Sanchit Jain
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Sanchit Jain Email & Phone Number

Location: Bengaluru, Karnataka, India 17 work roles 5 schools
1 work email found @cci.in LinkedIn matched
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Role
Doctoral Candidate
Location
Bengaluru, Karnataka, India
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Sanchit Jain is listed as Doctoral Candidate at Indian Institute of Management Bangalore, a with 501 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a work email signal at cci.in and a matched LinkedIn profile for Sanchit Jain.

Sanchit Jain previously worked as Doctoral Research Assistant at Indian Institute Of Management Bangalore and Finance Content Writer at Finance Ke Funde Academy. Sanchit Jain holds Doctor Of Philosophy - Phd, Accounting And Finance from Indian Institute Of Management Bangalore.

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About Sanchit Jain

As a Ph.D. candidate in Finance at IIM Bangalore, I specialize in cutting-edge research on text analysis, corporate finance, and the interaction of law and finance. My research is driven by a deep understanding of Indian financial markets and a passion for staying up-to-date on the latest trends and regulatory environment in the industry. I have a wealth of professional experience, starting with an internship at EY in 2012, where I gained experience in statutory audit assignments. I then worked on internal audit assignments at ASA & Associates and had a brief stint with an M&A profile as an analyst with CCI. I have held senior positions at ICICI Asset Management as a Senior Product Manager training hundreds of banking professionals and at B&K Wealth, where I led the product team and was instrumental in creating research SOPs. I am passionate about increasing financial literacy and empowering individuals and businesses to take control of their finances and reach their financial goals. I started 'Finance ke Funde' to spread awareness about personal finance. I also volunteered as a financial coach with Teach for India. I am actively involved with ICAI through various committees and mentoring CA students to study more effectively.My achievements include the Stunning Debutant Award for streamlining the training process for new joiners at ICICI Mutual Funds and Best Paper Presenter award at WIRC, ICAI. I firmly believe that learning is a continuous process and becomes more accessible when it's fun. I actively share my financial knowledge and insights through my LinkedIn posts and articles, using the hashtags #financekefunde.I welcome the opportunity to connect with like-minded individuals and organizations who share my passion for financial education and empowerment.

Listed skills include Financial Accounting, Financial Modeling, Microsoft Excel, Creative Writing, and 16 others.

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Indian Institute of Management Bangalore
Indian Institute Of Management Bangalore
Doctoral Candidate
Bengaluru, KA, IN
Website
Employees
501
AeroLeads page
17 roles

Sanchit Jain work experience

A career timeline built from the work history available for this profile.

Doctoral Candidate

Current

Bengaluru, Karnataka, India

Research Interests include Mutual Funds, Business Groups, Spillovers, Corporate Governance and Regulation Impact analysis

Jul 2023 - Present

Doctoral Research Assistant

Bengaluru, Karnataka, India

1. Replication of Economic Survey2. Replication of Fama French four and five factor models

Jun 2021 - Jul 2023

Personal Finance Trainer

Current

B2B Training On a mission to use my knowledge & experience to empower you to befriend money, understand investments & create financial plans to achieve your goals.Youtube: https://www.youtube.com/c/FinanceKeFunde

Jun 2018 - Present

Senior Coordinator

Vikasana is the Social Impact Club of IIM-B. ✨ Leading social media team. ✨ Volunteer in organizing various events to raise funds, such as marathons, creativity for a cause, and blood donation drive

Nov 2022 - Jun 2024

Financial Trainer/Coach (Volunteer)

May 2020 - May 2022

Senior Product Manager

Mumbai, Maharashtra, India

Lead a three-member product team.Additional Responsibilities:🔸 Product Research🔸- Manage relationships with external product manufacturers (MF, PMS, AIF & Structured products)- Active interaction with product manufacturers to understand attractive investment opportunities, trends in the market to become an early mover.- Identify and set up processes for continued evaluation of existing product suite and assessment of new opportunities.- Standardisation of the processes and templates, leading to a significant reduction in time taken for completion (e.g. three days process reduced to three hours)- Organise and Moderate Investment Committee Meetings periodically to evaluate products and present findings to the team.🔸 Management Initiatives (& Digital advancement)🔸- Implement relevant strategic & tactical management initiatives.- Workflow management: Removed/replaced redundant parts of the processes to increase productivity and reduce time taken—automation of mundane processes/tasks.- Active involvement in upgrading existing software to manage operational activities to align with the business requirements.- Development & support on future digital projects to help the business have a digital transformation and ease of business. (eg. Digital MF KYC, Digital application processes)- Overseeing cash flow management software (built in-house) 🔸 Client Communication & Sales Support🔸- Collection and analysis of data to generate relevant reports and outputs which impact business decisions- Supporting the Sales team with inputs regarding Products, Markets, Strategic Initiatives, MIS, Operational aspects, etc.- Creation of client mailers on client communication to be sent on any regulatory change/product update/process changes etc- Accompanying sales team for client meetings and interactions.

