Salina Jain
Gurugram
Summary
Real Estate Consultant with expertise in property management and purchasing strategies, utilizing data analysis and market insights for pre-launch projects. Holds an MBA and has significant wealth management experience at Deutsche Bank and Axis Bank. Certified by SEBI and IRDA, specializing in portfolio management and a range of financial products.
Overview
13
13
years of professional experience
Work History
Real Estate Consultant
Infinity Investments
Gurugram
08.2024 - Current
- Advised clients on property investments and market trends to drive informed decisions.
- Cultivated strong client connections, fostering loyalty and long-term business relationships.
- Conducted follow-ups with clients post-transaction to confirm satisfaction levels.
Independent Financial Advisor
TATA AIA Life Insurance
Imphal
06.2022 - 08.2024
- Operated as AMFI-registered mutual fund distributor using MFU Utility, Cams Edge 360, and Kfintech platforms.
- Served as IRDA-certified independent insurance agent for life and health insurance products.
- Collaborated with TATA AIA Life Insurance to deliver comprehensive life insurance solutions.
- Partnered with Aditya Birla Health Insurance Company to provide tailored health insurance options.
Priority RM
Axis Bank
Imphal
04.2021 - 11.2021
- Managed client portfolios exceeding 200,000 in savings accounts.
- Guided clients in diversifying investments across mutual funds, fixed deposits, stocks, and insurance products.
Advantage banking RM
Deutsche Bank
Mumbai
07.2012 - 08.2013
- Managed accounts with minimum average quarterly balance of 5 lakhs.
- Oversaw wealth management for high-net-worth individuals through strategic investments in mutual funds and insurance products.
Education
MBA - Finance
Alliance University
Bangalore04-2012
Bachelor of Commerce -
Mount Carmel College, Bangalore University
Bangalore04-2010
Intermediate -
Shree Digambar Jain Mahavir Higher Secondary School
Manipur03-2007
SSC -
Little Flower School
Manipur03-2005
Skills
- Property analysis and market research
- Investment strategy development
- Client portfolio management
- Financial planning expertise
Professional And Academic Credentials
- IC38 - Certificate Exam of Insurance Agents in Life Insurance, 05/01/22, 5388405, AILI1605220094, TATA AIA life insurance
- NISM V A Mutual Fund Distributor Certification, 08/01/22, ARN-253779, E028682, 09/25/22 to 08/18/25
- MBA In Finance, Alliance University, Bangalore, 2012, 2.5/4.3 (79.80%)
- Bachelor of Commerce, Mount Carmel College, Bangalore University, 2010, 80.83%
- Intermediate, Shree Digambar Jain Mahavir Higher Secondary School, Manipur, 2007, 77.80%
- SSC, Little Flower School, Manipur, 2005, 69.00%
Languages
- English
- Hindi
- Marwadi
- Manipuri
Awards
- Promoted to LIFE PLANNER in TATA AIA life insurance, 07/28/22
- Active member of JCI IMPHAL ICONICS (NGO), 2020
- Secured 1st Position in order of merit in Commerce Stream - 12th Standard, 2007
- Secured highest score in Management Accounting, 2009-2010
- Won 2nd prize in Finance Event organized at the college level, 2009
- Won 1st prize in Simulation Game during Global Entrepreneurship Week, 2008
References
Excellent references can be furnished upon request.
Hobbies and Interests
- Traveling
- Listening to music
Qualification
MBA in Finance
Personal Information
- Passport Number: Holding a Valid one
- Date of Birth: 16/12/89
- Marital Status: Married
Timeline
Real Estate Consultant
Infinity Investments
08.2024 - Current
Independent Financial Advisor
TATA AIA Life Insurance
06.2022 - 08.2024
Priority RM
Axis Bank
04.2021 - 11.2021
Advantage banking RM
Deutsche Bank
07.2012 - 08.2013
MBA - Finance
Alliance University
Bachelor of Commerce -
Mount Carmel College, Bangalore University
Intermediate -
Shree Digambar Jain Mahavir Higher Secondary School
SSC -
Little Flower School