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Nitin Jain — Senior Investment Advisor (Associate Leadership Team) · ICICI Bank · Mumbai Metropolitan Region.
Direct contact
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About
Investment professional with over two decades of experience spanning institutional commodity markets, investment product management, private banking and Family Office advisory. Currently advise Family Offices, UHNIs and Institutional Treasuries across multi-asset portfolio strategy, asset allocation and investment policy frameworks. My journey through global commodity markets, derivatives, discretionary PMS, wealth management and private banking has shaped a macro-led and cross-asset approach to investing. I particularly enjoy connecting developments across economics, markets and asset classes with practical portfolio decisions. I also share my perspectives on macroeconomics, financial markets and investment themes under #NitinJainInsights.
Experience
Senior Investment Advisor (Associate Leadership Team)Current
ICICI Bank · Mumbai
Nov 2021 – Present
Investment Advisory – Family Office: Currently advise Family Offices, UHNIs and Institutional Treasuries across IPS-led asset allocation, multi-asset portfolio construction, portfolio reviews and investment strategy. Also partner with Family Office teams to develop and deepen advisory relationships. Earlier – Family Office Relationship Management: Managed Family Office and UHNI relationships across banking, lending and investment solutions, working with advisory, product and credit teams to address complex client requirements and deepen relationships.
Relationship Manager - Burgundy
Axis Bank · Mumbai Metropolitan Region
Feb 2016 – Sep 2021
Managed Burgundy UHNI relationships and investment portfolios across traditional and alternative asset classes.
Education
Skills
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