Jun 2020 - Jun 2021

Senior Product Manager

Mumbai Area, India

Highlights:- Responsible for setting up the Product Team and related processes (SOP design).- 100+ client portfolio reviews with suggested allocation- 50+ goal-based financial planning analysisResponsibilities:🔸Relationship & liasion🔸Build relationships with external fund houses and product manufacturers (MF, PMS, AIF, and structured products) to receive product updates and arrange information for clients. 🔸 Client Portfolio Review🔸Conducting detailed portfolio review for existing portfolios based on in-depth analysis of the underlying. A detailed call to action is provided with respect to asset allocation, product selection, and execution.🔸 Goal-Based Planning🔸Designed a comprehensive template to assess the financial needs of the client, and recommend an asset allocation both on individual goal level and a comprehensive plan. 🔸 Product Whitelist🔸 (Recommendation List)Creating product whitelist for both debt and equity products, based on detailed selection parameters like fund performance, fund manager record, portfolio.🔸 Process Standardisation & Automation🔸Developing a standard process for risk profiling, portfolio reviews, scheme research, suggested allocation, and product recommendations along with designing Morningstar templates. 🔸 Training & Development🔸Conducting training for internal employees to facilitate a better understanding of macro indicators, market conditions, and assessment of client needs.🔸 Opportunity identification & liaison🔸Evaluating new investment and financial services-related opportunities. Empanelment of the approved offerings (including negotiation of commercials). Liaison with Legal/Compliance to execute agreements.🔸 Softwares🔸ICRA MFI, NAV India, Morningstar Direct, Bloomberg Terminal

May 2019 - May 2020

Product Specialist

Mumbai, Maharashtra, India

Highlights:- 211 Direct Meetings with IFA Partners across Mumbai - Conducted 56 Knowledge Sessions for Distribution Partners (Multiple Channels)- Facilitated 35 Training sessionsAdditional Responsibilities: 1. Responsible for product level targets for the region for certain specified products across equity and debt.2. To actively work on low market share distribution counters with the sales team and include them as a part of the branch visit.3. Support to create simpler business communication on focused products along with the products team.4. Provide market feedback to investments team on competition products position and product sales in the market.5. Provide critical on-ground feedback to enhancing business activities.

Sep 2018 - May 2019

Management Trainee, Product Sales

Mumbai

Highlights:- Conducted 128 Knowledge Sessions for Distribution Partners (Multiple Channels)- Facilitated 46 Training sessions- Created 'One Pager' product communications for easy understanding by Retail Sales TeamAccolade:Awarded 'Stunning Debutant' for initiatives taken for standardisation of employee training and development. Initiatives:1. Liasoning with ICAI to conduct events for investor awareness and opportunities in Financial Markets.2. Provided detailed suggestions for use of social media (Whatsapp & Instagram) to enhance brand image. - Implemented in 2019-203. Project with MT batch on study of top holdings of various schemes.Responsibilities (Product Team):1. Responsible for Concept Selling across the region, leveraging existing distributor relationships.2. Conduct regular huddles/conference calls/meetings with the distributors for product, market and knowledge update. (Group of 30-50)3. Conduct regular training sessions for internal employees for continuous knowledge upgrading.4. Work with sales in increasing distribution spread and product mix.5. Resolution of distributor/investor queries on funds/products6. Gathering feedback on branch/distribution/team/customer service etc. during branch visit.7. Software-based data (performance/portfolio) extraction, analysis and visualisation for use by the sales team.8. Creation of templates for sales communication (including rolling returns, Peer Analysis & Products Summary Presentation) 9. Regular Communication around Changes in Debt Quant, Equity Top Holdings and Dividend IllustrationResponsibilities (Sales)Part of Sales team managing sales through ICICI Bank Wealth Channel, to obtain understanding of ground level situation, through interaction with Relationship Managers (RM), Branch Managers (BM) and Investment Advisors (IA)

Sep 2017 - Sep 2018

Educator

Sj Tutorials

Mumbai Area, India

Teaching students of CA Final - ISCA, Audit and Law with memory techniques

Aug 2016 - Mar 2017

Analyst, Transaction Advisory

Mumbai Area, India

Highlights- 7 prospect research assignments- 3 valuation assignments based on 4 method combination- 4 information memorandum assignments-1 due diligence assignmentClientele Handled:- Leading Paint Manufacturing company- Renowned Interior designer & Turnkey Consultant- Leading chemical manufacturing company- Hong Kong-based Gasket & tube manufacturer- Well known diagnostic chain in Maharashtra & GoaWork Executed:- Research of prospective companies for acquisition, - Carrying out business valuations using valuations model (a combination of DCF & Price Multiples)- Preparation of corporate presentations - Teaser & Client Presentation- Carried out due diligence assignment for prospective acquisition & found potential issues for client.

