Chopa User
@chopauser
Relationship Manager at NIPPON INDIA MUTUAL FUND advising clients on portfolios and growing assets under management.
IndiaWhat I'm looking for
At NIPPON INDIA MUTUAL FUND, I specialize in client acquisition, portfolio advisory, and relationship retention. I provide tailored investment solutions and work to grow assets under management.
I conduct financial needs analysis, build long-term client trust, and support portfolio reviews and rebalancing. My work also includes engaging with high-net-worth individuals.
Before this, I worked as Assistant Manager at AXIS BANK, handling customer relationships and supporting retention and cross-selling. I also processed transactions including fund transfers, cheques, account openings, reconciliations, clearing, and cash transactions.
At AXIS BANK, I helped ensure branch financial controls and compliance with KYC, anti-money-laundering, and other regulatory requirements. I hold SP and NISM certifications and have a postgraduate qualification in psychology from IGNOU.
Experience
Work history, roles, and key accomplishments
Relationship Manager
Nippon India Mutual Fund
Jul 2025 - Present (1 year 4 months)
Specializing in client acquisition, portfolio advisory, and relationship retention. Proven track record of exceeding AUM growth targets and ensuring compliance with SEBI regulations.
Assistant Manager
Axis Bank
Jun 2022 - Jul 2025 (3 years 1 month)
Worked as Assistant Manager with thorough knowledge of banking and investment plans, ensuring branch financials are under control and adhering to KYC and AML norms. Improved customer retention and cross-sold products to increase profitability.
Education
Degrees, certifications, and relevant coursework
Jammu and Kashmir State Board of School Education
Higher Secondary Certificate, General
Completed 12th standard from JKBOSE in 2010.
Jammu and Kashmir State Board of School Education
Secondary School Certificate, General
Completed 10th standard from JKBOSE in 2008.
University of Jammu
Bachelor's Degree, General
Graduated from Jammu University.
Indira Gandhi National Open University
Master's Degree, Psychology
Completed post graduation in psychology from IGNOU.
NISM
NISM Certification, Securities Markets
NISM certified.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
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