SAGAR D MOGHE
Manager
Dombivali E
Summary
Finance Post Graduate and Stock Market Professional with approximately 8 years of experience in BFSI industry, along with a notable interest in Financial Legal domain. Displays strong management, servicing, and investment acumen, effectively driving business growth and enhancing operational efficiency.
Overview
9
9
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Manager
Motilal Oswal Financial Services Limited
04.2024 - Current
- Managed elite Franchisee Partners across Gujrat and East region to enhance operational efficiency.
- Implemented monthly growth strategies to meet established business goals.
- Served as liaison for CSE and Business Partners to resolve queries effectively.
- Organized in-house product awareness webinars and seminars for Franchise Partners and staff.
Assistant Manager
Motilal Oswal Financial Services Limited
09.2020 - 03.2024
- Managed broking revenue across multiple branches, maintaining connections with respective branch heads.
- Offered industry research insights and fundamental analysis to support branch advisors in trading and investment activities.
- Regularly monitored advisor performance and resolved real-time RMS issues related to trading and margin requirements.
Senior Executive
Angel Broking
02.2017 - 09.2020
- Facilitated the buying and selling of securities on behalf of clients, ensuring consistent trading activity.
- Researched and developed investment strategies that increased client profitability while ensuring compliance with legal regulations.
- Engaged in sales of third-party products, such as Mutual Funds and Life Insurance, and acquired new clients to open Demat accounts.
- Maintained positive client relations through effective communication and real-time problem-solving.
Education
Bachelor of LLB
Swami Vivekanand College
Dombivali PGDM - Finance
MITSOB
Pune01.2013
B.Com - undefined
Swami Vivekananda College
01.2010
HSC - Commerce
Pragati College
01.2006
SSC - undefined
Chandrakant Patkar Vidyalaya
01.2004
Skills
Financial management and equity markets
Certification
NISM- Series-VIII: Equity Derivatives
References
- Suresh, Vidhate, Manager, suresh.vidhate@motilaloswal.com, 9819016652, MOFSL
- Piyush, Jain, Senior Manager, piyush.jain@motilaloswal.com, 9821655288, MOFSL
Timeline
Manager
Motilal Oswal Financial Services Limited
04.2024 - Current
Assistant Manager
Motilal Oswal Financial Services Limited
09.2020 - 03.2024
Senior Executive
Angel Broking
02.2017 - 09.2020
PGDM - Finance
MITSOB
B.Com - undefined
Swami Vivekananda College
HSC - Commerce
Pragati College
SSC - undefined
Chandrakant Patkar Vidyalaya
Bachelor of LLB
Swami Vivekanand College