Jai Minocha

Co-Founder

South Delhi, Delhi, India4 yrs experience

Key Highlights

  • Strong background in financial planning and client relations.
  • Led multiple entrepreneurship projects focused on sustainable development.
  • Demonstrated leadership in organizing events and competitions.
Stackforce AI infers this person is a Finance and Investment professional with a focus on sustainable development and client relations.

Contact

Skills

Core Skills

Client RelationsFinancial PlanningSustainable Development Goals (sdg)EntrepreneurshipManagementExternal RelationsEquity ResearchPortfolio Management

Other Skills

Business AcumenCanvaCommerceCommunicationData AnalysisEmail ManagementEquity Research AnalysisEvent ManagementFinanceFinancial AnalysisIndustry ResearchInterpersonal SkillsLeadershipMarket ResearchMarketing

About

Bcom hons. Graduate from Shaheed Bhagat Singh College, University of Delhi. Finance Enthusiast. Curious Learner

Experience

Dezerv

Client Financial Partner

Dec 2024Present · 1 yr 3 mos · Saket, Delhi, India

  • Investment Management for Affluent Class of India
Client RelationsFinancial PlanningPrivate Wealth ManagementFinancial Analysis

Fincart financial planners

Wealth Manager

Jun 2024Oct 2024 · 4 mos · Noida, Uttar Pradesh, India · On-site

  • 1st Job
Personal Financial PlanningClient RelationsFinancial AnalysisFinancial PlanningPrivate Wealth Management

Connecting dreams foundation- sbsc chapter

2 roles

President

Promoted

Sep 2023Jun 2024 · 9 mos

  • Built a team , built a few Entrepreneurship projects with the team , Sold products , Did events , brought judges , built connections .
  • Learnt alot about SDG’s ( Sustainable Development Goals)
Sustainable Development Goals (SDG)Entrepreneurship

Co Founder and External Relations Head

Aug 2022Oct 2023 · 1 yr 2 mos

  • Built this society from Scratch
  • I got to know that i have a sweet spot for people who are less privileged and tried to make some their life better
Event ManagementManagementExternal Relations

Religare broking ltd

Equity Research Intern

Jun 2023Jul 2023 · 1 mo · Noida, Uttar Pradesh, India · On-site

  • This was my first Corporate Internship Experience .
  • Learnt alot about markets in general
  • How Different factors affect different industries share price
  • How trading terminals work
  • Algo-trading
Equity ResearchMarket ResearchEquity Research AnalysisIndustry Research

University of delhi

VCIS Intern

Sep 2022Nov 2022 · 2 mos · North campus

  • Built connections in the Admission Branch of DU
  • Analyzed the applications of prospective students based on standard admission
  • policies. Provided clarification to students' queries in a professional manner.
  • Advised students about the programs offered, admission procedure, eligibility, and costs involved.
Email Management

Finance & investment society, shaheed bhagat singh college

2 roles

Learner

Promoted

Aug 2022Jun 2023 · 10 mos · Delhi, India

  • I lead a team of 20 people in a mock stock competition
  • I helped in making the necessary infrastructure to organise a mock stock competition for the society
  • This helped me gains skills in portfolio management and making excel models
Microsoft ExcelPortfolio ManagementTeam Leadership

Social Media and Marketing Associate

Jan 2022Aug 2022 · 7 mos · Delhi, India

Canva

E-cell, shaheed bhagat singh college

2 roles

External relations associate

Jul 2022Nov 2022 · 4 mos · Delhi, India

  • The core team was not satisfied with my performance because i was in too many societies

Operations Associate

Jan 2022Nov 2022 · 10 mos · Delhi, India

International coordination and development programme (icdp)

2 roles

External Relations Associate

Promoted

Jan 2022Apr 2023 · 1 yr 3 mos

  • I anchored for events
  • Then lead a team to pull off a successful event
  • Brought industry experts as judges for the events and build connections with them
Team BuildingExternal RelationsPublic Relations

Social Media Associate

Jan 2022Mar 2023 · 1 yr 2 mos

Team BuildingCanva

Career counselling and guidance cell, shaheed bhagat singh college

External Relations Associate

Jan 2022Jun 2022 · 5 mos · Delhi, India

  • I was not satisfied with the core team

Education

Shaheed Bhagat Singh College

Bachelor's degree

Oct 2021Jun 2024

St. Mary's Academy - Saharanpur

Jan 2021Present

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