Summary
Overview
Work History
Education
Certification
Accomplishments
Timeline
Generic
Vinay Sawakhande

Vinay Sawakhande

Kharghar, Navi Mumbai

Summary

Experienced communications and financial services professional with expertise in campaign execution, client engagement, and brand building. Proven track record in developing impactful narratives, drafting content, and enhancing brand visibility for Central Depository Services (India) Limited (CDSL). Experienced in preparing press releases, media pitches, articles, key messages, and other communication materials while managing media relations within the capital markets ecosystem. Additionally, experienced in resolving complex trade-related issues at Interactive Brokers, supporting business development initiatives at Motilal Oswal Financial Services, and managing corporate portfolios and trade execution at Axis Securities.

Overview

1
1
Certification
8
8
years of professional experience

Work History

Senior Account Executive

Adfactors PR
Parel, Mumbai
2024.07 - Current
  • Planned and executed PR campaigns for Central Depository Services (India) Limited (CDSL) across print, digital, and social platforms to align with business objectives, ensuring brand visibility, media traction, and reputation management.
  • Wrote press releases, media pitches, and tailored content writing for clients within the BFSI sector, including Central Depository Services (India) Limited (CDSL).
  • Worked with clients across diverse industries in the IPO department, including REITs, InvITs, BFSI, Financial Services, and Capital Market Infrastructure Institutions (MIIs).Explored industry Such as REITs (Bagmane Prime Office REITs)

Associate

Interactive Brokers
Andheri, Mumbai
2023.09 - 2024.06
  • Explain margin requirement to clients
  • Investigate trade issues and order executions
  • Knowledge of securities regulation impact on clients
  • Collaborate with cross functional teams including operations, funds & banking risk management team & compliance.

Assistant Manager

Motilal Oswal Financial Services
Parel, Mumbai
2021.04 - 2023.09
  • Coordinate with RMS team regarding the shortfall of fund
  • Handling queries of given branch regarding instruments such as currency & commodity
  • Providing day to day recommendations to equity advisory team by coordinating with research team
  • Taking Training for advisors via VC to keep those aware regards to products such as Commodity & Currency Market

Executive

Axis securities
Kurla, Mumbai
2018.06 - 2021.03
  • Handling the Corporate Client Portfolios
  • Execute the trade on behalf of the Clients
  • Being updated about market activity and give them the best advice as per research support
  • Helping the client on technical issues during trade and also help regards to trade guideline.

Education

Bachelor of Commerce - Financial Markets

SIES College of Arts, Science and Commerce
2018-01

Certification

  • NISM Commodity Derivatives Certified
  • NISM Currency Derivatives Certified
  • NISM Equity Derivatives Certified
  • NISM Mutual Fund Distributions Certified

Accomplishments

  • Best Employee Of The Year, Motilal Oswal Financial Services, During 2022

Timeline

Senior Account Executive

Adfactors PR
2024.07 - Current

Associate

Interactive Brokers
2023.09 - 2024.06

Assistant Manager

Motilal Oswal Financial Services
2021.04 - 2023.09

Executive

Axis securities
2018.06 - 2021.03

Bachelor of Commerce - Financial Markets

SIES College of Arts, Science and Commerce
Vinay Sawakhande