Sunil Bohra

Sunil Bohra

Accounts Manager

Followers of Sunil Bohra181 followers
location of Sunil BohraMumbai, Maharashtra, India

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  • Timeline

  • About me

    Securities Market

  • Education

    • MBA

      -
      Master’s Degree Investment Management
    • Mumbai University Mumbai

      -
      Bachelor’s Degree Business/Commerce, General
  • Experience

    • JOINDRE CAPITAL SERVICES LTD.

      Nov 1997 - Apr 2004
      Accounts Manager
    • UTI Securities

      May 2004 - Sept 2006
      Senior Manager
    • Karvy

      Oct 2006 - Sept 2008
      PCG Head Commodities
    • Nirmal Bang

      Oct 2008 - Mar 2010
      Head - Business Development Commodities
    • Sushil Finance

      Apr 2010 - Jan 2013
      Business Development - Branch & Channel Partner Network

      Responsible for managing and expanding the branch network of Sushil Finance. Develop yearly business plans & strategies in accordance with business targets. Responsible for sales and generating business through Branch & Channel Partner Network.

    • ESAM Shares and stock brokers private ltd.

      Apr 2014 - now
      AVP Business Development - Mutual Fund Distribution

      o Taking Care of Mutual Fund Distribution Desko Played key role in setting up of entire Mutual Fund Desk, Stock Lending & Borrowing Mechanism (SLBM-NSE) & Debt Market for the company.o Responsible for the Operations & Statutory compliance part of the mutual fund business of the company.o To ensure the design, development and monitoring of a high-quality operation processes with a view to ensure complete regulatory compliance for Mutual Fund Desk o Taking care of Income Tax , TDS & GST related matters of the company. o Handling client profiling and suggesting asset allocation strategy accordinglyo Representing the organization in public and corporate sponsored events Show less

  • Licenses & Certifications

    • Operation & Risk Management

      National Institute of Securities Markets (NISM)
      Jan 2020
    • AMFI - Mutual Fund Distribution

      National Institute of Securities Markets (NISM)
      May 2018
    • Retirement Advisor - NPS

      National Institute of Securities Markets (NISM)
      Aug 2018
    • Equity Derivatives

      National Institute of Securities Markets (NISM)
      Jan 2020