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SAJAN VARGHESE, Equity Product Manager

SAJAN VARGHESE

Equity Product Manager

ICICI Securities Ltd

Location
India - Navi Mumbai
Education
Master's degree, Financial Markets
Experience
17 years, 6 Months

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Work Experience

Total years of experience :17 years, 6 Months

Equity Product Manager at ICICI Securities Ltd
  • India
  • My current job since September 2016

developing new Equity products for clients which enhances the revenue growth business.

Sr. Financial Advisor at ICICI Securities Limited
  • India - Navi Mumbai
  • March 2007 to August 2016

Sr. Financial Advisor March 2007-Till Date
ICICI Securities Limited, Equity Advisory Group

* Efficiently handling activities such as Managing Portfolio, Portfolio restructuring, IPO advisory services.

* Increase the revenues from clients by helping them actively manage their investment portfolios. Analyzing and updating clients on various investment options available.

* Interact with clients on their investment portfolios and provide customized solutions - review and rebalance portfolios.

* Assist clients in implementing model portfolios depending on risk profiles.

Awards & Achievements
• Received the Best performer rating (Rating -1) in the annual performance review process 2007-08.

● Winner Stop Trader contest: Trip to Bangkok

● Winner EAG Champ: Nov '09
● Winner Mutual Fund Contest

Internship at BLB Ltd
  • India - Navi Mumbai
  • May 2006 to July 2006

BLB Ltd, Mumbai May - July 2006
Responsible for
Preparing a fundamental analysis report on the steel sector and detailed analysis on TISCO and SAIL.
Study of technical indicators and their significance in stock market.

Findings
Analysis of TISCO and SAIL, their valuation, future prospects and recommendations.
Study of NSE and SAIL data for the period of 5 -10 years and their interpretation on the various tools of technical and their findings. Also analyzing the returns provided in the time period and finding out the best indicators.


Additional Qualification:
● NCFM - Capital Market Module.
• NCFM - Derivatives market module.
• BCSM - BSE's Certification in Securities market.
• BCSM - BSE's Certification in Derivatives market.

Education

Master's degree, Financial Markets
  • at Institute of financial markets
  • January 2007

* ITM -Institute of financial markets, Navi Mumbai MBA-Financial Markets 2005-2007

Bachelor's degree, BBA
  • at St. Thomas College
  • January 2005

* St. Thomas College, Bhilai (C.G) Bachelor of Business Administration. 2002-2005

Bachelor's degree, Commerce
  • at M.G.M Higher Secondary School
  • January 2002

* M.G.M Higher Secondary School, Rourkela (ORISSA) H.S.C. Delhi Board. 2001-2002

High school or equivalent, NA
  • at M.G.M Higher Secondary School
  • January 2001

* M.G.M Higher Secondary School, Rourkela (ORISSA) S.S.C. Delhi Board. 2000 -2001

Specialties & Skills

Wealth Management
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Investment Advisory
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Leadership
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Institutional Clients
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Derivatives
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CLIENTS
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DERIVATIVES
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SECURITIES
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Business Objects
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Languages

English
Expert
Malayalam
Intermediate
Hindi
Expert

Training and Certifications

Nism VIII - Equity Derivatives certification (Certificate)
Date Attended:
September 2013
Valid Until:
September 2016
Nism VII - Securities Operation and Risk Management (Certificate)
Date Attended:
October 2013
Valid Until:
October 2016

Hobbies

  • Playing Table Tennis, Reading Novels, Gaming
    Winner in Table Tennis Tournament for year 2013,2014 & Runner-Up in 2012 in Singles & Doubles. Represented for Corporate Table Tennis Team tournaments.