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PALAK JAIN

Service Manager | Wealth Management & Investment Services | MBA (Finance & Business Analytics), DTU ’25 | Ex-Bajaj Capital | NISM XXI-A Certified

New Delhi

3+ years of work experience

WealthVault Research and Analytics Pvt. Ltd.
Oct 20259 mosPresent

Gurugram, Haryana, India

Bajaj Capital Ltd
Jun 20254 mosSep 2025

Delhi, India

Managing client onboarding, KYC, and compliance processes in line with SEBI/IRDA regulations, while preparing MIS reports and dashboards to support management decisions. Conducting mutual fund and stock research, drafting investment proposals, and contributing to portfolio discussions. Developing customized pre- and post-retirement financial plans, assisting in tax filing, and providing back-office as well as client support to relationship managers for seamless servicing.
Z-Axis (Art & Photography Club)
Aug 202411 mosJun 2025

As the Graphics Head at Z Axis Club, I lead the design of our visuals and ensure they match our identity. I oversee design projects, work with the team, and manage the creative process. This role has improved my skills in graphic design and teamwork. I’m passionate about creating visuals that communicate our message and help the club grow.
Z-Axis (Art & Photography Club)
Jul 20231 yr 2 mosAug 2024

At Z Axis Club, I’ve enjoyed being part of a creative team. As a member, I helped brainstorm ideas, assisted with design tasks, and worked with others to bring our projects to life. This role allowed me to develop my skills and see our teamwork make a positive impact on the club’s projects.
WealthVault Research and Analytics Pvt. Ltd.
Jun 20243 mosAug 2024

Gurugram, Haryana, India

Current intern at WealthVault Research & Analytics, focusing on private wealth management. Dedicated to providing clients with insightful financial strategies and comprehensive analysis to optimize their investment portfolios. Passionate about leveraging data-driven research to drive informed financial decisions and deliver exceptional client service.
Able
Jul 20231 moJul 2023

Remote

Conducted thorough research on education-related topics to create engaging and informative content. Developed diverse sets of questions to cover a wide range of subjects, ensuring comprehensive coverage. Maintained high standards of quality and accuracy by meticulously reviewing and editing materials before publication. This role involved both detailed research and a commitment to delivering well-crafted educational content.

Education

Delhi School Of Management, Delhi Technological University

Master of Business Administration - MBA

Delhi School Of Management, Delhi Technological University

20232 yrs2025
Delhi University

Bachelor of Management Studies, Finance, General

Delhi University

20203 yrs2023

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Headline

Service Manager | Wealth Management & Investment Services | MBA (Finance & Business Analytics), DTU ’25 | Ex-Bajaj Capital | NISM XXI-A Certified

About

I am an MBA graduate in Finance and Business Analytics with hands-on experience in wealth management, investment analysis, and financial planning. Currently working as an Operations Executive at Bajaj Capital, I manage client onboarding, compliance, MIS reporting, and support investment decision-making through fund research, portfolio discussions, and retirement planning. I am also gaining exposure in tax filing and creating investment proposals, which strengthens my understanding of end-to-end financial advisory and operations.

Location

New Delhi

Work experience

Service Manager at WealthVault Research and Analytics Pvt. Ltd., Oct 2025 - Present · 9 mos, Gurugram, Haryana, India

Operations Executive at Bajaj Capital Ltd, Jun 2025 - Sep 2025 · 4 mos, Delhi, India, Managing client onboarding, KYC, and compliance processes in line with SEBI/IRDA regulations, while preparing MIS reports and dashboards to support management decisions. Conducting mutual fund and stock research, drafting investment proposals, and contributing to portfolio discussions. Developing customized pre- and post-retirement financial plans, assisting in tax filing, and providing back-office as well as client support to relationship managers for seamless servicing.

Graphics Head at Z-Axis (Art & Photography Club), Aug 2024 - Jun 2025 · 11 mos, As the Graphics Head at Z Axis Club, I lead the design of our visuals and ensure they match our identity. I oversee design projects, work with the team, and manage the creative process. This role has improved my skills in graphic design and teamwork. I’m passionate about creating visuals that communicate our message and help the club grow.

Member at Z-Axis (Art & Photography Club), Jul 2023 - Aug 2024 · 1 yr 2 mos, At Z Axis Club, I’ve enjoyed being part of a creative team. As a member, I helped brainstorm ideas, assisted with design tasks, and worked with others to bring our projects to life. This role allowed me to develop my skills and see our teamwork make a positive impact on the club’s projects.

Finance Intern at WealthVault Research and Analytics Pvt. Ltd., Jun 2024 - Aug 2024 · 3 mos, Gurugram, Haryana, India, Current intern at WealthVault Research & Analytics, focusing on private wealth management. Dedicated to providing clients with insightful financial strategies and comprehensive analysis to optimize their investment portfolios. Passionate about leveraging data-driven research to drive informed financial decisions and deliver exceptional client service.

Web Content Writer at Able, Jul 2023 - Jul 2023 · 1 mo, Remote, Conducted thorough research on education-related topics to create engaging and informative content. Developed diverse sets of questions to cover a wide range of subjects, ensuring comprehensive coverage. Maintained high standards of quality and accuracy by meticulously reviewing and editing materials before publication. This role involved both detailed research and a commitment to delivering well-crafted educational content.

Education

Master of Business Administration - MBA, Delhi School Of Management, Delhi Technological University

Bachelor of Management Studies, Finance, General, Delhi University