Sahil Dhaduk
Wealth Manager @Kedia Capital Services Private Limited
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WORK HISTORY
Wealth Manager @Kedia Capital Services Private Limited
Mumbai, IN
Customer service and relationship management: Delivered personalizedfinancial solutions, focusing on “fair to customer, fair to company”principles.• Business development: Acquired new clients through referrals, managingup to 170 HNI clients and consistently achieved revenue targets.• Client portfolio enhancement: Improved portfolio quality byrecommending suitable products in collaboration with internal researchand advisory teams.• Cross functional collaborations: Partnered with internal teams to deliver 360degree financial solutions tailored to client needs.• Customized solutions: provided tailored investment advice while ensuringbranch compliance and operational efficiency.• Data-driven insights & marketing: utilized data-driven insights to refinestrategies, resulting in portfolio growth and optimized client engagemen
EDUCATION
Sardar Patel University, Vallabh Vidyanagar
Bachelor of Commerce - BCom, Accounting
ITM Group of Institutions
Pgdm, Marketing
ITM Group of Institutions
Postgraduate Degree, Business, Management, Marketing, and Related Support Services
ABOUT SAHIL DHADUK
Attended Sardar Patel University, Vallabh Vidyanagar
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