Sahil Hajiyani
Mumbai
Summary
Dynamic and results-driven finance professional with extensive experience in investor relations, client onboarding, and relationship management. Proven expertise in new-investor acquisitions, and fundraising. Adept at navigating the complexities of the angel investing and venture capital ecosystem, providing insightful solutions, and fostering strong client relationships. Demonstrated ability to develop and implement effective business promotion strategies and create impactful content for social media. Certified in Mutual Fund Distribution and proficient in various investment instruments.
Overview
6
6
years of professional experience
Work History
Assistant Manager
Mumbai Angels (360ONE Wealth and Asset Management)
Mumbai
03.2023 - Current
- Facilitated the onboarding process for new clients, ensuring a seamless experience.
- Cultivated and strengthened client relationships.
- Provided insightful solutions to client queries.
- Fostered a profound understanding of the angel investing and venture capital ecosystem.
Relationship Manager
ICICI Prudential Asset Management Company Ltd
11.2021 - 03.2023
- Acquiring new clients for the company aimed to invest in Mutual funds.
Account Opening Executive
HDFC Securities Limited
12.2020 - 08.2021
- Helping Clients to open their Demat and Trading through HDFC Securities digital platforms and methods.
Social Media Executive
Adyanta Financial Consultancy
08.2018 - 10.2019
- Developing strategies for business promotion, organizing workshops, seminars, online polls with the aim to grow clientele base and increase in sales of financial planning and wealth management business.
Finance Intern
Adyanta Financial Consultancy
05.2018 - 07.2018
- Worked on generating sales of SIP's and other financial instruments through tele-marketing.
Education
MBA - Banking And Finance Management
NMIMS Global
Mumbai10-2024
Bachelor of Commerce - Investment Management
Malini Kishor Sanghvi College, Commerce/Economics
Mumbai01-2020
Diploma - Corporate Finance Management
Malini Kishor Sanghvi Center, Management Studies
Mumbai01-2019
Higher Secondary Certificate - Commerce
Kamladevi Junior College of Commerce
Mumbai01-2017
Skills
- New-Investor Acquisitions
- Investor Relationship Management
- Investor Onboarding
- Fund Raising & Investments
- Working with Investors
Accomplishments
- Completed 'NISM Series V-A: Mutual Fund Distributors Certification Examination'
- Completed 30 hours of program 'Investment & Financial Markets' organized by Motilal Oswal Financial Services LTD
- Employability Skills and Placement Training Program offered by TechnoServe
- Soft skill workshop by career and placement cell 'Pathmakers' in association with Tata Power LTD
- Secured 2nd position in 'E-newsletter' competition by AKYSB (Aga Khan Youth and Sports Board for India)
- Secured 2nd position in 'Listening Skills' competition 'Dawn-rise up challenge' by AKEB (Aga Khan Education Board)
- 1st in Stock Watch Competition (Synergy fest - Sathaye college)
- 2nd in Salesman of the year (Synergy fest - Sathaye college)
- Chairperson of Investure'20, an Inter-Collegiate Seminar on 'Investing the Way Up'
- Organizing Committee member of Investure'19, an Inter-Collegiate Seminar on 'Plant your Future'
- Player of the match - (Mumbai city championships of reliance foundation youth sports school football 2016)
- Special jury mention award (Design for change challenge 2011, organized by river side school - Ahmedabad)
- Won 2nd Category prize in ICICI Prudential AMC Freedom SIP Contest, August 2022
- Completed 'Ultimate Trading Bootcamp' by LeapUp
References
- Ms. Monika Bhoir, Malini Kishor Sanghvi College of Commerce & Economics, Coordinator of B.com Investment Management, monika.bhoir@mkscollege.edu.in, +91-8898888754
- Mr. Vipul Bane, Adyanta Financial Consultancy, CEO & Founder, adyanta.financial@gmail.com, +91-9819313236
- Mr. Akshit Gala, HDFC Securities, Team Leader, Akshit.gala@hdfcsec.com, +91-8655502055
- Mr. Amit Singh, ICICI Prudential Asset Management Company Ltd, Team Leader, Amit_singh1@icicipruamc.com, +91-9833415887
Timeline
Assistant Manager
Mumbai Angels (360ONE Wealth and Asset Management)
03.2023 - Current
Relationship Manager
ICICI Prudential Asset Management Company Ltd
11.2021 - 03.2023
Account Opening Executive
HDFC Securities Limited
12.2020 - 08.2021
Social Media Executive
Adyanta Financial Consultancy
08.2018 - 10.2019
Finance Intern
Adyanta Financial Consultancy
05.2018 - 07.2018
MBA - Banking And Finance Management
NMIMS Global
Bachelor of Commerce - Investment Management
Malini Kishor Sanghvi College, Commerce/Economics
Diploma - Corporate Finance Management
Malini Kishor Sanghvi Center, Management Studies
Higher Secondary Certificate - Commerce
Kamladevi Junior College of Commerce
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