# Chopa User

Chopa User is a remote worker on Himalayas, Relationship Manager at Nippon India Mutual Fund, based in India.

Source: https://himalayas.app/@chopauser

```text
Relationship Manager at NIPPON INDIA MUTUAL FUND advising clients on portfolios and growing assets under management.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 1500k+ INR |
| Job categories | Relationship Manager |
| Skills | Mutual Funds Advisory, Mutual Fund Sales, Client Acquisition, Customer Relationship Management, AUM Growth, Portfolio Advisory, Portfolio Review, Investment Portfolio Rebalancing, Financial needs analysis, Investment Solutions, Market Research, Investment Strategy, HNI Engagement, Cross Selling, Upselling |

## What I'm looking for

```text
I’m seeking a challenging career with a leading organization where I can cultivate and nurture my skills, display my talent, and contribute to the organization.
```

## About

```text
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

### Relationship Manager (current)

Nippon India Mutual Fund. Jul 2025 - Present

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Specializing in client acquisition, portfolio advisory, and relationship retention. Proven track record of exceeding AUM growth targets and ensuring compliance with SEBI regulations.
```

Skills: Mutual-Funds-Advisory, Sales, Customer-Relationship-Management, AUM-Growth, Portfolio-Review, Rebalancing, SEBI-Compliance, KYC-Documentation, Cross-Selling, Upselling, Market-Research, Investment-Strategy, HNI-Engagement

### Assistant Manager

Axis Bank. Jun 2022 - Jul 2025

```text
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.
```

Skills: Banking, KYC, AML, Customer-Relationship-Management, Cross-Selling, Financial-Analysis, Reconciliations, Cash-Management

## Education

### Jammu and Kashmir State Board of School Education

Higher Secondary Certificate, General

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Completed 12th standard from JKBOSE in 2010.
```

### Jammu and Kashmir State Board of School Education

Secondary School Certificate, General

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Completed 10th standard from JKBOSE in 2008.
```

### University of Jammu

Bachelor's Degree, General

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Graduated from Jammu University.
```

### Indira Gandhi National Open University

Master's Degree, Psychology

```text
Completed post graduation in psychology from IGNOU.
```

### NISM

NISM Certification, Securities Markets

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NISM certified.
```

## Tech stack

- Microsoft Excel
- Tally

To contact Chopa, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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