
Sunil Bohra
Accounts Manager

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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 2004Accounts Manager
UTI Securities
May 2004 - Sept 2006Senior Manager
Karvy
Oct 2006 - Sept 2008PCG Head Commodities
Nirmal Bang
Oct 2008 - Mar 2010Head - Business Development Commodities
Sushil Finance
Apr 2010 - Jan 2013Business Development - Branch & Channel Partner NetworkResponsible 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 - nowAVP Business Development - Mutual Fund Distributiono 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
.webp)
Operation & Risk Management
National Institute of Securities Markets (NISM)Jan 2020.webp)
AMFI - Mutual Fund Distribution
National Institute of Securities Markets (NISM)May 2018.webp)
Retirement Advisor - NPS
National Institute of Securities Markets (NISM)Aug 2018.webp)
Equity Derivatives
National Institute of Securities Markets (NISM)Jan 2020
Languages
- enEnglish
- hiHindi
- maMarathi
- guGujarati
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