Sidhi Jain
Executive @Sbi Mutual Fund
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WORK HISTORY
Executive @Sbi Mutual Fund
Mumbai, IN
Built strong relationships with IFAs to promote SBI Mutual Fund products, driving business growth.• Promoted and explained New Fund Offers (NFOs) to maximize investor interest.• Conducted training on product offerings and sales strategies to empower IFAs in recommending SBI funds.• Increased product uptake through personalized communication with IFAs.• Collaborated with IFAs to develop tailored investment solutions aligned with clients\' goals.• Analyzed market trends and competitor products to identify growth opportunities.• Provided post-sales support for smooth onboarding and resolving service issues.• Organized events and webinars to educate IFAs on financial products and market trends, enhancing loyalty
EDUCATION
H.R. College Of Commerce & Economics
Bachelors in Banking and Insurance
Sarala Birla Gyan Jyoti
S.S.C.
Sarala Birla Gyan Jyoti
H.S.C.
360DigiTMG
Certification in Digital Marketing
Financial Planning Standards Board Ltd
Certified Financial Planner
ABOUT SIDHI JAIN
I am a passionate finance professional with a Certified Financial Planner (CFP)…
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