Ankit Jain

Experience

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  CMC Limited (A Tata Enterprise)

  Jun 2008 - Jul 2008

  College Summer Trainee

  (6 Weeks) Advanced 'C' Language - Concepts of ANSI 'C' and Embedded 'C'. MS-DOS Environment and 'C' Language.

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  Innovation R&D Pvt. Limited

  Jun 2009 - Jul 2009

  College Summer Trainee

  (6 Weeks) Training based on Embedded Systems & related concepts. Project work on DTMF controlled home automation system using 8051 uC

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  Customised Technologies Pvt. Ltd.

  Oct 2011 - Jun 2012

  Embedded Software Engineer

  Code developer for micro-controller based projects n Design circuit for micro-controller based projects.

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  ICICI Bank

  Jun 2012 - May 2016

  Privilege Banker  Relationship Manager for more than 300 customer including NRI clients Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.  Providing best possible solutions to NRI customers related to remittances and investments Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.  Developed and maintained bank revenue goals.  Managed all product inquiries for clients and provided direct and indirect solutions.  Designed strategies to retain present businesses and for acquiring prospective clients. Remained updated on all available financial products and financing packages. Assisted customers by offering sound financial advice. Made recommendations for customers considering various banking products. Managed in-person, over-the-phone and email inquiries in a timely manner.. Contacted existing customers via email with information on new banking products. Helped customers make informed investment decisions. Analyzed new financial products and made purchasing recommendations. Ensured that all bank transactions remained confidential. Reviewed security procedures with office staff. Ensured that clients received the best available rates. Show less

  • Deputy Branch Manager

    Oct 2015 - May 2016

  • Deputy Manager - Band II

    Apr 2015 - Sept 2015

  • Deputy Manager

    Dec 2014 - Mar 2015

  • Asst. Manager - 1

    Feb 2013 - Dec 2014

  • Asst. Manager

    Jun 2012 - Jan 2013
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  Axis Bank

  May 2016 - Jul 2017

  Manager

  NRI Relationship Manager at AXIS BANK in Mumbai

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  HDFC Bank Limited

  Jul 2017 - Oct 2019

  Manager

  Relationship Manager - HNI Clients with HDFC BANK LTD

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  YES BANK

  Nov 2019 - Mar 2021

  Senior Manager

  Yes First Affluent Relationship Manager

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  Kotak Mahindra Bank

  Mar 2021 - Jul 2022

  Chief Manager @ Kotak Privy

  Kotak Privy

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  Kotak Private

  Jul 2022 - Sept 2024

  • AVP - Kotak Private

    Apr 2023 - Sept 2024

  • Chief Manager @ Kotak Private

    Jul 2022 - Mar 2023
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  InCred Wealth

  Sept 2024 - now

  Associate Director