Chetan Jain
Private Banker @ICICI Bank
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WORK HISTORY
Private Banker @ICICI Bank
Mumbai, IN
Key Result Areas\\\\n• Providing financial advice and guidance to high-net-worth clients, including wealth management, tax\\\\nplanning, retirement planning, and budgeting.\\\\nChetan Jain - page 1\\\\n• Managing and investing assets worth 110 cr in a way that meets clients\' financial goals and risk\\\\ntolerance, recommending investment products and strategies.\\\\n• Building and maintaining strong, long-term relationships with clients by providing excellent customer\\\\nservice which has helped to reduce burden by 40%.\\\\n• Maintaining knowledge of financial markets and trends in order to provide informed advice to clients.\\\\n• Managing client accounts, including tracking account balances and transactions and ensuring\\\\ncompliance with relevant laws and regulations.\\\\n• Identifying new business opportunities and expanding the client base through networking and\\\\nrelationship-building.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
EDUCATION
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Finance and Financial Management Services
Mumbai University Mumbai
Bachelor's degree, Business/Commerce, General
ABOUT CHETAN JAIN
Seasoned NBFC professional with expertise in Sales, strategic business planning, entrepreneurship and team management. Adept at executing sales ideas and streamlining business approach for revenue generation and profit maximization. Managed businesses by balancing innovation with processes, and contributing to business success through sales, operations, client growth,service and timely delivery. Aspiring to grow in Sales & Marketing,Business Development, Portfolio Management, Business Analysis,Training & Development, Channel Management,Team Management, Client Servicing, Investment Advisory As a private banking professional with 15 years of overall experience across diverse industries Currently working as Private Banker - at ICICI Bank Private Banking Group As a Private Banker my job is to Identify potential customers within bank who can be sold tailored products to enhance product penetration. Managing and advising HNI & UHNI clients and Family Office clients create, grow & protect wealth. Retaining & enhancing advisory relationships being of Prime Importance Driving the AUM & Revenue numbers through external client acquisition and ICICI bank network. Prior to joining ICICI bank private banking group I was working at Edelweiss Wealth Management as Channel Manager - Strategic Alliances.As an Channel Manager, my KRA was to meet the Potential Wealth Institutional clients,Make them understand Edelweiss wealth management platform and onboard them with our customised product offerings on the institutional side Before taking up Channel Manager at Edelweiss Wealth Management I have worked with MotilalOswal Financial Services Mumbai for close to 5 years, predominantly on the Business Development side managing a portfolio of 350 crores on equity side with clients allocated in 30 key distributors of MotilalOswal including large and mid-size Channel Partners Prior to MotilalOswal Financial Services, I have worked as a Manager in Shreeji Works (Nov\'11-Nov\'15) and as Manager with Milan Jewellers (Aug\'07-Oct\'11). I have done Executive MBA (Finance) from NMIMS Mumbai – SVKM’S (Vile Parle)(‘17-19’). I bring along rich experience in areas of Sales & Marketing and Business Development Specialties: Sales & Marketing Business Development Portfolio Management Business Analysis Training & Development Channel Management Team Management Client Servicing Investment Advisory
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