Masumi Jain

• Reengaged a large portfolio of dormant accounts through strategic client outreach and relationship-building, resulting in consistent month-over-month growth in client activity and retention.
• Spearheaded initiatives that significantly boosted revenue by expanding usage of financial products, with a strong focus on personalized client engagement and trust-building.
• Recognized consistently for excellence in long-term client relationship management, contributing to increased client lifetime value and loyalty.
• Built and managed a high-performing portfolio by aligning solutions with clients’ evolving financial goals and risk profiles, demonstrating strong advisory and consultative skills.
• Partnered with internal teams to streamline client onboarding and service delivery processes, improving turnaround times and enhancing customer experience

Supported relationship teams by preparing customized client performance summaries and market insights, helping enhance client engagement and retention.

Assisted in mapping client preferences and transaction patterns, providing inputs that contributed to personalized service delivery and upsell opportunities.

Analyzed internal workflows related to client onboarding and trade settlements, and proposed actionable changes that improved process efficiency and reduced turnaround time.

Collaborated with cross-functional teams (compliance, client servicing, and sales) to identify bottlenecks in daily operational tasks and helped streamline internal coordination.