Mohan
NISM Certified Research Analyst|| NISM Certified Mutual Funds Distributor.|| B.Com Graduate||
- Role
- Business Development Manager at Valuefundz Private Limited
- Location
- Jaipur, IN
- LinkedIn followers
- 500 followers
Experience
Business Development Manager
Oct 2024 — Present · Jaipur, IN
Key Responsibilities- Identify and onboard HNI clients for PMS offerings, ensuring a seamless client experience- Build and maintain long-term relationships by understanding clients’ financial goals and risk profiles- Collaborate with research teams to evaluate and recommend suitable PMS strategies- Stay updated on market trends and PMS performance metrics to provide informed recommendations- Present PMS products to clients through meetings, presentations, and financial planning sessions- Ensure compliance with regulatory requirements while maintaining accurate and organized client records- Work closely with portfolio managers and analysts to align PMS offerings with individual client needs.
Education
Commerce College Jaipur
B.com
2021 — 2024
Jaipur School - India
Senior secondary
2017 — 2021
National Institute of Securities Markets (NISM)
NISM Certificate
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