Sanket Barkade
ICICI Securities | Finance & Investment Advisory Professional | Client Portfolio Strategist | Strategic Investment Consultant
- Role
- Senior Manager - Pcg at ICICI Securities
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Sanket Barkade
Equity Relationship Manager | Financial Services…
Experience
Senior Manager - Pcg
Jun 2023 — Present · Mumbai, IN
Spearheaded the management of HNI portfolios, delivering personalized investment strategies across equities, mutual funds, and other financial products.•Demonstrated an analytical mindset by connecting market developments with business impact, helping optimize investment decisions and strategic positioning.•Synthesized information from news sources, regulatory updates, and industry journals to identify emerging themes and competitive dynamics in core sectors.•Maintained a strong focus on accuracy, data integrity, and visual clarity in reporting outputs for senior management and CXO clients.•Executed comprehensive secondary research using government portals, brokerage reports, Industry Reports and news that would impact client portfolios.•Built and maintained dashboards using Power BI and Excel to track investment performance, Stock returns, capital deployment, and exposure metrics across client portfolios.•Developed industry presentations and insight-driven reports that aligned market data with key business trends, drivers, and opportunities.•Prepared customized investment reports and client communications, incorporating macroeconomic insights, sectoral updates, and product-specific developments.•Supported leadership with data triangulation and validation of market signals, enhancing decision quality for investment and strategic initiatives
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