I have a total experience of 18 years in the field of Financial Service Industry.Managing HNI clients across banking, financial domain..out of which 16 years is into the Distribution and Advisory on Financial Products with Customer Engagement to provide best financial solution to clients , to achieve their Financial Goals.I have started my career with Stock Holding Corporation of India Ltd (SHCIL) and spent almost 10 yrs with SHCIL as TPP head .Than I went on to ICICI Bank as Investment Manager and worked with Privilege Banking team for 7 years. My last assignment was as a Branch Manager with ICICI Bank.I have Co- Founded Sahi Nivesh (An AMFI Registered Mutual Fund Distributor) with the vision to make 1000+ Families Financially Independent and provide the best of the services and create a holistic approach while doing there Financial Plan. I have completed my MBA in Finance from Uttrakhand Technical University Dehradun and Mcom from HNB Garhwal University Uttarakhand.I have cleared NISM Retirement Advisor exam, MF distributor Exam , I am a Broker Qualified Person for Insurance Distribution and I am a CFP Certified Financial Planner exam.
Freelance
-
Financial ConsultantFreelance
-
Co-FounderSahi Nivesh Oct 2022 - PresentDehradun, Uttarakhand, India
-
Personal Financial AdvisorSahi Investments & Risk Management Dec 2022 - Jun 2024Dehradun, Uttarakhand, India
-
Branch ManagerIcici Bank Nov 2021 - Nov 2022Dehradun, Uttarakhand, India -
Investment ManagerIcici Bank Jul 2015 - Nov 2021Dehradun, Uttarakhand, India -
Tpp HeadStockholding Corporation Of India Limited Jan 2005 - Jul 2015Dehradun, Uttarakhand, India
Sameer Sahi Cfp® Education Details
-
Dav Pg CollegeEconomics -
Dav Pg CollegeEconomics -
Mutual Funds Financial Consultancy
Frequently Asked Questions about Sameer Sahi Cfp®
What company does Sameer Sahi Cfp® work for?
Sameer Sahi Cfp® works for Freelance
What is Sameer Sahi Cfp®'s role at the current company?
Sameer Sahi Cfp®'s current role is CERTIFIED FINANCIAL PLANNER | Financial Consultant | Co-Founder SAHI NIVESH | Investment, Tax & Retirement Planning | AMFI & IRDAI Registered.
What schools did Sameer Sahi Cfp® attend?
Sameer Sahi Cfp® attended Uttarakhand Technical University, Dav Pg College, Dav Pg College, National Institute Of Securities Markets (Nism).
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial