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Akshay Gajbhiye, Senior Manager

Akshay Gajbhiye

Senior Manager·Aura Financial Services

United Arab Emirates

Bachelor's degree, Financial Market

Work experience

Total years of experience: 12 years, 0 months

Senior Manager

September 2018 - Present

Aura Financial Services

Mumbai, India

September 2018 - Present

-Grew Edelweiss franchisee by acquiring & retaining HNI and Corporate clients. Advised them on Investments and managed their overall financial portfolio.

- Managed, recruited & trained Relationship Managers in financial products and achieved sales target through them.

- Planned, prepared & executed strategies to achieve sales targets by guiding and motivating the team.

- Organized seminars & workshops for investors and corporates to encourage more investments.

- Traded for the clients, kept them informed about rates, research information and market outlook
Company industry:
Financial Services
Job role:
Management

Assistant Manager

November 2016 - September 2018

HDFC Securities

Mumbai, India

November 2016 - September 2018

-Opened Demat account for clients, maintained regular relations with clients, communicated intraday trading calls. Monitored day to day operations.

- Placed order on behalf of clients in Cash, F&O & currency segment with proficiency, accuracy and confirm the same on recording line.

- Advised the clients from time to time, based on the research report, generated brokerage and volume for the Branch. Maintained CRM by calling on set of given clients.

- Researched, investigated and kept myself updated on available investment opportunities/financial market trends to determine whether they fit into- clients portfolios
Company industry:
Financial Services
Job role:
Finance and Investment

Investment Advisor

May 2012 - May 2013

Angel Broking

Mumbai, India

May 2012 - May 2013

-Acquired HNI/UHNI clients & advised them on investments. Promoted and sold financial products to meet given targets.

- Established a network of clients referrals. Built a healthy and long-term relationship with clients. Did customer follow up and administrative tasks.

- Analyzed information and prepared plans best suited to individual client's requirements.

- Contacted clients with new financial products or changes in financial sector that may affect their savings and investments.
Company industry:
Financial Services
Job role:
Finance and Investment

Commodity Market Dealer

May 2011 - January 2012

Bansal Finstock

Mumbai, India

May 2011 - January 2012

-Built rapport with the clients and maintain good relationship with them. Coordinate with the back office.

- Regularly monitored risk levels of the clients. Updated Client about their Position / MTM in Market.

- Recommended the customers on various advisory in house calls and activated old clients.
Company industry:
Financial Services
Job role:
Finance and Investment

Equity and Derivatives Dealer

July 2010 - January 2011

Karmic Broking

Mumbai, India

July 2010 - January 2011

-Did front office activities. Dealt in equity, derivatives products. Serviced the existing clients.

- Updated files, software before market opens. Punched orders on behalf of clients.

- Timely communicated orders and trade confirmations to the concerned clients & did administrative works.

- Attended queries of customers. Responded to client questions and requests
Company industry:
Financial Services
Job role:
Accounting and Auditing

Education

N.K College of Commerce Mumbai University

January 2014

January 2014

Bachelor's degree, Financial Market

India

Skills

Equity Capital Markets
Expert
Equity Capital Markets
Expert
Financial Planning and Analysis
Expert
Financial Planning and Analysis
Expert
Wealth Management
Expert
Wealth Management
Expert
Relationship Manager
Expert
Relationship Manager
Expert
Investment Advisory
Expert
Investment Advisory
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
DERIVATIVES
Expert
DERIVATIVES
Expert
EQUITIES
Expert
EQUITIES
Expert
FINANCIAL
Expert
FINANCIAL
Expert
INVESTMENTS
Expert
INVESTMENTS
Expert
MARKETING
Expert
MARKETING
Expert
ADMINISTRATION
Expert
ADMINISTRATION
Expert
CRM
Expert
CRM
Expert
RECORDING
Expert
RECORDING
Expert
RESEARCH
Expert
RESEARCH
Expert
Financial Planner
Expert
Financial Planner
Expert
Equity Capital Markets
Expert
Equity Capital Markets
Expert
sales
Expert
sales
Expert
Wealth Management
Expert
Wealth Management
Expert
Customer Relation Management
Expert
Customer Relation Management
Expert
Mutual Funds
Expert
Mutual Funds
Expert
Insurance
Expert
Insurance
Expert
Commodity
Expert
Commodity
Expert
Communication
Expert
Communication
Expert
Interpersonal Skill
Expert
Interpersonal Skill
Expert

Languages

English

Native Speaker

Hindi

Native Speaker

Gujarati

Native Speaker

Marathi

Native Speaker

Training and Certifications

Certifications
NCFM : Capital Markets
NCFM : Financial Markets 
NISM : Research Analyst
NISM : Equity Derivatives
NISM : Currency Derivative