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Rahul Pillai

Rahul Pillai

Senior Operations Officer

Followers of Rahul Pillai1000 followers
location of Rahul PillaiThiruvananthapuram, Kerala, India

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  • Timeline

  • About me

    Senior Manager at White Oak AMC Ltd.

  • Education

    • Institute For Technology and Management, Navi Mumbai

      2013 - 2015
      PGDM Finance, General

      Activities and Societies: member in Tempest(drama club), Participated in Finance fest which was held in college

    • Prestige Institute of Management & Research, Ring Road, Indore

      2009 - 2012
      Bachelor of Business Administration - BBA Finance, General

  • Experience

    • OFA FIINFRA

      Oct 2015 - Jan 2017
      Senior Operations Officer

    • ICICI Prudential AMC Ltd

      Jan 2017 - Jan 2018
      Relationship Manager

    • HDFC AMC

      Feb 2018 - Oct 2024

      1) Handling channel business for Mutual Fund from Banks, National distributors and Financial advisors 2) Engaging financial advisors, wealth managers and retail bankers on HDFC Fund offerings.3) Visiting to outstation retail bank branches of Indore city for business development and training on MF products.4) Advising on mutual fund investment to individual and institutional investors of banks.5) Training and developing new bank staff on HDFC mutual fund products.

      • Manager

        Jan 2022 - Oct 2024

      • Assistant Manager

        Feb 2018 - Jan 2022

    • WhiteOak Capital

      Nov 2024 - now
      Branch Manager

  • Licenses & Certifications

    • NISM XA- Investment Adviser level 1

      National Institute of Securities Markets (NISM)
      May 2018

    • Business Development: Strategic Planning

      LinkedIn
      Jun 2020
      View certificate certificate

    • Alpha module certification from Reliance money

      Reliance Capital | Reliance Group

    • Business Etiquette: Phone, Email, and Text

      LinkedIn
      Jun 2020
      View certificate certificate

    • NISM V A

      National Institute of Securities Markets (NISM)
      Mar 2019

    • NISM V C- Mutual fund distribution level 2

      National Institute of Securities Markets (NISM)
      Nov 2018

    • Investment Foundation Program

      CFA Institute
      Oct 2020
      View certificate certificate

    • Managing Your Personal Investments

      LinkedIn
      Jun 2020
      View certificate certificate

    • Learning Excel Desktop (Office 365)

      LinkedIn
      May 2020
      View certificate certificate

    • NISM XB- Investment Adviser level 2

      National Institute of Securities Markets (NISM)
      Nov 2019

  • Volunteer Experience

    • volunteered at itm convocation and inaugural day

      Issued by ITM Group of Institutions on Jun 2014
      ITM Group of InstitutionsAssociated with Rahul Pillai