Swapnil Sirsikar

Business Partner @Motilal Oswal Financial Services Ltd

Nagpur, IN

Handling the team of equity advisors & dealers & generating revenue through them, also guiding them on latest market updates.• Advising HNI clients on their investment portfolio with respect to Equities, Derivatives, PMS, MF\'s, AIF, MLD\'s and all other investment products. • Acquiring new clients from referrals generated from existing and leads from market.• 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 re-balance portfolios.• Assist clients in implementing model portfolios depending on risk profiles. • Efficiently handling activities such as managing investment portfolio, portfolio restructuring, IPO, MF\'s, Equity, Derivatives & Commodities advisory services.• Working on different software such as Orion lite, Zoho CRM, CBOS, Hypersoft.

Radha Jr. College, Nagpur

H.S.C, Commerce

Jivan Vikas Mahavidhyalaya, Umred

S.S.C.

Ramachandran International Institute Of Management (RIIM Pune)

PGDM, Banking, Corporate, Finance, and Securities Law & Investment Banking

Prerna College Of Commerce, Reshimbagh Chawk, Nagpur

B.com, Business/Commerce, General

Indian Institute of Management, Indore

Management Development Programme (MDP), Business Management

Rashtrasant Tukadoji Maharaj Nagpur University, Nagpur

M.com, Commerce