Mohit Jain
Manager-ICICI Bank || Process improvement - Vastu HFC || Marketing Research - VRticles consulting || IIM Rohtak
- Role
- Manager 1 - Private Banking at ICICI Bank
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Mohit Jain
MBA graduate from IIM Rohtak specializing in Operations and IT. Demonstrated expertise…
Experience
Manager 1 - Private Banking
May 2024 — Present · Hyderabad, IN
Key responsibilities: Financial Planning, Portfolio Management/ Wealth Management, CRM, BusinessDevelopment, Market Research• Portfolio Management for a client base of 100 UHNI clients• Providing end to end solutions to HNI/ Ultra HNI clients for their investment and banking requirements• Acting as a liaison between intra-banking verticals and other stakeholders like AMC\'s and capital management companies to reduce customer quality assurance TAT by 23%• Creation of detailed financial goal analysis reports to initiate a unique and comprehensive blueprint forprospective clients• Driving sales strategies for attainment of periodical targets with a view to optimise revenue• Incorporating product management strategies to enhance the bank product penetration in clientportfolios thus boosting sales by 17% within 1 year
Education
Indian Institute of Management Rohtak
Postgraduate Degree, Business Administration and Management, General
Delhi University
Bachelor's degree, Electronics (H)
SD Public School
Class 12, CBSE
Shivaniaa public school
Class 10, CBSE
Indian Institute of Management Rohtak
Master of Business Administration, Information Technology
Keshav Mahavidyalaya - Delhi University
B.Sc.(H), Electronics
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