Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ashka Mehta gulati

Mumbai

Summary

Dynamic person with expertise in leading Institutional Equity Sales initiatives. Drives client engagement by enhancing tiering for major domestic institutions, securing top quartile status in a competitive market. Cultivateing high-performance and develops relationships, maximising portfolio performance.

Overview

23
23
years of professional experience

Work History

Vice President- Institutional Equity Sales

PhillipCapital Indian Pvt. Ltd.
Mumbai
02.2014 - Current
  • Led Domestic Equity Sales efforts for Phillipcapital for 10 years.
    Enhanced tiering for significant domestic institutions like HDFCMF ,UTIMF,CRMF.
    Managed diverse mutual fund and insurance portfolios successfully.
    Preserved top quartile status within the competitive landscape.
  • Other MF accounts serviced: Bandhan,Tata, edelweiss,Invesco,

Manager - Institutional Sales

AMSEC - Asian Market Securities Pvt;. Ltd.
Mumbai, India
10.2008 - 11.2013
  • Serviced domestic accounts through research interactions and corporate access for five years at AMSEC.
  • Empanelled major accounts, including Max Life Insurance and Birla Insurance, enhancing portfolio strength.

Manager

Edelweiss Securities Pvt. Ltd.
Mumbai
09.2006 - 09.2008

I worked 2 years on sales trading and dealing profile to undertsand the execution and sales trading profile.

Relationship Manager

ILFS Investsmart Securities Ltd
Mumbai
05.2003 - 08.2006
  • Initiated career as intern with ILFS Investsmart, subsequently promoted to Relationship Manager overseeing sales relationships with HNI and retail learning portfolios, advising on trade execution.

Education

Master of Business Administration -

Wigan and Leigh College UK
Mumbai
2004

Diploma in Finance -

NMIMS
Mumbai
2002

BCOM -

Narsee Monjee College
Mumbai, IN-MH
2001

GRADUATION -

Jamnabai Narsee School
Mumbai
2001

Skills

  • Client relationship management
  • Strive to achieve the best result

Languages

Hindi
Upper Intermediate
B2
English
Upper Intermediate
B2
Gujarati
Upper Intermediate
B2

Timeline

Vice President- Institutional Equity Sales

PhillipCapital Indian Pvt. Ltd.
02.2014 - Current

Manager - Institutional Sales

AMSEC - Asian Market Securities Pvt;. Ltd.
10.2008 - 11.2013

Manager

Edelweiss Securities Pvt. Ltd.
09.2006 - 09.2008

Relationship Manager

ILFS Investsmart Securities Ltd
05.2003 - 08.2006

Master of Business Administration -

Wigan and Leigh College UK

Diploma in Finance -

NMIMS

BCOM -

Narsee Monjee College

GRADUATION -

Jamnabai Narsee School
Ashka Mehta gulati