Vaibhav Ganesh Satpute
Financial Service
Mulund East
Summary
Dynamic and results-driven professional with a strong foundation in competence, enthusiasm, and commitment to hard work and ethical practices. Eager to embark on a career that fosters continuous learning, innovation, and meaningful contributions to organizational success and personal development. Creative thinker dedicated to bringing brilliance to every project while maintaining sincerity and integrity in all endeavors. Prepared to leverage skills and passion to drive impactful results in a collaborative environment.
Overview
8
8
years of professional experience
6
6
Certifications
Work History
Assistant Manager (Equity Relationship Group)
ICICI SECURITIES
- Managed Clients ‘PORTFOLIO’ By Advising them in Equity & Derivative Products.
- Month on Month addition 10 New Margin Client For Margin Trading Funding and Maintain 25 Crore Book Value.
- Cross Selling Third Party Product such as Corporate Bonds, Fixed Deposit, Govt. Securities, IPOs & FPOs.
- Activate inactive clients 25 every month in equity & future options Segment.
- Generating on an average 50k Brokerage Revenue every month.
- Client Acquisition 24 within Year.
- 2.2 Years Experience
Deputy Manager (NRI DESK - Relationship Manager)
HDFC SECURITIES
08.2023 - Current
- Portfolio Handling More than 700 NRI Customer punching order’s on behalf of client’s.
- Cross selling - Mutual funds, Insurance, Global investment, PMS & AIF.
- New client acquisition 60 Annually
- Annually 75% portfolio should be activated in Equity/Derivative Segment.
- Timely based client servicing
- Currently working
Relationship Manager & Equity Advisory
IIFL SECURITIES
02.2020 - 06.2021
- Client Acquisition, Research Advisory, Cross Selling Mutual Funds, Bonds, Govt. Sec & Small cases Company Product
- 1.2 Years Experience
Stock Dealer & Customer Executive
VIRAJ ENTERPRISE SHARES BROKING
01.2018 - 01.2020
- Client Acquisition, Query Resolution, Providing Training Program For Products Such as Equity, Derivative & Mutual Funds
- 2 Years Experience
Education
SSC -
Mumbai University
01.2014
BSC.IT - undefined
University of Mumbai
01.2019
HSC - undefined
Mumbai University
01.2016
Skills
Problem-solving
Certification
Completed Elite Intraday Analysis Online Training From Ashwini Gujral Investment & Portfolio Management (August 2018).
ACHIEVEMENTS & AWARDS
(FY 20-21 IIFL Securities) Performer of the year Award, (FY 22-23 ICICI Securities) Regional Felicitation Goa Contest Qualified, (FY 23-25 HDFC Securities) MIP(Monthly Incentive plan) have achieved 90% in fy 23-24, MIP(Monthly Incentive plan) have achieved 100% in fy 24-25, 3 MDRT ACHIEVEMENT IN 2 YEAR’S, MDRT Thailand - Jan 2024, MDRT Vietnam - March 2024, MDRT Hongkong - March 2025, Mutual fund - Regional contest qualified, Life insurance - Regional contest qualified
Declaration
I hereby declare that the above-mentioned information is correct to the best of my knowledge. Hope that my qualification & skills would meet your requirement & I would be provided to serve your prestigious company. Date: Place: Mumbai VAIBHAV GANESH SATPUTE
Timeline
Deputy Manager (NRI DESK - Relationship Manager)
HDFC SECURITIES
08.2023 - Current
Relationship Manager & Equity Advisory
IIFL SECURITIES
02.2020 - 06.2021
Stock Dealer & Customer Executive
VIRAJ ENTERPRISE SHARES BROKING
01.2018 - 01.2020
Assistant Manager (Equity Relationship Group)
ICICI SECURITIES
BSC.IT - undefined
University of Mumbai
HSC - undefined
Mumbai University
SSC -
Mumbai University