Soham Nayak
Wealth Management | Mutual Funds | Fixed Income & Alternative Assets |
- Role
- Business Development Operations Specialist at Choice
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Soham Nayak
I Am Actively Exploring New opportunities in the wealth and Asset Management Sector, Particularly in Roles related to Business Development and Operations.I can leverage my experience in mutual funds, fixed income, and alternative investments including PMS, MLDs, CFDs, and unlisted/pre-IPO opportunities. With a strong foundation in consulting, CBA (client-based advisory), and franchise business models, I specialize in delivering tailored investment solutions and driving strategic business development.Passionate about providing high-impact advisory services, I combine deep product knowledge with a consultative approach to help clients and partners make informed investment decisions. Eager to contribute to forward-thinking organizations that value innovation, client trust, and long-term growth.
Experience
Business Development Operations Specialist
Jan 2025 — Present · Mumbai, IN
Developed and managed a high-performing portfolio of mutual fund and HNI clients across diverse investment verticals.•Designed and delivered customized investment proposals combining mutual funds, PMS, MLDs, and private equity/pre-IPO opportunities.•Strengthened distribution partnerships and franchise networks to drive market penetration and scale mutual fund AUM.•Provided data-driven investment recommendations tailored to client risk profiles, financial goals, and prevailing market conditions.•Oversaw end-to-end operational processes, ensuring efficient client onboarding, regulatory compliance, and high-quality servicing.•Collaborated closely with product, compliance, and research teams to support the successful launch of new investment products.
Education
Mumbai University Mumbai
Bachelor of Commerce - BCom
2021 — 2024
National Institute of Securities Markets (NISM)
Mutual fund distribution
2024 — 2026
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