Yash Setpal
Investment Advisor
Mumbai,MH
Summary
Business-driven individual always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over three years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
2
2
Certifications
3
3
years of post-secondary education
3
3
years of professional experience
Work History
Relationship Manager
Axis Mutual Fund
Mumbai, Maharashtra
08.2020 - 01.2021
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated HNI client relationships through high levels of direct communication to maintain customer loyalty and raised 3 Cr. of capital in a month for the AMC.
- Developed unique strategies to promote each individual product.
- Assessed and reported to Axis Mutual Fund on performance attribution on monthly and quarterly bases.
- Went above and beyond fresher targets and competed with tenured employees.
Founder
Goaled: Share Market Classes in Mumbai
Mumbai, Maharashtra
01.2018 - 07.2020
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Combined various SEO strategies and managed to rank business on the first page of Google for several competitive keywords, one such being "stock market courses in mumbai".
- Successfully taught Stock Market Trading and Investing to 100+ students through techniques such as Technical & Fundamental Analysis.
- Took care of financing activities and ensured profit margin remained above 80%. This was attainable by strategically bringing in organic leads and successfully converting them through presentation and communication skills.
- Integrated marketing strategies to enhance brand awareness.
- Created website from scratch: https://goaleducation.co.in
Education
BBA -
Heriot-Watt University
Dubai, UAE 01.2015 - 01.2018
Skills
Quantitative Analysis
Qualitative Analysis
Communication & Negotiation
Equity and Fixed Income Markets
Business Development
Certification
NISM X-A
Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Hobbies
- Passionate and well-educated on topics of fitness and bodybuilding.
- Love trekking, mountain climbing and outdoors in general.
- Enjoy socializing and meeting new people.
Timeline
NISM V-A
08-2020
Relationship Manager
Axis Mutual Fund
08.2020 - 01.2021
NISM X-A
01-2018
Founder
Goaled: Share Market Classes in Mumbai
01.2018 - 07.2020
BBA -
Heriot-Watt University
01.2015 - 01.2018