Sahil Manchanda
Equity Specialist
New Delhi
Summary
Client Servicing & Relationship Management Professional with 9+ years of experience in the banking and financial services sector. Recognized for handling client queries with patience and professionalism, ensuring timely resolution of concerns while maintaining high client satisfaction. Strong financial knowledge across equities, SIPs, PMS, and fixed income products enables me to educate and guide clients effectively, bridging customer service excellence with financial expertise.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Equity Specialist (Client Servicing & Financial Education)
Standard Chartered Securities India
New Delhi
09.2018 - Current
- Primary point of contact for client queries and concerns, ensuring service excellence and timely resolution.
- Educate clients on investment products (Stocks, PMS, Bonds, Debentures).
- Support client onboarding while ensuring compliance with KYC and documentation standards.
- Leverage financial expertise to build trust and assist in decision-making.
- Maintain long-term client relationships, improving retention and referrals.
Equity Advisor
Motilal Oswal Securities Limited
01.2018 - 08.2018
- Advised mapped clients on research-driven stock recommendations.
- Guided clients through systematic investment plans (Stock & Mutual Fund SIPs).
- Handled client queries patiently, ensuring smooth service delivery.
- Educated clients on PMS offerings.
Equity Advisor
ICICI Securities
03.2016 - 06.2017
- Advised mapped clients on research-driven stock recommendations.
- Assisted clients with equity investments and resolved service-related issues.
- Facilitated investments in SIPs and PMS products.
Education
B.Com (Hons) -
Dyal Singh College, Delhi University
New DelhiAcademic Foundation - Commerce
Faith Academy School
New DelhiSkills
- Client Query Handling & Concern Resolution
- Customer Relationship Management
- Financial Knowledge: Equities, SIPs, PMS, Bonds, Debentures
- Service Excellence & Client Retention
Certification
NISM 21A
Awards
Awarded a scholarship in class X from CBSE.
Grand slam Winner in the year 2022, 2023, 2024.
Winner of Tactical Incentive Program for activation of Dormant Clients.
Received Certificates for Overachieving Revenue Targets, Highest Revenue.
Timeline
Equity Specialist (Client Servicing & Financial Education)
Standard Chartered Securities India
09.2018 - Current
Equity Advisor
Motilal Oswal Securities Limited
01.2018 - 08.2018
Equity Advisor
ICICI Securities
03.2016 - 06.2017
B.Com (Hons) -
Dyal Singh College, Delhi University
Academic Foundation - Commerce
Faith Academy School
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