Aniket Jain
CFA L3 Cleared | Ex - JPMorgan Chase
- Role
- Account Manager - Client Relations at Ambit Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Aniket Jain
Experienced finance professional with a strong track record in analysis, modeling, and…
Experience
Account Manager - Client Relations
May 2024 — Present · Mumbai, IN
Assist senior Private Bankers in managing UHNI client portfolios, including investment strategy, asset allocation, and execution of complex transactions like private equity and MLDs.Conduct periodic portfolio reviews, track maturities and redemptions, and drive proactive reinvestment strategies.Support client acquisition by identifying monetization events and building referral networks across key client segments and influencers.Skilled in investment product pitches, secondary equity research, and preparing financial plans and advisory presentations using Excel and PowerPoint.
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