Summary
Overview
Work History
Education
Skills
Certification
Timeline
AdministrativeAssistant
Vighnesh  Gawade

Vighnesh Gawade

Summary

Dynamic Assistant Manager at HDFC Securities with a proven track record in equity research and investment advisory. Expert in client relationship management, achieving MDRT recognition across multiple regions. Skilled in sales strategy and business development, successfully increasing client wallet share through effective communication and negotiation. Committed to driving portfolio growth and compliance excellence.

Overview

3
3
years of professional experience
4
4
Certifications

Work History

Assistant Manager

HDFC Securities
06.2022 - Current
  • Manage and grow a portfolio of retail and HNI clients by advising on equities, mutual fund, insurance and debt instruments.
  • Providing daily research calls and increase MTF book from existing clients and acquire new clients for MTF and FNO.
  • Provide investment recommendations based on client risk profiling, market research and asset allocation strategies.
  • Achieved MDRT Recognition ( Baku, Hong kong, Abu Dhabi, Vietnam)for achieving sales targets and advisory excellence.
  • Successfully increased client wallet share by cross-selling SIPs, insurance, and bonds while ensuring compliance with regulatory norms.
  • Ranked among top performance in HSL,s "Fire hai Mutual Fund" contest.


Education

Bachelor of Commerce - Accounting

University of Mumbai
Mumbai, India
04.2001 -

Skills

Equity research & Investment advisory

Certification

NISM XXI-A: PMS Distribution Certificate Examination

Timeline

NISM XXI-A: PMS Distribution Certificate Examination

08-2024

NISM V-A: Mutual fund distributors certification examination

12-2023

NISM VIII: Equity Derivatives certification examination

10-2023

IRDA

10-2022

Assistant Manager

HDFC Securities
06.2022 - Current

Bachelor of Commerce - Accounting

University of Mumbai
04.2001 -
Vighnesh Gawade