Mayank Jain
Associate Vice President @UTI Mutual Fund
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WORK HISTORY
Associate Vice President @UTI Mutual Fund
Bengaluru, IN
Cultivate and nurture strong connections with large corporations, ensuring they receive timely market updates- Drive business growth by engaging with various corporations, startups, and high-net-worth individuals (HNIs)- Establish and maintain relationships with key wealth distributors- Analyze factors such as risk profile, time horizon, and product knowledge to deliver tailored investment solutions to clients. Continuously monitor the performance of corporate and HNI portfolios and offer investment advice to maximize returns- Conduct fund manager conferences and knowledge sessions for corporate clients and selected distributors- Prepare and monitor Management Information System (MIS) reports and productivity metrics to identify deviations from targets and mitigate gaps- Facilitate the onboarding process for new clients interested in investing in mutual funds.
EDUCATION
Birla High School Kolkata
High School Diploma, High School/Secondary Diplomas and Certificates
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA,, Finance, General
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Technology - BTech, Electrical, Electronic and Communications Engineering
SKILLS
ABOUT MAYANK JAIN
I am a confident and team-oriented financial analyst and investment advisor with over 5…
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