Microsoft Office
Siddhika Gaikwad
Advisor
Mumbai
Summary
Advisor and Relationship Manager with 3+ years of Experience at Reputable Brokerage Firms. Extensive Knowledge and expertise in Driving Revenue through Third-Party Financial Products, Including Mutual Funds, Insurance and Stock Trading.
Overview
3
3
years of professional experience
3
3
Certificates
Work History
Senior Executive
SBICAP SECURITIES
Mumbai
09.2022 - Current
- Educate clients on various financial matters and providing professional recommendations on investment opportunities, products and services based on individual needs.
- Successfully generated annual revenue of ₹1 crore through strategic client acquisition and retention.
- Generating of third party such as Mutual Fund, Insurance worth ₹50 lakh annually, enhancing overall revenue streams.
Executive Advisor
Motilal Oswal Financial Services
Mumbai
06.2021 - 09.2022
- Developed and executed revenue growth strategies, identifying new business opportunities and market trends.
- Built and maintained strong relationships with key clients, ensuring high satisfaction and loyalty.
- Successfully generated annual revenue of ₹ 50 lakhs through strategic client acquisition and retention.
- Established and managed partnerships contributing ₹30 lakh annually, enhancing overall revenue streams.
Education
Master Of Business Administration - Finance
NMIMS
Mumbai 04.2024
Master Of Commerce - Finance And Accounting
Mumbai University
Mumbai 04.2022
Bachelor Of Management Studies - Finance
Sathaye College
Mumbai 04.2020
Skills
Leadership and Teamwork
Additional Information
Worked as Contingent leader in College Fest “Synergy”
Participated in Rotaract Club of Sathye college
Software
Advance Excel
Tally GST
Certification
National Institute of Securities Market (Series 8)
Timeline
Senior Executive
SBICAP SECURITIES
09.2022 - Current
Executive Advisor
Motilal Oswal Financial Services
06.2021 - 09.2022
Master Of Business Administration - Finance
NMIMS
Master Of Commerce - Finance And Accounting
Mumbai University
Bachelor Of Management Studies - Finance
Sathaye College
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