Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic
SAGAR D MOGHE

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
Pune
01.2013

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

Investment principles and research

Microsoft Office proficiency

Legal research and drafting

Analytical reasoning

Statutory analysis

Communication and collaboration

Active listening and attention to detail

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
SAGAR D MOGHEManager