ROHIT KUMAR JHA
Kolkata
Summary
Energetic and personable individual with strong interpersonal and communication skills. Possesses in-depth understanding of financial products and services combined with proficiency in building and maintaining Partner and with His client relationships. Proven ability to drive client satisfaction and business growth through targeted relationship management and strategic planning.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
FundsIndia Partner
Kolkata
02.2024 - Current
- Lead comprehensive training programs on diverse investment products including Mutual Funds, Stocks, NPS, Fixed Deposits, PMS, AIFs, NCDs, Bonds and Secured & Unsecured Loans.
- Mentor and Manage a team of Sales Managers and Financial Advisors to achieve sales and business development goals.
- Drive strategic initiatives to identify, evaluate, and onboard high-potential business partners aligned with Target customer segments.
- Foster long-term partnerships to enhance client engagement, satisfaction, and business growth.
- Collaborate closely with senior leadership to implement innovative financial solutions and optimize partner performance.
- Consistently deliver strong results in net sales and alternate product business performance across quarters.
Assistant Manager
Bajaj Capital - LA Premier
07.2023 - 02.2024
- Relationship Management.
- Client Portfolio Review.
- Providing Advise on Financial Investment.
- Financial planning.
- Wealth management.
Manager
EquiDet Infolio Wealth Pvt Ltd.
04.2022 - 06.2023
- Relationship Management
- Mutual Fund, Bonds, Debts Etc..
- Helping Client With Account Details
- Client Portfolio Review
- Providing Advise on Financial Investment
- Types of Investment
- Financial planning
- Wealth management
Education
PGPFB + MBA -
Bengal Institute of Business Studies
01.2024
B.Com -
Shri Rajroop Memorial Mahavidyalaya
01.2020
XII -
Kunwar Singh College
01.2016
X -
M.L Academy
01.2014
Skills
- Positive Attitude
- Leadership
- Reading Book (Historical, Biography, Motivational)
- Social Service
- Sports (Cricket, Chess, Kabaddi) etc
- Traveling
Accomplishments
- Achieved 100% of Annual Net Sales Target in 3rd Quarters only (FY 2025–26).
- Recognized with the “PAN India Outstanding Performance in Net Sales” Award for FY 2024–25 by National Head and East Head.
- Recognized as the first Relationship Manager (RM) across India to achieve the Net Sales Target for FY 2024–25 at FundsIndia Partner
- Recognized as the Highest Incentive Earner (FY 2024–25) among Relationship Managers at FundsIndia Partner.
- PAN-India Performer in Recruitment Drive in FundsIndia Partner FY 2024–25 — East Done first to Achieve the Milestone.
- Worked directly with the CEO as a Team leader in Equidet Infolio Wealth Pvt. Ltd.
Certification
- Mutual Fund, Series: V-A, Certified By: NISM.
- Portfolio management services, Series: XXI-A, Certified By: NISM.
- Microsoft Excel, Series: , Certified By: MOS.
- Diploma in Computer Application, Accountancy, Series: , Certified By: Gov. of Delhi.
Timeline
Senior Relationship Manager
FundsIndia Partner
02.2024 - Current
Assistant Manager
Bajaj Capital - LA Premier
07.2023 - 02.2024
Manager
EquiDet Infolio Wealth Pvt Ltd.
04.2022 - 06.2023
PGPFB + MBA -
Bengal Institute of Business Studies
B.Com -
Shri Rajroop Memorial Mahavidyalaya
XII -
Kunwar Singh College
X -
M.L Academy
Disclaimer
Date:__________________ Signature:__________________