Vaibhav Sahni

Vaibhav Sahni

Customer Relations Executive

location of Vaibhav SahniChandigarh, Chandigarh, India

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  • Timeline

  • About me

    CRM at Sahayak Associates | CFA Level 3 Cleared(Charter pending)

  • Education

    • St. John's High School, Chandigarh

      2005 - 2018
    • Narsee Monjee Institute of Management Studies, Mumbai

      2018 - 2021
      Bachelor of Commerce - BCom(hons) Accounting and Finance
  • Experience

    • Sahayak Associates

      May 2021 - Sept 2021
      Customer Relations Executive
    • NITI Aayog

      Sept 2021 - Jan 2022
      Intern
    • Sahayak Associates

      Feb 2022 - now
      • Customer Relationship Manager

        Jul 2023 - now
      • Customer Relationship Executive

        Feb 2022 - Jul 2023
  • Licenses & Certifications

    • Investment adviser (Level 1)

      National Institute of Securities Markets (NISM)
      May 2019
    • CFA Level 1

      CFA Institute
      Oct 2022
      View certificate certificate
    • Mutual Fund Distributor

      National Institute of Securities Markets (NISM)
      Feb 2019
    • Equity Sales

      National Institute of Securities Markets (NISM)
      Aug 2019
    • CFA Level 2

      CFA Institute
      Jul 2023
      View certificate certificate
    • Research Analyst

      National Institute of Securities Markets (NISM)
      Jun 2019
    • The Fundamentals of Digital Marketing

      Google
      May 2020
      View certificate certificate
  • Volunteer Experience

    • Volunteer

      Issued by National Service Scheme on Apr 2016
      National Service SchemeAssociated with Vaibhav Sahni