Jul 2015 - Feb 2016

Article Assistant

Mumbai, Maharashtra, India

Highlight:Awarded 'Tech Savvy Person' award for contribution in creating standardised templates for simplifying audit process.Clientele Handled:- Premier diamond jewelry manufacturer & exporter- Manufacturer, wholesaler, supplier & exporter of Industrial Oils, Lubricants & Industrial Waxes- Varodara (Gujarat) based manufacturer of Separators used by Pharmaceutical & Food Processing companies- Mumbai based BPO run and managed by a leading software gaint- Leading multi-speciality hospital in Mumbai- Swiss manufacturer of flavors, fragrances, and active cosmetic ingredientsWork Executed:- Detailed examination of the processes of the auditee- Verification of existence & effectiveness of internal controls- Discussion & correction of irregularities observed during the audit process- Physical verification of assets- Continuous communication with the management to ensure proper accounting & presentation as per applicable standards- Assisted team with new Rules as per Companies Act, 2013 & simplified the execution of several audit processes by creating audit templates

Jul 2014 - Jul 2015

Article Assistant

Ahmedabad, Gujarat, India

Highlight:Conducted first ever PAN India audit for an automotive battery maker and prepared comprehensive report which was highly appreciated by the management.Clientele Handled:- Surendranagar (Gujarat) based pharamaceutical manufacturer & exporter- Sanand (Gujarat) based company engaged in manufacturing & supply of micro irrigation systems and ducting network solutions- Prantij (Gujarat) based manufacturer of lead acid batteries for cars, two-wheelers and UPS applicationsWork Executed:- Physical verification of assets- Reconciliation and verification of purchase and sales registers.- Internal Audits including extensive work on design & testing of Control Matrix and special purpose audits.

Aug 2013 - Jul 2014

Article Assistant

Ey

Ahmedabad, Gujarat, India

Clientele Handled:- UK's leading manufacturer in sustainable stone wool insulation materials for thermal, fire and acoustic insulation- Japan based manufacturer of Consumer Durables (Air Conditioners, Refrigerators, Television Sets)- Company engaged in development, construction, operation and maintenance of infrastructure projects (roads & highways)- One of India's largest private multi-port operator- Ahmedabad based leading Manufacturer of Plastics Injection Moulding Machines & Blow Moulding Machines in India- Ahmedabad based company enagged in production and marketing of edible, cooking, and other oilsWork Executed:- Performed Statutory Audit assignments as per the Global Audit methodology (GAMx)- Conducted Opening Balance Verification- Carried out physical verification of assets- Audit of Cash & Bank, Payroll, Statutory Dues and Loans & Advances- Verification of Data sent for Actuary Valuation (i.e. Leave Encashment and Gratuity)- Reconciliation of Trade Payable & Receivable Balances as per books and as per Confirmations.

Aug 2012 - Aug 2013
5 education records

Sanchit Jain education

Doctor Of Philosophy - Phd, Accounting And Finance

Activities and Societies: Elected Member of Student Academic Committee - Responsible for Alumni & Placement (2021-22) Member of Vikasana.

Bachelor Of Commerce - Bcom, Accountancy, Cgpa 3.665 (70%-74%)

Activities and Societies: - Represented a college in Concourse: Innovation Vortex, a State Level Management Competition and awarded Third.

Higher Secondary Education, 11Th And 12Th Commerce With Mathematics, 90.2%

Prakash Higher Secondary School

Activities and Societies: - Editorial Board, School Magazine - Special Mention Award in TOI Essay Competition (by Times of India)

Secondary Education, 5Th To 10Th, Class 10Th: 89.4%

Activities and Societies: - Second Position, Science Fair for botany project, - Best Painting Award, water colour potrait

FAQ

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What company does Sanchit Jain work for?

Sanchit Jain works for Indian Institute of Management Bangalore.

What is Sanchit Jain's role at Indian Institute of Management Bangalore?

Sanchit Jain is listed as Doctoral Candidate at Indian Institute of Management Bangalore.

What is Sanchit Jain's email address?

AeroLeads has found 1 work email signal at @cci.in for Sanchit Jain at Indian Institute of Management Bangalore.

Where is Sanchit Jain based?

Sanchit Jain is based in Bengaluru, Karnataka, India while working with Indian Institute of Management Bangalore.

What companies has Sanchit Jain worked for?

Sanchit Jain has worked for Indian Institute Of Management Bangalore, Finance Ke Funde Academy, The Corporate Ally (Tca), Vikasana, and Noor.

How can I contact Sanchit Jain?

You can use AeroLeads to view verified contact signals for Sanchit Jain at Indian Institute of Management Bangalore, including work email, phone, and LinkedIn data when available.

What schools did Sanchit Jain attend?

Sanchit Jain holds Doctor Of Philosophy - Phd, Accounting And Finance from Indian Institute Of Management Bangalore.

What skills is Sanchit Jain known for?

Sanchit Jain is listed with skills including Financial Accounting, Financial Modeling, Microsoft Excel, Creative Writing, Ms Excel Pivot Tables, Research, Data Analysis, and Corporate Finance.

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