Talk to sales Try for Free
Amit Singla

Amit Singla

Executive Advisor - Equities & Derivatives

Followers of Amit Singla506 followers
location of Amit SinglaHyderabad, Telangana, India

Connect with Amit Singla to Send Message

Connect

Connect with Amit Singla to Send Message

Connect

  • Timeline

  • Skills

    Financial analysis
    Equities
    Trading
    Derivatives
    Investments
    Business development
    Financial services
    Mutual funds
    Portfolio management
    Investment banking
    Valuation
    Equity research
    Relationship management
    Capital markets
    Wealth management
    Risk management
    Financial markets
    Crm

  • About me

    Chartered Financial Analyst (CFA) with MBA – Finance from ICFAI, Mumbai with over 11+ years of experience in Client relationship Management, Product Management, Portfolio Management, Stocks & derivative Analysis and Advisory services in Wealth Management. Specialties: Customer Relationship Management, Requirement gathering, Gap Analysis, Financial analysis, Derivative strategies

  • Education

    • ICFAI University

      2005 - 2008
      CFA Finance

      Member of Council of Chartered Financial Analysts (CCFA)

    • ICFAI Business School, Mumbai

      2005 - 2007
      MBA Finance

    • Panjab University

      2000 - 2003
      B. Com Commerce

  • Experience

    • Motilal Oswal Financial Services Ltd

      Apr 2007 - Apr 2008
      Executive Advisor - Equities & Derivatives

      Advised HNI Clients on Equities & Derivatives trading. Maintained Client's portfolio & keep them updated about global & Indian markets, news & events in the economy on daily basis. Achieved set targets and escalated revenue through advisory and Client Relationship Management.

    • HSBC

      May 2008 - Jun 2009
      Relationship Manager - Private Client Group

      Handling UHNI & HNI clients portfolio. Prepare 3-5 pager investment notes. Analyzing companies quarterly & annually performance. Forming derivatives strategy for higher returns.

    • AKS Capital

      Oct 2009 - Jun 2012
      Entrepreneur

      Chief of the business and oversees all operations from end to end. Primary focus areas were business development, identifying new opportunities in financial services arena and Managing Client relationships.

    • N/A

      Jul 2012 - Jan 2013
      Financial Consultant

      Independentely providing consultancy services to clients on equities & derivatives trading in Indian Capital Markets

    • Infosys

      Feb 2013 - Jun 2018
      Senior Consultant - Finacle Wealth Management

      - Presales, RFP/RFI responses, Demo of Application/Product to prospective customers- Being a Subject Matter expertise, providing functional consultancy in the area of wealth management solutions. - Defining product scope & features and documenting specifications (FRS, SRS etc) for more than 4 product releases & involved in the development of the product across the Life cycle of the product.- Geographical experience in South East Asia, Middle East & India

    • CGI

      Jul 2018 - now
      Manager expert

      Product Manager in Digital Wealth Platform & oversee the development and management of new IT products & existing product extensions

  • Licenses & Certifications