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People · Investment Leaders
Chetan Jain · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Seasoned Investment Advisor ,Private banker & Family Office professional with expertise in Sales, strategic business planning, entrepreneurship ,wealth management and team management. Adept at executing sales ideas and streamlining business approach for revenue generation and profit maximization. Currently working as Investment Advisor - at ICICI Investment Management Ltd.•Providing end-to-end investment advisory services to Advisory clients.•Profiling clients and documenting their investment objectives.
Experience
Investment AdvisorCurrent
ICICI INVESTMENT MANAGEMENT COMPANY LIMITED · Mumbai, Maharashtra, India
Nov 2024 – Present
•Providing end-to-end investment advisory services to Advisory clients. •Profiling clients and documenting their investment objectives. •Creating advisory pitches + investment proposals. •Carrying out portfolio reviews. •Providing regular guidance and advice with respect to markets, investments, products, etc. •Working closely with Relationship Managers and their advisory clients. •Interacting regularly (including presentations) with clients for their advisory requirements . •Working closely with RMs, Team Heads and Business Heads for pitching the firm’s advisory credentials to prospects •Part of the Investment Advisory Division. •Compliance with SEBI Investment Advisory Regulations •Liaise with Legal/Compliance/Operations for process / documentation related aspects, and any regulatory requirements .