SAGAR SHAH
VADODARA
Summary
Accomplished MBA finance professional with over 19 years of extensive experience in the financial and wealth management industry. Proven track record of delivering exceptional results in driving strategic initiatives, optimizing financial performance, and fostering strong client relationships. Adept at overseeing all aspects of portfolio management, wealth advisory, and financial planning, with a focus on maximizing returns and minimizing risks for clients. Possesses a comprehensive understanding of market dynamics, regulatory requirements, and emerging trends in the financial sector. Exceptional leadership skills with a demonstrated ability to lead cross-functional teams, mentor junior staff, and collaborate effectively with stakeholders at all levels. Looking to leverage expertise and insights to contribute to the growth and success of a dynamic financial organization.
Overview
19
19
years of professional experience
Work History
HEAD - B2B & ALTERNATE INVESTMENTS
A.C AGARWAL STOCK BROKERS PVT LTD.
VADODARA
11.2019 - Current
- Responsible for overseeing the operational efficiency of existing and new Authorized Persons (AP) within the B2B segment at the company.
- Successfully established and cultivated new markets for Portfolio Management Services (PMS), resulting in acquisition of new PMS clients and expansion of company's client base.
- Proactively sought out opportunities to collaborate with new wealth management companies, facilitating strategic partnerships and enhancing the company's offerings.
- Demonstrated leadership by making improvements to work processes and helping to train others.
HEAD - WEALTH MANAGEMENT
TURTLE WEALTH MANAGEMENT PVT LTD.
VADODARA
12.2017 - 10.2020
- Develop Team Communications and Information for Meetings: Implemented effective communication strategies within the team, ensuring clarity and alignment on objectives for meetings.
- Utilized various communication tools and platforms to disseminate important information and updates to team members.
- Trained and Mentored Employees to Maximize Team Performance: Led training sessions and mentorship programs to equip team members with the necessary skills and knowledge to excel in their roles. Provided ongoing guidance and support to foster professional growth and enhance team performance.
- Produced Content for Websites and Social Media Channels to Enhance Brand Visibility: Created engaging and informative content for company websites and social media platforms to strengthen brand identity and increase online visibility.
SR. TRADER (SALES SIDE)
EMKAY GLOBAL FINANCIAL SERVICES PVT LTD.
MUMBAI
07.2010 - 10.2017
- Equities dealing for major Domestic & Foreign Institutional Clients.
- Mainly responsible to execute trades on behalf of Major Domestic MF's & FII's, Pension Funds, Insurance Companies, P-Notes, etc.
- To execute Algorithm Trades.
TRADER - SALES SIDE
MF GLOBAL SIFY SECURITIES INDIA PVT LTD.
MUMBAI
12.2007 - 06.2010
- Equities dealing for major Domestic & Foreign Institutional Clients.
- Mainly responsible to execute trades on behalf of Major Domestic MF's & FII's, Pension Funds, Insurance Companies, P-Notes, etc.
- Reviewed and monitored stock exchange trends to identify profitable trading opportunities.
- Analyzed market data, news reports, financial statements, and other relevant information to assess potential investments.
- Negotiated with brokers to obtain the best possible prices for clients' orders.
- Participated in meetings with institutional investors such as hedge funds or mutual funds to discuss potential investments.
DEALER - ARBITRAGE TRADES
DOLOT CAPITAL LTD.
MUMBAI
06.2005 - 11.2007
- Arbitration Cash - Futures market, Basket Trading.
- To create cash & Futures arbitrage position on the proprietary desk.
- To maintain Delta-position for the proprietary desk (mainly in options of index & stocks).
- To create Nifty Basket position by hedging against its components.
Education
MBA - Finance
MUMBAI UNIVERSITY
MUMBAI03-2011
Skills
- Leadership
- Business Development
- Strategy Development
- Risk Management
- Team Management
- Channel Sales Development & Management
Timeline
HEAD - B2B & ALTERNATE INVESTMENTS
A.C AGARWAL STOCK BROKERS PVT LTD.
11.2019 - Current
HEAD - WEALTH MANAGEMENT
TURTLE WEALTH MANAGEMENT PVT LTD.
12.2017 - 10.2020
SR. TRADER (SALES SIDE)
EMKAY GLOBAL FINANCIAL SERVICES PVT LTD.
07.2010 - 10.2017
TRADER - SALES SIDE
MF GLOBAL SIFY SECURITIES INDIA PVT LTD.
12.2007 - 06.2010
DEALER - ARBITRAGE TRADES
DOLOT CAPITAL LTD.
06.2005 - 11.2007
MBA - Finance
MUMBAI UNIVERSITY
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