Mohit Jain has over 8 years of experience in financial markets, operations, key account management, client relationship management, and team management. He is currently working with Aditya Birla Money Ltd. He leads, mentors, and monitors teams to ensure efficiency and meeting of targets. He has experience developing financial plans for clients by analyzing their financial status and discussing options. He has worked in roles managing sales teams and client relationships at multiple financial services companies.

1. Mohit Jain (MBA in Finance & Marketing)
Mobile No. 9899932412
Experience 8 Years
Email Id me_mohit2003@yahoo.co.in
A Self motivatedandresultorientedprofessional withover 8 yearsexperience in Financial Markets,
Operations,KeyAccountManagement,ClientRelationshipManagement,andTeamManagement.
Currentlyworkingwith Aditya Birla MoneyLtd (Dec14 – Till now).
 Leading,mentoring&monitoringthe performance of the teamtoensure efficiency inprocess
operations&meetingof individual&Teamtargets.
 Enterprisingteamplayerandleaderwiththe abilitytotake toughcallsandindependentlylead
teamswitha resultorientedapproach.
 Developandimplementfinancial plansforindividuals,businesses,andorganizations,utilizing
Knowledgeof investmentstrategies,securitiesandinsurance.
 Interviewclienttodetermine client'sassets,liabilities,cashflow,insurancecoverage and
financial objectives.
 Analyze client'sfinancialstatus,developfinancial planbasedonanalysisof data,anddiscuss
financial optionswithclient.
 Prepare andsubmitdocumentstoimplementplanselectedbyclient.
 Maintaincontact withclienttorevise planbasedonmodifiedneedsof clientorchangesin
investmentmarket.
 Referclienttootherestablishmentstoobtainservicesoutlinedinfinancial plan.
 An effective communicatorwithexceptionalrelationshipmanagementskills.
Key Management Areas
 Drivingsalesinitiativestoachieve businessgoals&managing the frontline salesteamtoachieve
them.
 Handlingthe RelationshipManagersandensuringproperservice tothe customers.
 Channel sales,corporate sales,marketingproducttraining,marketresearch,relationship
management.
 Initiating&developingrelationshipswithkeydecisionmakersintargetorganizationsfor
business development.
 Collectingandcollatingcompetitiondataandsuggestionandimplementingsuitablestrategyto
the competitionthusbecomingthe marketleader..
 Building,nurturing&maintaininghealthy,cordial mutuallybeneficial businessrelationshipwith
Customers.
WORK EXPERIENCE
Globe Capital Ltd (April14 – Dec14)
 AdvisingHNI”ClientsontheirEquity/derivative,mutualfunds portfolio for long/medium/short
term period.

2.  Creating & sustaining a dynamic environment that fosters development opportunities &
motivates high performance amongst team members.
J M Financial Services Pvt Ltd (Feb12 – 31March14)
 Acquisition,Servicingnew aswell asexistingclientsby familiarizingthemwiththe technology
usedat JM Financial ServicesLtdandfacilitatingtheirfinancialneeds.
 Coordinatingwiththe branchforsmoothprocessingof the applications.
 AdvisingHNI”ClientsontheirEquity/derivative,mutualfundsportfolioforlong/medium/short
termperiod.
IndiaInfoline Ltd Team Manager (August09 – January 12)
 Coordinatingwiththe branchforsmoothprocessingof the applications.
 Leading,mentoring&monitoringthe performance of the teamtoensure efficiencyinprocess
 Operations &meetingof individual&grouptargetsfor branch.
 Co-ordination manpowerplanning,recruitment,selection,inductionand socialization activities
inthe organization andinvolveinpolicyformulation.
 Creating& sustainingadynamicenvironmentthatfostersdevelopmentopportunities&
motivateshigh performanceamongstteammembers.
 Handlingclient/teammembers’queriesontradesandmanagingrisk.

Religare securities Ltd Manager (May07-July09)
 Proficientatconductingjointfieldworkwiththe RelationshipManagers.
 Demonstratedexcellence inacquiringmaximumnumberof clientsandgeneratinghighest
revenue.
 Proventrack recordof beingapart of the Manager’s DreamTeam inNov’08 forgenerating
maximumrevenueforthe branch.
 FacilitatingequityandCommoditiesonline/offline tradingondailybasisbyprovingthemwith
trade in cash and derivatives(future options).
Altos Advisory Services Ltd Financial Analyst (July06-April07)
 Acquisition,Servicingnew aswell asexistingclientsby familiarizingthemwiththe technology
usedat AltosAdvisoryServicesLtdandfacilitatingtheirfinancialneeds.
 AdvisingHNI”ClientsontheirEquity/derivative,mutualfundsportfolioforlong/medium/short
termperiod.
 Recruitment,training,motivation forthe team(9member)of Relationshipmanagersand
responsible forachievingsalestarget/revenue.
 Collectingandcollatingcompetitiondataandsuggestionandimplementingsuitablestrategyto
the competitionthusbecomingthe marketleader.
 Active participantof HR performance appraisal forthe team.
ACADEMIC DETAILS

3. 2006 MASTERS OF BUSINESS ADMINISTRATION {Finance &Marketing}
From INSTITUTE OF MANAGEMENT STUDIES, Noida
(AffiliatedtoU.P.TechUniversity,Lucknow)
2006 DIPLOMA INEXPORT & IMPORT MANAGEMENT from IIMT Chennai
2003 BACHELOR OF COMMERCE from Govt.College,M.DUniversity,Narnaul
2000 10+2 fromA.S.D.seniorsecondaryschool,Narnaul (H.B.S.EBoard)
EXTRA –CURRICULAR ACTIVITES
Winnerinintercollegiate chesschampionshipfor 2004-06 at IMS
PERSONAL DETAILS
Father’sName : RajenderKumarJain
Date of Birth : 15-August-1982
Nationality : Indian
Marital Status : Married
LanguagesKnown : Hindi,English
LocationPreference : Delhi & NCR