- Assets under management of Sameer Jain at Rs 215 crores
- 2.17 crore per month investment from customers
- Serving over 4,900 clients in the insurance and investment sectors
Pune : Pune-based mutual fund distributor Sameer Jain has proved that success in the financial services sector can be achieved through consistency, discipline and the right partnerships. Jain, who started his career in 2002, has grown his business through a partnership with NJ Wealth to an Assets Under Management (AUM) of around Rs 215 crore.
Jain initially worked as an insurance agent at Max Life Insurance. After that also gained experience in general insurance sector with ICICI Lombard. In 2006, his business took a new direction after joining with NJ Wealth. This provided them access to the technology, research and efficient backend support required to expand mutual fund distribution.
Today, Jain serves more than 4,900 clients in the insurance and investment sectors. About 1,500 of these customers are mutual fund investors. Around Rs 2.17 Crores are invested every month by their customers through Systematic Investment Plan (SIP).
NJ Wealth's digital facilities simplify customer registration, transaction and portfolio monitoring. Investment performance reports, research-based information and support for proper portfolio selection help better serve clients. Also, digital facilities make it possible to maintain contact with customers even 250 kilometers away.
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Jain says business management has become more effective with regular training, scheduled meetings and collaboration with relationship managers. According to him, while technology is important, regular communication with customers and disciplined work are the mainstays of success. In the beginning, he emphasized ten phone calls and three meetings per day. Today referrals from old customers are playing an important role in their business growth. Being able to help customers save for children's education, buy a home and plan for retirement is the biggest satisfaction for us, says Jain.
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