Rohit Chaubey

Fintech | Wealth Manger | B2B | Ex-ICICI | Finance | Mutual Funds

Role
Wealth Manager at AssetPlus
Location
Chennai, TN, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rohit Chaubey

Passionate about building strong partnerships and driving sustainable growth, I specialize in managing financial distributors and insurance partners across diverse product lines—from mutual funds and bonds to health, travel, and professional indemnity insurance. With a strategic mindset and a people-first approach, I focus on client acquisition, AUM expansion, and long-term value creation through tailored solutions, partner enablement, and impactful collaboration.

Experience

  1. Wealth Manager

    AssetPlus

    May 2025 — Present · Chennai, IN

    This role is focused on driving business growth by managing and nurturing relationships with financial distributors across products like mutual funds, fixed deposits, bonds, and insurance (health and life). It involves achieving sales and AUM targets, integrating external assets, and enabling partners to grow through regular training, market insights, and structured sales processes. With a strong focus on collaboration and value creation, the role blends strategy, communication, and relationship-building to foster long-term success.

Education

  • Bharath Institute of Higher Education and Research

    Bachelor of Computer Applications - BCA, Computer Science

    2018 — 2021

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Rohit Chaubey — Wealth Manager at AssetPlus in Chennai, TN, IN | Unifers