VIJAY KHENGAR
DEPUTY MANAGER
Ahmedabad
Summary
Results-driven Deputy Manager with a focus on relationship building and portfolio management. Successfully executed equity trading transactions and generated business across diverse financial products, enhancing long-term client relationships and achieving measurable investment goals.
Overview
4
4
Certifications
7
7
years of professional experience
Work History
Deputy Manager
HDFC Securities
08.2023 - Current
- Executed equity trading transactions for clients, ensuring strong relationship management and advisory support.
- Handled HNI client portfolios by providing customized investment strategies aligned with financial goals, and risk appetite.
- Generated business in financial products, including mutual funds, AIFs, basket investing, and life insurance, enhancing client investment options.
- Conducted post-market client meetings to review portfolios, discuss market opportunities, and strengthen long-term client relationships.
- Managed HNI client portfolios by delivering customized investment strategies aligned with financial goals and risk appetite.
Assistant Manager
IIFL SECURITES
05.2021 - 01.2023
Executive
ANGEL ONE
06.2019 - 04.2021
Education
No Degree - BCOM
GUJARAT UNIVERSITY
Ahmedabad, India 04.2001 -
Skills
HNI Client Handling
Equity Trading Support
Mutual Fund Sales & Advisory
Client Acquisition & Retention
Relationship Building
Investment Planning
Portfolio Management
Certification
• NISM Series VIII Equity Derivatives Certification
Timeline
Deputy Manager
HDFC Securities
08.2023 - Current
Assistant Manager
IIFL SECURITES
05.2021 - 01.2023
Executive
ANGEL ONE
06.2019 - 04.2021
No Degree - BCOM
GUJARAT UNIVERSITY
04.2001 -