Rohit Sanjay
Joint Assistant Vice President - Sales at HDFC Asset Management Company
- Role
- Joint Assistant Vice President - Sales at Hdfc Mutual Fund
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Rohit Sanjay
Investment Advisory and Financial Planning Specialist with more than 17 Years of extensive experience in Investment Advisory & Relationship Management.* Experienced in managing and handling teams, Business development, Branch functioning & Administering, Relationship & Channel Management.* Worked as an Investment Advisor and Wealth Manager managing Ultra HNI Relationships and looking after their entire Investment Portfolio which included Mutual Funds, Direct Equity, Debt Products, PMS Plans, Insurance Plans, Real Estate Structured Products, Offshore plans, Real Estate etc.
Experience
Joint Assistant Vice President - Sales
Apr 2025 — Present · New Delhi, IN
Education
RAI Foundation, New Delhi
PGDBM (Finance & Marketing), Finance & Marketing
2004 — 2006
Patna University
B.Com (Hons), Accounts,Economics
2000 — 2003
Don Bosco Academy, Patna
Schooling
Skills
- Equities
- Finance
- Business Development
- Wealth Management
- Strategic Financial Planning
- Investments
- Business Relationship Management
- Capital Markets
- Private Banking
- Financial Advisory
- Investment Banking
- Debt
- Banking
- Mutual Funds
- Team Management
- Investment Advisory
- Portfolio Management
- Relationship Management
- Fixed Income, Business Development, Financial Analysis, Team Management
- Financial Planning
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