Jatin Rambhia

Experience

• 

  Ruby Financial Services Pvt. Ltd.

  Oct 2001 - Dec 2003

  Marketing Advisor

  • Increasing sales of Personal Loans & Home Loans.• Developing relationship with Branch Managers of various banks for timely disbursal of loans.

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  Shri Navdeep Healthcare Pvt. Ltd. - India

  Jun 2004 - Jan 2007

  Business Manager

  • Handling team of 55 people of different levels.• Having relationship with Medical representatives of 40 different companies like Sun Pharma, Elder, Alkem, Nicholas Piramal, Glaxo, Intas, Micro Labs etc. • Negotiating closing order with the Sales managers of various companies.• Ensuring efficient logistics for timely delivery of goods to chemist.• Developing new chemist in client list

• 

  ICICI Securities

  Jan 2007 - Jan 2008

  R.M Equity

  • Catering all financial products to the clients as per their need.• Awarded as “LAKHPATI Specialist” in PAN India Ranking.• Won Salaam Singapore contest in PAN India Ranking.• Brought Bhandup branch in Top 5 Ranking (A Branch that was identified as Low Income generating Branch)

• 

  Reliance Capital

  Jan 2008 - Jun 2009

  Equity Advisor

  • Handling Team of Equity Advisor trainee. • Handling Franchisees from Thane to Ambernath.• Was selected to represent Reliance Money in Tina Anil Ambani’s Personal art exhibition “HARMONY”.• Over achieved the revenue targets and brought the Mumbai 2 region in Pan India ranking.

• 

  APR Solutions Advisory

  Feb 2010 - now

  Wealth Management Consultant

  * To Evaluate various needs & goals of HNI, ultra HNI, PCG NRI .* To Analyse the Proportion of various assets in PORTFOLIO of HNI, Ultra HNI, NRI PCG.* To Identify When & How much Liquidity will be required by Client in Future.* To do Complete Financial Modelling of the PORTFOLIO of HNI, Ultra HNI, NRI, PCG.* To Identify & understand the financial need of the HNI, Ultra HNI, NRI , PCG.* To Analyse & Understand the Investment Psychology of client.* To advice suitable asset mix as per Clients Investment Psychology.* To Present customized solutions to client as per their need.* To Develop customized concepts for different types of clients to make them understand as per their understanding level.* To meet the Managing Directors of Pvt Ltd Companies to understand their Financial Needs.* To advice suitable assets in a WIN WIN Scenario for Employer & Employee So that Employees stay with companies till retirement.* To advice suitable assets for Pvt Ltd Companies having Debts, Loans, Overdraft facility etc.* To Give Presentations to Pvt Ltd Companies for a Unique Long Term Asset Creation.* To HELP clients for complete Financial planning using various asset mixes.* Rs 1000 Crores Asset CREATED for a Pvt Ltd Company.Wealth Management, High Networth Individual Ultra High Networth IndividualNon Resident Indian Private Client GroupEquities & DerivativesUnlisted Shares, Alternate Investment Fund AIF, Portfolio Management Services PMS, Show less