Sheetal Patil
Mulund west
Summary
Dynamic financial leader with extensive experience at IIFL Capital, excelling in relationship management and financial planning. Proven track record in driving revenue growth and client acquisition through tailored investment strategies. Adept at market analysis and team leadership, consistently delivering exceptional client service and fostering long-term partnerships.
Overview
13
13
years of professional experience
Work History
Deputy vice President
IIFL Capital
05.2025 - Current
- Advising HNI and UHNI clients across investment advisory, portfolio management, and relationship leadership.
- Demonstrated expertise in Mutual Funds, PMS, and Research Advisory, with a strong track record in team management, revenue growth, and client acquisition through a consultative, long-term wealth creation approach.
- Recognized as a trusted advisor for equity and structured product investments.
Associate vice President
Wealth tech solution
10.2021 - 10.2023
- As an AVP, I am responsible for leading and managing a team while driving growth of a HNI/UHNI client portfolio through comprehensive wealth solutions, including Mutual Funds, Research Advisory, Real Estate, and PMS.
- I focus on generating sustainable revenue from these products by delivering personalized financial solutions and tailored investment advice aligned with each client’s objectives.
- I ensure seamless service delivery, consistently exceeding client expectations, while actively identifying new business opportunities and achieving assigned business targets.
Sr. Wealth Manager
Purnartha Investment Advisors Pvt Ltd
Mumbai
07.2020 - 09.2021
- Leading New HNI, Ultra HNI, NRI client’s acquisition and nurturing existing clients.
- Conducting analysis & reviewing client’s portfolio w.r.t. clients’ goals & changing market selling of In-house PMS and Generating revenue.
- Retention of inactive client and Brokerage generation ensured high quality service and Key Customer Relationship Management.
- Verification & giving confirmation of funds received from customers towards product sale.
- Creation of CRMS (Customer Relationship Management System) for the Back Office Updating.
Assistant Manager
Motilal Oswal Securities Ltd
Mumbai
04.2017 - 07.2020
- Cross Sell of Third-Party Products and Generating revenue as per broking benchmarks while identifying clients need and giving solution across various asset classes: Equity / Debt / AIF /PE / Insurance / Mutual Funds.
- Retention of inactive client and Brokerage generation ensured high quality service and Key Customer Relationship Management.
Deputy Manager
India Infoline Ltd
Mumbai
02.2016 - 12.2016
- Cross Sell of Third-Party Products and Generating revenue as per broking benchmarks while identifying clients need and giving solution across various asset classes: Equity / Debt / AIF /PE / Insurance /IPO / Mutual Funds.
- Retention of inactive client and Brokerage generation.
Team Leader
Stock Axis Operations
Mumbai
05.2013 - 01.2016
- Proprietary Risk Management for Equity, Derivative positions and Nifty Linked Debentures.
- Verification & giving confirmation of funds received from customers towards product sale.
- Creation of CRMS (Customer Relationship Management System) for the Back Office Updating.
Education
Investment Banking -
LGCA institute
12.2024
MBA Finance -
NMIMS
06.2019
M com -
Mumbai University
06.2014
BCom -
Mumbai University
06.2012
Skills
- Relationship management
- Financial planning
- Market analysis
- Leadership
- Management
Personal Information
- Date of Birth: 06/16/90
- Nationality: Indian
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Timeline
Deputy vice President
IIFL Capital
05.2025 - Current
Associate vice President
Wealth tech solution
10.2021 - 10.2023
Sr. Wealth Manager
Purnartha Investment Advisors Pvt Ltd
07.2020 - 09.2021
Assistant Manager
Motilal Oswal Securities Ltd
04.2017 - 07.2020
Deputy Manager
India Infoline Ltd
02.2016 - 12.2016
Team Leader
Stock Axis Operations
05.2013 - 01.2016
Investment Banking -
LGCA institute
MBA Finance -
NMIMS
M com -
Mumbai University
BCom -
Mumbai University