Odin
Vishesh Jain
Investment Manager
Noida
Summary
Talented Portfolio Manager bringing 10+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Dy. Manger Dealing
Kotak Securities Ltd
12.2019 - Current
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Continuously refined investment processes, incorporating the latest industry best practices for optimal results.
- Increased client satisfaction by providing tailored financial advice and timely market updates.
- Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
Relationship Manager
Ashlar Securities Ltd
11.2018 - 12.2019
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Trainer Assistant
Maxlife Insurance Ltd
01.2016 - 11.2018
- Contributed to the improvement of overall training programs by gathering participant feedback and implementing necessary changes.
- Promoted a culture of continuous learning by encouraging trainees to reflect on their experiences and apply newfound knowledge to real-world situations.
- Collaborated with subject matter experts to update training content based on industry trends and advancements.
- Supported trainees'' progress by providing constructive feedback and guidance on assignments and projects.
Broking Franchise Owner
IIFL LTD
06.2009 - 10.2016
- Continuously monitored store appearance ensuring it met franchisor''s visual standards; conducting frequent maintenance checks and improvements as needed.
- Spearheaded local charitable initiatives on behalf of the franchise brand, enhancing public perception and goodwill within the community.
- Developed solid rapport with vendors, ensuring timely delivery of goods and services while managing cost expectations.
- Recruited and trained high-quality staff, resulting in increased customer satisfaction and loyalty.
Education
MBA - Finance And Information Technology
ICFAI Business School
Gurgaon, India 04.2001 -
B. Tech - Information Technology
Galgotia's College Of Engineering & Technology
Greater Noida, India 04.2001 -
Skills
Wealth Management, Financial Analysis
Investment sales, Client Relations
Software
NEST
KsDealer
Interests
Communicate with peoples
Play badminton
Dance
Timeline
Dy. Manger Dealing
Kotak Securities Ltd
12.2019 - Current
Relationship Manager
Ashlar Securities Ltd
11.2018 - 12.2019
Trainer Assistant
Maxlife Insurance Ltd
01.2016 - 11.2018
Broking Franchise Owner
IIFL LTD
06.2009 - 10.2016
MBA - Finance And Information Technology
ICFAI Business School
04.2001 -
B. Tech - Information Technology
Galgotia's College Of Engineering & Technology
04.2001 -