UTSAV JAIN
DELHI
Summary
Dynamic Associate Relationship Manager at Centricity Wealthtech with expertise in financial analysis and customer relationship management. Successfully executed a transaction of 50 lakh unlisted shares, generating 2 lakh in revenue. Proven ability to drive sales growth and foster strong partner connections through effective communication and collaboration.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate Relationship Manager
Centricity Wealthtech
Jaipur
12.2024 - Current
- Strengthen partner connections and administer portfolios
- Offering Financial Products (Unlisted Opportunities, Bonds, Fixed Deposits, Etc.)
- Execute a transaction of 50 lakh unlisted shares to clients, producing 2 lakh in revenue for the company in one month.
- Conduct virtual presentations providing platform training insights to partners.
- Managed client portfolios, ensuring compliance with industry regulations and internal policies.
- Participated in ongoing training sessions to stay up-to-date on new products and services offered by the company.
Product Promoter
Dabur
New Delhi
05.2024 - 07.2024
- Championed promotion and sale of Dabur products in Smart Bazaar, Laxmi Nagar (Delhi), boosting both sales and customer involvement.
- Directed stock level maintenance via timely updates of Dabur product inventory on app (Performics), securing correct shelf visibility.
- Achieved 15% growth in Dabur product sales over two months, emphasizing red toothpaste.
Drove sales performance by prioritizing promotion of red toothpaste products. - Executed end-of-day stock updates to ensure accurate inventory records.
Education
PGDM - Finance
IMS Ghaziabad
Ghaziabad05-2025
B.Com - Commerce
S.S Jain Subodh Commerce & Arts College
Jaipur05-2022
High School Diploma -
Suraj School
Rewari 07-2019
Skills
- Financial analysis and product knowledge
- Sales strategies and customer relationship management
- Team collaboration and effective communication
- Wealth management expertise
Certification
- Excel
- NISM 5A
Languages
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Associate Relationship Manager
Centricity Wealthtech
12.2024 - Current
Product Promoter
Dabur
05.2024 - 07.2024
PGDM - Finance
IMS Ghaziabad
B.Com - Commerce
S.S Jain Subodh Commerce & Arts College
High School Diploma -
Suraj School
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