Samay Patel

Samay Patel Email and Phone Number

Mutual Fund Distributor @ NJ Mutual Fund
Vadodara, GJ, IN
Samay Patel's Location
Vadodara, Gujarat, India, India
About Samay Patel

Embracing the dynamic finance sector, my current role as a NISM-certified Mutual Fund Distributor at NJ Mutual Fund allows me to delve into market intricacies. This experience is complemented by my ongoing studies at The Maharaja Sayajirao University of Baroda, where I'm pursuing a Bachelor of Commerce with a focus on Accounting & Auditing.At Motilal Oswal Financial Services Pvt. Ltd., I partner with clients to manage portfolios with significant assets, honing my skills in corporate accounting and cost & management audit. This hands-on practice, coupled with my educational endeavors in Cost & Management Accounting at the Institute of Cost Accountants of India, fortifies my financial acumen and client relationship management.

Samay Patel's Current Company Details
NJ Mutual Fund

Nj Mutual Fund

View
Mutual Fund Distributor
Vadodara, GJ, IN
Website:
njmutualfund.com
Employees:
165
Samay Patel Work Experience Details
  • Nj Mutual Fund
    Mutual Fund Distributor
    Nj Mutual Fund
    Vadodara, Gj, In
    View
  • Grow Vid Samay
    Founder
    Grow Vid Samay Feb 2024 - Present
    Vadodara, Gujarat, India
    At Grow Vid Samay, we're revolutionizing the thinking of people on how to secure their own and their family's future. Our platform provides individuals and businesses with data-driven insights, personalized financial advice, and smart automation to streamline their financial planning. With this they can build their wealth over the period of time and also can pass on the same to their next generations.We are currently working with multiple financial institutions namely - 1. Motilal Oswal Financial Services Ltd.2. NJ Mutual Fund3. HDFC Mutual FundWe also provide you with multiple products such as - 1. Stock Market2. Mutual Funds3. Insurance4. PMS5. LAS
    View
  • Hdfc Mutual Fund
    Mutual Fund Distributor
    Hdfc Mutual Fund May 2024 - Present
    Vadodara, Gujarat, India
    As a NISM authorized Mutual Fund Distributor at HDFC Mutual Fund in Vadodara, Gujarat, India, I have excelled in providing personalized financial advice to clients, resulting in a significant increase in portfolio value. Through regular market research and staying informed about industry trends, I have positioned myself as a trusted advisor in the financial services sector.
    View
  • Nj Mutual Fund
    Mutual Fund Distributor
    Nj Mutual Fund Feb 2024 - Present
    Vadodara, Gujarat, India
    As a NISM authorized Mutual Fund Distributor at HDFC Mutual Fund in Vadodara, Gujarat, India, I have excelled in providing personalized financial advice to clients, resulting in a significant increase in portfolio value. Through regular market research and staying informed about industry trends, I have positioned myself as a trusted advisor in the financial services sector.
    View
  • Motilal Oswal Financial Services Ltd
    Sub-Broker
    Motilal Oswal Financial Services Ltd Mar 2023 - Present
    Vadodara, Gujarat, India
    In my role as a Sub-Broker at Motilal Oswal Financial Services Ltd, I have successfully managed portfolios of high net worth clients, exceeding 2Cr in portfolio. By conducting thorough market research and analysis, I have been able to make informed investment decisions that have led to consistent portfolio growth. Additionally, I have developed strong relationships with clients, addressing their financial needs and ensuring their satisfaction with the services provided.
    View
  • Rudraa Wealthcare
    Assistant Sales Associate
    Rudraa Wealthcare Sep 2022 - Aug 2023
    Vadodara, Gujarat, India
    In my role as an Assistant Sales Associate at Rudraa Wealthcare, I honed my customer service skills by effectively addressing client needs and providing solutions. I collaborated with team members to ensure a positive customer experience, showcasing my strong communication skills and dedication to client satisfaction.
  • Shiv Shakti Transport
    Assistant Accountant
    Shiv Shakti Transport Oct 2020 - Aug 2023
    Vadodara, Gujarat, India
    In my role as an Accounting Assistant at Shiv Shakti Transport, I had the opportunity to gain valuable experience in managing accounts payable and receivable, preparing financial statements. This experience has equipped me with a strong foundation in financial management and accounting practices.
    View

Samay Patel Education Details

Frequently Asked Questions about Samay Patel

What company does Samay Patel work for?

Samay Patel works for Nj Mutual Fund

What is Samay Patel's role at the current company?

Samay Patel's current role is Mutual Fund Distributor.

What schools did Samay Patel attend?

Samay Patel attended Institute Of Cost Accountants Of India, The Maharaja Sayajirao University Of Baroda, Gujarat Public School, International Indian School Al-Jubail.

Not the Samay Patel you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.