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Dynamic and client-focused Wealth Management Professional with over 2 years of experience in banking and financial advisory. Expertise in portfolio assessment, investment planning, mutual fund advisory, and cross-selling wealth products facilitates the delivery of customized financial solutions that meet diverse client needs. Proven track record in cultivating trusted client relationships results in personalized investment strategies aligned with market standards in India. Strong analytical skills and proficiency in MS Excel and financial reporting underscore a commitment to fostering client growth and long-term wealth creation.

Results-driven financial professional with over six years of experience in banking, wealth management, and client relationship development.

Recently earned a Bachelor of Science in Computer Science from Purdue University (2024) and consistently ranked in the top 10% of a team of 250 investment representatives, maintaining #4 performance ranking for most of the year.

Exceeded an investment goal of $2 million by 400%, generating over $8 million in total sales, with 40% managed assets in partnership with in-house financial planners.

Known for leveraging teamwork and collaboration across the branch — including financial planners, private bankers, and business partners — to deliver holistic financial strategies that deepen relationships and help clients achieve their long-term wealth goals

Meticulous Certified Financial Planner™ with over 20+ years of experience in financial planning, management and client counseling. Evaluates client situation, assets, debt, risk tolerance, and goals to create comprehensive financial plans, and investment strategies. History of building long term client relationships and helping them to reach financial goals.

Proven Investment Manager with a track record of enhancing portfolio performance and client satisfaction at Wezsol LLC UK. Specializes in strategic planning and client relationship management, leveraging skills in financial analysis and investment strategies to achieve significant growth. Demonstrates strong critical thinking and excellent communication, ensuring optimal investment outcomes. Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager. Results-driven INVESTMENT BANKER experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.

RIDHAM JAIN

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Investment Relationship Manager

Wealth Manager

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PGDM - Finance & Marketing

B.B.A. - Marketing

12th - Commerce

10th - undefined

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Investment Relationship Manager

Wealth Manager

B.B.A. - Marketing

12th - Commerce

10th - undefined

PGDM - Finance & Marketing

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