Talk to sales Try for Free
Vaibhav Sahni

Vaibhav Sahni

Customer Relations Executive

location of Vaibhav SahniChandigarh, Chandigarh, India

Connect with Vaibhav Sahni to Send Message

Connect

Connect with Vaibhav Sahni to Send Message

Connect

  • 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