Nitish Kumar Jha
💼 Relationship Manager | Investment Strategist | Client-Focused Financial Advisor | Product Expertise: Mutual Funds | PMS | AIF
- Role
- Relationship Manager - Channel Sales at ICICI Prudential AMC Ltd
- Location
- Jabalpur, IN
- LinkedIn followers
- 500 followers
About Nitish Kumar Jha
AS a strategic and client-centric Relationship Manager at ICICI Prudential Mutual Fund, with a strong specialisation in Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). I bring a performance-oriented approach to investment advisory, backed by a proven track record of exceeding sales targets, delivering tailored wealth solutions, and building high-retention client relationships across diverse segments. Ranked among the top performers in Madhya Pradesh for PMS and AIF distribution, I combine deep market insights, product expertise, and a consultative mindset to create value-driven investment strategies. My focus lies in aligning financial products with clients’ long-term goals, risk profiles, and evolving wealth aspirations. Core Competencies: • Investment Strategy & Wealth Management • Mutual Funds | PMS | AIF • High-Net-Worth Client Engagement • Financial Planning & Risk Profiling • Portfolio Monitoring & Performance Review • Multi-Channel Sales & B2B Distribution • CRM Systems & Client Onboarding I am passionate about delivering consistent value through strategic portfolio construction and disciplined financial planning. Whether working with individual investors or business partners, I am committed to excellence, transparency, and long-term growth.
Experience
Relationship Manager - Channel Sales
Aug 2022 — Present · Jabalpur, IN
Managing key relationships with IFAs, national distributors, and channel partners to drive AUM growth across Mutual Funds, PMS, and AIF. Providing tailored investment solutions based on client goals, risk appetite, and market conditions. Conducting portfolio reviews, financial planning discussions, and investor education programs to enhance engagement. Achieved top sales performance in Madhya Pradesh for PMS & AIF, consistently exceeding regional business targets. Driving SIP growth and improving client retention through strategic relationship management and portfolio advisory.
Education
Army Institute of Management, Kolkata
Master of Business Administration - MBA
2020 — 2022
Bareilly College
Master of Commerce
2018 — 2020
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