Overview
Work History
Education
Skills
Certification
Timeline
Generic

SACHIN SIDDHARTH ACHARYA

Mumbai

Overview

16
16
years of professional experience
2
2
Certifications

Work History

Chief Manager

Nuvama Wealth
Mumbai
11.2025 - 01.2026
  • Onboarding high-net-worth channel partners, consistently expanding the distribution network, and driving significant growth in Assets Under Management (AUM).
  • Working on mutual funds, PMS, AIF (Cat 2 and 3), structured products (MLDs), and fixed income securities (NCDs, bonds, corporate FDs).

Sr. Manager

Kotak Securities Ltd.
Mumbai
11.2024 - 06.2025
  • Personally, acquiring new IFAs and building relationships with HNI, Ultra-HNI clients to increase AUM.
  • Ensuring both team and individual contributions toward revenue generation across investment products, such as mutual funds, FDs, insurance, corporate bonds, PMS, and AIF.

Team Manager

Kedia Advisory Pvt Ltd.
Mumbai
01.2022 - 05.2024
  • Actively seek new clients through networking, referrals, and marketing efforts.
  • Handling HNI and Ultra HNI clients, whose investment capacity is more than 50 lakhs.

Team Manager

Equentis Wealth Advisory Pvt Ltd.
Mumbai
01.2017 - 12.2021
  • Conducted comprehensive financial assessments for clients, including risk tolerance, financial goals, and investment objectives.
  • Built and maintained strong, long-term relationships with clients, acting as their trusted financial advisor.

Retention Advisor

Tech Mahindra
Mumbai
06.2010 - 12.2016
  • Provided excellent customer service by addressing inquiries, resolving issues, and assisting customers with technical support.
  • Maintained a comprehensive understanding of broadband service offerings and technical capabilities to effectively educate and assist customers.

Education

Graduation - B. Com

Sathaye College
Mumbai
05.2009

Skills

Certification

NISM-Series- 8: Equity Derivatives Certification.

Timeline

Chief Manager

Nuvama Wealth
11.2025 - 01.2026

Sr. Manager

Kotak Securities Ltd.
11.2024 - 06.2025

Team Manager

Kedia Advisory Pvt Ltd.
01.2022 - 05.2024

Team Manager

Equentis Wealth Advisory Pvt Ltd.
01.2017 - 12.2021

Retention Advisor

Tech Mahindra
06.2010 - 12.2016

Graduation - B. Com

Sathaye College
SACHIN SIDDHARTH ACHARYA