Sadhik Ali

AVP at Emkay Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Bengaluru, Karnataka, India, IN
Languages
  • English -
  • Hindi -
  • Malayalam -
  • Urdu -
  • Tamil -
  • Kannada -
Skills

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Credentials

  • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Sep, 2022
    - Nov, 2024
  • NISM Series V A: Mutual Fund Distributors Certification Examination
    National Institute of Securities Markets (NISM)
    Jan, 2020
    - Nov, 2024

Experience

  • Emkay Wealth Management
    • India
    • Financial Services
    • 1 - 100 Employee
    • AVP
      • Oct 2022 - Present

  • ICICI Bank
    • India
    • Banking
    • 700 & Above Employee
    • Product Specialist Wealth Management
      • Apr 2021 - Sep 2022

      • Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.

    • Branch Manager; Vittal Mallya Wealth Management
      • Apr 2020 - Mar 2021

      • Responsible for the administration and efficient daily operation of a full service branch including lending, product sales, customer service and security in accordance with the Bank's objectives• Driving business through existing customer relations

    • Relationship Manager Wealth Management
      • Jan 2012 - Mar 2020

      • Directly responsible for interfacing and engaging with Clients on a day to day basis.• Nurturing the relationship with high net worth clients and providing complete solutions in the Banking and Financial Services space across diversified product groups.

  • INDIABULLS
    • SENIOR RELATIONSHIP MANAGER
      • Feb 2006 - Jan 2012

       Managing a wide range of financial products, including Demat & Trading account, mutual funds, Insurance, and Commodities.  Managing a wide range of financial products, including Demat & Trading account, mutual funds, Insurance, and Commodities.

  • standard chartered finance ltd
    • credit card associates
      • Jul 2005 - Dec 2005

Education

  • Faculty of Management Studies and Research, Aligarh Muslim University
    Master of Business Administration - MBA, Business Administration and Management, General
    2003 - 2005
  • University of Calicut
    BA, Economics
    1999 - 2002

Community

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