Sidhant Sachdeva Email & Phone Number

Holding a degree in Bachelor of Commerce from the University of Delhi, Sidhant has also cleared CFA Level 1 exam. With a profound interest in finance and a budding curiosity in research and consulting, he is driven by a fervent desire to unlock innovative solutions that drive sustainable growth.Leveraging his experience as Relationship Manager at Complete Circle Capital, he has developed long-term client relationships, conducted various financial assessments, analyzed market trends and led several client education seminars enhancing financial literacy.As Research & Development Head of the commerce society at his college, he has actively collaborated with various individuals as well as organizations, refining his leadership skills along the way. Sidhant is actively seeking opportunities in core finance, research or consulting roles, eager to apply his skills and passion for social impact in the professional arena.

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  Relationship Manager

  Complete Circle Capital Pvt. Ltd.

  Feb 2023 - Oct 2023 - New Delhi, Delhi, India

  * Developed and nurtured long-term client relationships, managing portfolio of individuals, high net worth individuals and families.* Conducted comprehensive financial assessments, identified client financial objectives and designed tailored investment strategies to align with their goals and risk tolerance.* Successfully increased client engagement and satisfaction through regular communication and financial education.