Asheesh Jain
Executive Director - Wealth at Client Associates
- Role
- Executive Director - Wealth at Client Associates
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Asheesh Jain
Associated with the Financial Services industry for over 26years. Foundation in Corporate Finance, followed by Consumer Loans (secured and unsecured) for over 4 years. Since 2004, reassigned to Branch Banking as a Branch Manager and subsequently managed Large Teams affiliated to the Wealth Management and Liabilities Business with the bank. A Strong marketing manager with a breadth of P&L experience. In-depth understanding of Banking Products and Processes across Assets & Liabilities businesses as well as a detailed experience of Relationship Banking ( Priority / Preferred Banking ) & Wealth Management.SpecialitiesRelationship Management Functions, Team Management, Techniques for Sales of Banking and Wealth Management Services ( Investments & Bancassurance )- Product Management, Client Acquisition, Asset Allocation and Portfolio Review. Branch Banking, Backend and Frontend processes of Banking & Related Services. Strategy & Planning, Business Development, Change Management as well as P&L Management.
Experience
Executive Director - Wealth
Sep 2025 — Present · Gurugram, IN
Education
Hansraj College
BA English (Hons) - University of Delhi
1992 — 1995
St. Thomas College, Dehradun
ISC, Commerce
1990 — 1992
IILM
PGDBM - Institute for Integrated Learning in Management, Finance
1995 — 1997
Skills
- Business Development
- Portfolio Management
- Loans
- Relationship Management
- Investments
- Finance
- Financial Analysis
- Credit Risk
- Banking
- Team Management
- Corporate Finance
- Credit
- Retail Banking
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