NILESH DEVDHEKAR
Business Development
Thane West
Summary
Over 28 years within the financial service industry, currently self employed and worked with CDSL as AVP - Business Development for Institutional sales. Experience in building & growth of business across financial markets covering multiple asset class and different geography across South Asia, developing business with the Corporate & Financial Institutions. Prior to CDSL worked with Thomson Reuters - India, Citi Group, ICICI Securities and CLSA.
Overview
29
29
years of professional experience
Work History
Proprietor
Kuberdev Wealth
Thane
10.2023 - Current
- Mutual Fund Distribution - AUM of 5 Crore
- Insurance - Life & health Insurance
- Unlisted stocks placement
- Financial awareness programmers for society
Asst. Vice President
Central Depository Services (India) Ltd
Mumbai
10.2023 - 10.2023
- Work closely with PSU, Private & Co-op Banks for empanelment & new products ( onboarding new customers , KYC automation & pay in -out of shares)
- Interacting with corporate for management of virtual AGM and listing ISINs
- Registration of Global Depository & DDP with leading banks & financial institutions and relationship management with Mutual Funds & Corporates.
- Depository Participant - Help them to build digital platform to on-board customer.
- Conducting training for the DP.
- Monitoring new project & Conducting training for the DP.
- Conducting monthly review for the team.
Asst. Vice President
Cogencis financial service Limited
06.2017 - 10.2023
- Business Development - Capital Market
Account Manager
Thomson Reuters
10.2015 - 05.2017
- Account management - Corporates and Banks
Sales Trader
Emkay Global Financial Services Limited
08.2012 - 09.2015
- Business Development - Mutual Funds & Foreign Institutional Investors
Dealer
Citi Group
01.2007 - 01.2009
- Execution of transaction on behalf of Mutual Funds & Foreign Institutional Investors
Dealer
CLSA India
01.2005 - 01.2007
- Execution of transaction on behalf of Mutual Funds & Foreign Institutional Investors
Officer
ICICI Securities Limited
01.2001 - 01.2005
- Execution of transaction on behalf of Mutual Funds & Foreign Institutional Investors
Sales officer
Karvy Stock Broking Limited
01.1996 - 01.2001
Education
MFSM - Masters in financial service and management
Alkesh Dinesh Mody Institute for Financial
01.2005 - 01.2008
Bachelor of Commerce - Accounting & Economics
University of Mumbai
01.1990 - 01.1996
High School Diploma -
Datapro Infotech
Mumbai 04.2001 -
Skills
Business Development
Sales
Transaction
Order Management
Key Account Management
undefinedTimeline
Proprietor
Kuberdev Wealth
10.2023 - Current
Asst. Vice President
Central Depository Services (India) Ltd
10.2023 - 10.2023
Asst. Vice President
Cogencis financial service Limited
06.2017 - 10.2023
Account Manager
Thomson Reuters
10.2015 - 05.2017
Sales Trader
Emkay Global Financial Services Limited
08.2012 - 09.2015
Dealer
Citi Group
01.2007 - 01.2009
Dealer
CLSA India
01.2005 - 01.2007
MFSM - Masters in financial service and management
Alkesh Dinesh Mody Institute for Financial
01.2005 - 01.2008
High School Diploma -
Datapro Infotech
04.2001 -
Officer
ICICI Securities Limited
01.2001 - 01.2005
Sales officer
Karvy Stock Broking Limited
01.1996 - 01.2001
Bachelor of Commerce - Accounting & Economics
University of Mumbai
01.1990 - 01.1996
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