Sagar Kothavade
Mumbai
Summary
Resourceful Assistant Manager known for high productivity and efficient task completion. Specialized skills include team leadership, operational management, and customer service excellence. Excel in communication, problem-solving, and time management, ensuring smooth operations and positive team dynamics.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Manager
HDFC BANK
10.2022 - 06.2024
- Provided advice on investment strategies, portfolio management, estate planning, risk management, and asset allocation.
- Ensured compliance with all applicable industry regulations and internal procedures.
- Advised customers on appropriate product selection based on individual circumstances.
- Participated in regular meetings with senior managers to discuss business development strategies.
- Built strong relationships with external partners such as banks, brokers, and mutual funds for efficient service delivery.
- Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
- Assisted clients in developing long-term plans that meet their financial objectives.
Wealth Manager
ANVIKSHA WEALTH MANAGEMENT
Thane
03.2018 - 10.2022
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
- Monitored performance of existing investments and recommended changes when necessary.
- Ensured compliance with laws governing securities trading activities at all times.
- Analyzed client's risk tolerance level and offered customized investment advice accordingly.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
Education
Bachelor's of Commerce | FINANCIAL MARKET's
S.K. Somaiya
MUMBAI10-2020
Skills
- Tax planning
- Asset Allocation
- Client Relationship Building
- Financial Planning
- Portfolio Management
- Retirement planning
Certification
• NISM-Series-VIII: Equity Derivatives (SEBI REGISTERED)
• NISM-Series-V-A: Mutual Fund Distributors (SEBI REGISTERED)
• Insurance Regulatory and Development Authority of India (IRDAI)
Languages
Marathi
First Language
English
Advanced (C1)
C1
Accomplishments
- Awarded for March-2023 Extraordinary performance in Goa
Timeline
Assistant Manager
HDFC BANK
10.2022 - 06.2024
Wealth Manager
ANVIKSHA WEALTH MANAGEMENT
03.2018 - 10.2022
Bachelor's of Commerce | FINANCIAL MARKET's
S.K. Somaiya
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