PRIYA JAIN
Flat No. 305, Green Enclave, Arya Kumar Road, Near Dinkar Chowk, Patna
Summary
Highly motivated and results-oriented professional with 5.5 years of experience in the financial services sector, eager to contribute to DSP Mutual Fund's success. Proven ability to analyze market trends, build relationships, manage investment portfolios, develop financial strategies, and ensure compliance. Seeking to leverage strong analytical and interpersonal skills to drive growth and deliver exceptional value.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager
SBI FUNDS MANAGEMENT LIMITED
PATNA
06.2023 - Current
- Developed and maintained strong relationships with national distributors across Patna.
- Conducting Investment Awareness Programs: Coordinating and organizing events to educate potential and existing investors about mutual funds, and investment strategies.
- Staying updated on industry trends, regulatory changes, marketing dynamics, and taxation laws, and sharing it with the channel partners.
Relationship Manager
Stock Holding Corporation Of India Limited
Patna
02.2020 - 06.2023
- Handling DP operational activities, such as pay-in trade, KYC, account opening, and account modification.
- Cross-selling of financial products, like mutual funds, insurance, FDs, NPS, GOI, etc., to walk-in customers.
Education
MBA - Finance And HR
DR. APJ ABDUL KALAM UNIVERSITY
MEERUT09-2020
Bachelor of Science - Physics, Statistics, Mathematics
CCS UNIVERSITY
Meerut07-2018
Skills
- Problem solving
- Negotiation skills
- Time management
- Effective communication
- Customer portfolio management
Certification
- NISM- VA ( Mutual Fund Distributors Certification Examination ) Valid till March 16, 2026
- NISM- XA ( Investment Advisor (Level 1) Certification Examination ) Valid till July 09, 2027
- NISM- XB ( Investment Advisor (Level 2) Certification Examination ) Valid till Sept 18, 2027
- NISM- XXIA ( PMS Distributors Certification Examination ) Valid till March 14, 2027
Timeline
Relationship Manager
SBI FUNDS MANAGEMENT LIMITED
06.2023 - Current
Relationship Manager
Stock Holding Corporation Of India Limited
02.2020 - 06.2023
MBA - Finance And HR
DR. APJ ABDUL KALAM UNIVERSITY
Bachelor of Science - Physics, Statistics, Mathematics
CCS UNIVERSITY
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