Gaurav Jain

Gaurav jain

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  • Timeline

  • About me

    Investment Officer

  • Education

    • St anselm's sr. sec school,

      1990 - 2004
      High school science maths
  • Experience

    • Icici bank ltd

      May 2010 - Mar 2016

      • Driving current account and savings account numbers for the region and ensuring targets of the region are achieved• Driving Life insurance nos for the region.• Regularly monitoring the current and savings account balances in accounts • Launching of various contests for different segments to ensure region achieves the targets.• Ensuring that all the requests for HNI and privilege customers are processed within TAT and there is zero error in processing the requests.• Responsible for maintaining all the service parameters related to customers like Customer Relationship Management (CRM), Service Requests, handling customer complaints for the region.• Closely monitor FOCUS ( Feedback on Customer Service) scores of branches and guiding branch how to increase the scores • Responsible of maintaining ICICI as a brand in terms of look and feel by regularly visiting the branches and identifying and rectifying the discrepancies there and then.• Responsible for training the staff members of new process rollout and compliance.• Organising regional level events for the winners of contests launched. Show less

      • Deputy Manager

        May 2010 - Mar 2016
      • Deputy Manager II

        May 2010 - Mar 2016
    • Anand rathi securities ltd

      Mar 2016 - Sept 2016
      Relationship manager-wealth management

      Managing the portfolio of high net worth clients.Providing counselling to the clients for managing their finances and allocating resources productivelyRecommending the several investment options available to ensure steady returns.

    • Bajaj capital ltd

      Oct 2016 - Jul 2017
      Wealth manager
    • Hdfc bank

      Aug 2017 - Jul 2018
      Relationship manager
    • State bank of india

      Aug 2018 - now
      Investment officer
  • Licenses & Certifications

    • Jaiib

      Indian institute of banking and finance
    • Nism- derivatives module series viii

      National institute of securities markets
      Jun 2015
    • Nism-series v-a mutual fund advisory module

      Nse it
      Apr 2016