SATYAJEET SINGH CHIB
Equity Advisor Executive
Ludhiana
Summary
Equity advisory professional with expertise in managing retail and HNI client portfolios, driving brokerage revenue through research-driven investment strategies. Currently affiliated with Motilal Oswal Financial Services, demonstrating strong capabilities in capital market analysis and client relationship management. MBA (Finance) candidate and NISM-certified, focused on advancing into leadership roles to guide high-performing advisory teams.
Overview
2
2
years of professional experience
3
3
Certifications
Work History
Equity Advisor
Motilal Oswal Financial Services Ltd.
04.2024 - Current
- Deliver research-backed equity advisory to retail and HNI clients across equities, derivatives, mutual funds, and capital market products.
- oversee and evaluate client investment portfolios exceeding ₹8.5 crore while aligning investments with risk profiles and financial objectives.
- Facilitate branch advisory activities and advise clients on portfolio allocation trading strategies and market opportunities.
- Analyze market trends, sector developments, and company fundamentals to formulate actionable investment ideas.
- Enable IPO investments and distribution of capital market products to clients.
- Partner with research teams to convert market insights into client advisory strategies.
- Facilitate brokerage growth through proactive advisory engagement and client relationship enhancement.
- Ensure strict compliance with SEBI regulations and internal frameworks
- Accomplished onboarding of 200+ active clients while sustaining client retention above 90%.
Education
MBA - Finance
Chitkara University
Punjab 08.2025
Bachelor of Engineering - Civil
Savitribai Phule Pune University
Pune05.2018
Skills
Investment strategy development
Mentoring within teams
Relationship management
Retail industry knowledge
HNI client services
capital markets guidance
Analysis of market trends
strategic revenue planning
Investment performance tracking
Regulatory compliance (SEBI)
Excel expertise
Certification
NISM Series XV – Research Analyst Certification
Accomplishments
- Awarded Best Performer – FOCO North Zone (Q1 FY25)
- Consistently exceeded performance benchmarks, including 120% of annual brokerage target in FY24
- Managed Mutual Fund AUM exceeding ₹4+ crore, ensuring client portfolio growth
- Initiated and delivered Market Outlook Reports to support client investment decisions
- Recognized with Appreciation Award for leadership as Business Head during MBA, leading a 10-member team
- Secured 1st position in a Business Presentation competition during MBA
Timeline
Equity Advisor
Motilal Oswal Financial Services Ltd.
04.2024 - Current
MBA - Finance
Chitkara University
Bachelor of Engineering - Civil
Savitribai Phule Pune University