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Ronak Jain

Ronak Jain

Intern

Followers of Ronak Jain760 followers
location of Ronak JainMumbai, Maharashtra, India

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  • Timeline

  • About me

    Financial Advisor | Financial Planner | Wealth Manager

  • Education

    • Somaiya Institute of Management Studies and Research

      2012 - 2014
      Master of Business Administration (M.B.A.) Finance

      Activities and Societies: Vice President- Projects of Enactus Somaiya Social Cell, a social entrepreneurship unit of K.J. Somaiya Institute of Management Studies & Research.

    • K.J. Somaiya College of Engineering

      2008 - 2012
      Bachelor of Engineering (B.E.) Computers

      Activities and Societies: Somaiya Social Cell

    • K.C. College

      2006 - 2008
      HSC Science

    • Antonio De' Souza High School

      1996 - 2006
      SSC

  • Experience

    • ICICI Securities

      May 2013 - Jun 2013
      Intern

      Interned in the ICICIdirect Centre for Financial Learning (ICFL), department of ICICI Securities, for their eLearn product to find the Business Opportunity, Analysis, and Understanding of eCommerce Industry.

    • Kotak Securities

      Jun 2014 - Dec 2016
      Deputy Manager

      • Assisted customers with needs such as opening accounts, transferring funds, updating account details, and signing up for new products.• Worked with Risk Management, Compliance and Customer Service departments to facilitate communication and deliver personalized solutions to customers.• Communicated regularly with clients to understand needs, evaluate current portfolio, profit and loss of the portfolio and recommended changes to the portfolio.• Generated new business and referral clients in partnership with branch team.• Built and maintained relationships with new and existing clients while providing high level of expertise. Show less

    • Motilal Oswal Financial Services Ltd

      Dec 2016 - Dec 2017
      Manager

      • Assisted customers with needs such as opening accounts, transferring funds, updating account details, and signing up for new products.• Worked with Risk Management, Compliance and Customer Service departments to facilitate communication and deliver personalized solutions to customers.• Communicated regularly with clients to understand needs, evaluate current product, profit and loss of the portfolio and cross-sell new products depending on client risk appetite.• Generated new business and referral clients in partnership with financial advisors.• Built and maintained relationships with new and existing clients while providing high level of expertise. Show less

    • Elara Capital

      Jan 2018 - Nov 2020
      Wealth Manager

      • Educated clients about different Products and Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.• Worked with Product department to facilitate communication and deliver personalized solutions to clients.• Provided customized advisory to Corporate, Family offices and UHNI clients based on multiple layer of models and help them rebalance portfolios to optimize Risk : Reward.• Designed investment models, asset allocation mechanism and portfolios for customers. Understand various investment risks vs returns matrix and evaluate products available in the market.• Actively helped the team with regards to bulk/block deals and deals in the unlisted space.• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction. Show less

    • International Money Matters Pvt Ltd

      Nov 2020 - Apr 2022
      Senior Client Relationship Manager

      - Setting and Achieving Clients Financial Goals- Managing Investment Portfolio- Managing & Maintaining Client Relationships- Servicing Client Relationships- Business Development

    • HDFC Bank

      May 2022 - now
      Associate Director

  • Licenses & Certifications

    • NCFM - Capital Markets (Dealers) Module

      NSE IT
      Mar 2015

  • Honors & Awards

    • Awarded to Ronak Jain
      Dell Empowering Women Challenge Dell Jan 2014 Received award for being among one of the most promising projects for Project Kruti,which helps in empowering women of blue collared workers.
    • Awarded to Ronak Jain
      Walmart for Women Empowerment project Walmart Jan 2014 Received a grant from Walmart for empowering women for Project Prerna,which works for the sanitation and health hygiene of women.
    • Awarded to Ronak Jain
      Enactus National Competition - Jun 2013 Part of the team which stood 3rd in Enactus National Competition
    • Awarded to Ronak Jain
      Walmart for Women Empowerment project Walmart Jun 2013 Part of the team which stood 1st at Walmart Women Empowerment Challenge for Project Kruti,which helps in empowering women of blue collared workers.

  • Volunteer Experience

    • Vice President Projiects

      Issued by Enactus on Aug 2012
      EnactusAssociated with Ronak Jain