TEJAL AKASH JAIN
WEALTH MANAGER
MUMBAI
Summary
To contribute my technical and managerial skills for growth of organization and self-learning. Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
4
4
Certificates
1
1
Language
Work History
Wealth Manager
ICICI Securities Limited
MUMBAI
06.2017 - Current
- Relationship Management: In the process of advising customers on investments, handling, managing and deepening existing relationships
- Initiating and developing relationships with key decision makers for business development of the organization
- Wealth Management: To advise & manage investments of clients in different asset classes ranging from equity to debt in order to optimize returns over a specific time period
- To offer customized investment solutions aligned with the objectives of the organization
- Portfolio Management: Giving regular updates & doing in depth analysis of the portfolio of customer, in order to maximize returns from the portfolio by ensuring that portfolio is in line with the recommended asset allocation and the market conditions
- Acquisition: Developing book from references and activities
- Process Management: Strict adherence to processes in order to enhance business thereby increasing asset under management
- Ensuring that all necessary data and matrix is generated and maintained
- Customer Service & Satisfaction: Providing timely service to all customers; par excellence.
Internship Student
National Stock Exchange
MUMBAI
12.2016 - 04.2017
- Produced high-quality communications for internal and external use.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Sorted, organized and maintained files.
Internship Student
Birla Sunlife Insurance
MUMBAI
05.2016 - 07.2016
- Searched at library and in scholarly databases to locate necessary information for research projects.
- Assisted with projects by applying strong analytical skills and studies.
- Completed research, compiled data and assisted in timely reporting.
- Developed business, financial and analytical skills in fast-paced work environment.
Education
MMS - FINANCE
INDIRA INSTITUTE oF BUSINESS MANAGEMENT (MUMBAI UNIVERSITY)
MUMBAI INDIA 06.2015 - 05.2017
BMS - MARKETING
MODEL COLLEGE (MUMBAI UNIVERSITY)
MUMBAI 06.2011 - 05.2014
HSC - COMMERCE
MUMBAI UNIVERSITY
MUMBAI 06.2009 - 04.2011
SSC - SSC
MAHARASHTRA BOARD
MUMBAI 06.2008 - 04.2009
Skills
Stock market understanding
undefinedCertification
A+, N+, CCNA, Disaster Recovery
Additional Information
- Award winner in National Competency Contest of Life Insurance by ICICI Prudential (GOA -2020)
- Award winner in National Competency Contest of Life Insurance by ICICI Prudential ( Phuket- 2019)
- Award winner in National Competency Contest of Life Insurance by ICICI Prudential ( Aamby Valley -2019 )
- Award winner in National Competency Contest of Life Insurance by ICICI Prudential (Andaman and Nicobar Islands-2018)
- Award winner in “Shikar” contest of Life Insurance by ICICI Direct (Kerala-2017)
Timeline
Wealth Manager
ICICI Securities Limited
06.2017 - Current
Internship Student
National Stock Exchange
12.2016 - 04.2017
Internship Student
Birla Sunlife Insurance
05.2016 - 07.2016
MMS - FINANCE
INDIRA INSTITUTE oF BUSINESS MANAGEMENT (MUMBAI UNIVERSITY)
06.2015 - 05.2017
BMS - MARKETING
MODEL COLLEGE (MUMBAI UNIVERSITY)
06.2011 - 05.2014
HSC - COMMERCE
MUMBAI UNIVERSITY
06.2009 - 04.2011
SSC - SSC
MAHARASHTRA BOARD
06.2008 - 04.2009
A+, N+, CCNA, Disaster Recovery
Advanced Excel, Series-V-A: Mutual Fund Distributors Certification
IRDA Certification (IC 38 Corporate Agents)
Logistics Head” for Cultural Committee in IIBM 2015-16
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