Tejas Jain Email & Phone Number
Who is Tejas Jain? Overview
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Tejas Jain is listed as Senior Executive at Motilal Oswal Wealth Limited, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Tejas Jain.
Tejas Jain previously worked as Executive at Motilal Oswal Wealth Limited. Tejas Jain holds Bachelor'S In Management Studies, Corporate Finance, Financial Accounting & Taxation, Business Economics & Business Law, 9.23 Cgpa from University Of Mumbai.
Email format at Motilal Oswal Wealth Limited
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About Tejas Jain
🌟 Welcome to Your Wealth Journey! 🌟Are you ready to take charge of your financial future? I'm here to guide you every step of the way. With a proven track record as a trusted Wealth Manager Motilal Oswal, I specialize in creating tailored strategies that align with your aspirations.💼 About Me:As an Equity Portfolio Expert and Derivative Strategist, I bring a wealth of knowledge and experience to the table. My expertise extends to Fixed Income Securities, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Retirement Planning. With a deep passion for finance, I've dedicated my career to helping individuals like you achieve financial success.🤝 Your Financial Partner:Your dreams and goals are my top priority. I understand that each financial journey is unique, which is why I'm committed to crafting personalized solutions that cater to your specific needs. Whether you're aiming to maximize your returns, diversify your portfolio, or plan for retirement, I'm here to create a roadmap that works best for you.📈 Why Choose Me:Transparency, professionalism, and ethical practices are at the core of everything I do. Throughout my career, I've built lasting relationships by providing honest advice and delivering results. You can trust me to navigate the complexities of the financial landscape and guide you towards making informed decisions.🔑 Let's Connect:Embark on your wealth journey with a partner you can rely on. I invite you to connect with me to explore how I can assist you in achieving your financial goals. Together, we'll secure your financial future and turn your aspirations into reality.📩 Reach out today and let's start crafting your wealth journey together! 🚀
Tejas Jain's current company
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Tejas Jain work experience
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Executive
Current• Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.• Individually handling clients with a book size of 1 crore & above.• Creation of revenue & Activation of clients through effective Advisory.• Cross-selling of other products like Mutual funds, PMS & Insurance.• Handling Queries & complaints of clients & solving them within TAT.• Acquiring new clients & retaining old clients by periodic meetings.• Profiling clients by conducting in-depth reviews of client's financial requirements, analysing information & accordingly building their portfolios.
Tejas Jain education
Frequently asked questions about Tejas Jain
Quick answers generated from the profile data available on this page.
What company does Tejas Jain work for?
Tejas Jain works for Motilal Oswal Wealth Limited.
What is Tejas Jain's role at Motilal Oswal Wealth Limited?
Tejas Jain is listed as Senior Executive at Motilal Oswal Wealth Limited.
Where is Tejas Jain based?
Tejas Jain is based in Mumbai, Maharashtra, India while working with Motilal Oswal Wealth Limited.
What companies has Tejas Jain worked for?
Tejas Jain has worked for Motilal Oswal Wealth Limited.
How can I contact Tejas Jain?
You can use AeroLeads to view verified contact signals for Tejas Jain at Motilal Oswal Wealth Limited, including work email, phone, and LinkedIn data when available.
What schools did Tejas Jain attend?
Tejas Jain holds Bachelor'S In Management Studies, Corporate Finance, Financial Accounting & Taxation, Business Economics & Business Law, 9.23 Cgpa from University Of Mumbai.
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