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Jaya Obhan — Vice President · Neo Wealth and Asset Management | The Family Office Stack

People · Advisors · Finance & Operations

Jaya Obhan

Multi Family Office - Neo Wealth

Vice President · Neo Wealth and Asset Management

Role confidence VerifiedLocation Mumbai, Maharashtra, IndiaFollowers 5.1KConnections 5.0K

Jaya Obhan — Vice President · Neo Wealth and Asset Management · Mumbai, Maharashtra, India.

Direct contact

No direct contact on file for Jaya yet.

About

Helping HNIs and UHNIs manage their wealth across asset classes.

Experience

Vice PresidentCurrent
Neo Wealth and Asset Management · Mumbai, Maharashtra, India
Dec 2022 – Present
Client Services
Club Millionaire Financial Services Private Limited
Dec 2020 – Dec 2022

Education

National Institute of Securities Markets (NISM) — Mutual Fund Distribution · Mar 2025 – Feb 2027
Ramnarain Ruia College — Bachelor of Arts - BA, French Language and Literature · 1998 – 2000

Skills

Relationship BuildingCustomer Relationship Management (CRM)Process ImprovementTrainingCustomer ServiceManagementSalesTeam Management

Recent activity

Be Safe... Be Productive...!!
2020-03-18T00:00:00.000Z · view ↗
Leadership is a Skill All Leaders Need Including Maharashtra

2019-11-27T00:00:00.000Z · view ↗

Goal Setting- Your Ultimate Goal to Succeed...!

2019-08-23T00:00:00.000Z · view ↗

The Principle of 'Sowing and Reaping' Can Change the Tables at Workplace.

2019-08-21T00:00:00.000Z · view ↗

Your Only Key to Success - You!!

2019-08-20T00:00:00.000Z · view ↗

Know Your Personality...D.I.S.C

2019-02-20T00:00:00.000Z · view ↗

Maximize ROI of Your Sales Meets

2019-01-31T00:00:00.000Z · view ↗

Related professionals · Neo Wealth and Asset Management

Aniket Menon — Managing Director - Neo Multi Family office
Anjali Khurana — Managing Director
Hardik Barot — Neo group - Multi family office | 360 One WAM | Nuvama | Founder Kartavya Foundation (education for all)
Kusharaj Bhandary — CEO & MD, Multi Family Office
Monisha Udhani — Executive Director
Omar Sharieff — Managing Partner - Private Wealth

More Finance & Operations

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Subia Kapoor — Lead- Operations & Service I Gurnani Family Office I · Assago Group
Chaitanya Dabholkar — Chief Investment Officer · Asiana Alternative Investment Fund
Danish Akhtar — Vice President · Anand Rathi Wealth Limited
Aditya Gangan · InCred Wealth
Rima Mathias — VP - Key Clients Group Family Office · 360 ONE Wealth

Organisation

Neo Wealth and Asset Management

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown