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Sanjay Kumar is listed as Assistant Manager| Portfolio Management | Mutual fund analysis | Investment Advisory at Darashaw, a company with 294 employees, based in Delhi, India, India. AeroLeads shows a matched LinkedIn profile for Sanjay Kumar.
Sanjay Kumar previously worked as Assistant Manager| Portfolio Management | Mutual fund analytics at Darashaw and Senior Executive| Portfolio management| Mutual fund analytics at Darashaw. Sanjay Kumar holds Bachelor Of Commerce - Bcom, Second from University Of Delhi.
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Experienced Portfolio Management and Mutual fund analytics with 7+ Years of expertise in wealth planning, investment advisory and building strong and colleagues relationships. Proficient in handling mutual fund investment, Debt and Equity all schemes, as well as Fixed income bonds. Excel in analyzing and adjusting work procedures for maximum efficiency NISM Certified VA Mutual Investment Adviser:- Experienced Capital market both in Debt and Equity Market. Managing Mutual fund analytics and portfolio transaction PSU and Private clients.
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Delhi, India
.Managing investment of Provident Fund, Gratuity Fund, and Pension fund Trusts. investment and transaction in Mutual fund investment and updated in ICRA portfolio tracking software. Selection and analysis mutual fund Debt and Equity schemes using ICRA software. Conducted M2M mutual fund valuation reports for clients. Request quotes from market participants.
Delhi, India
. Shared mutual fund valuation report and Fixed income portfolio with clients on monthly basis. Reconciliation mutual fund and Fixed income portfolio with AMC statement and Demat/CSGL Statements. Brokerage received and payout from FD, Private placement, public issues,and IPOs.Managed PSU clients portfolio and provide investment allocation.
Delhi, India
Situation:- Led a team to implement the new CRM in Branch offices Task:- Implement the new CRM across PAN India to avoid mutual fund reports (Excel) and improve report accuracy Action:- Crafted the SOPs for CRM, established the support team in Delhi office for 24*7 assistance, demonstrated the CRM to branch offices, and implemented itResult:-:With 6.
Other employees you can reach at darashaw.com. View company contacts for 294 employees →
Chhaya Shah
Colleague at DarashawMumbai, Maharashtra, India, India
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Manish Nayak
Colleague at DarashawVadodara, Gujarat, India, India
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GM
Gk Muthu
Colleague at DarashawDindigul, Tamil Nadu, India, India
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Akshat Jain
Colleague at DarashawVadodara, Gujarat, India, India
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Srinivasa Raju Tadam
Colleague at DarashawHyderabad, Telangana, India, India
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Royce Ferreira
Colleague at DarashawMumbai, Maharashtra, India, India
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MM
Mohit Mangla
Colleague at DarashawDelhi, India, India
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Ashok Thakkar
Colleague at DarashawMumbai, Maharashtra, India, India
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Parth Sarthi Singh
Colleague at DarashawKanpur, Uttar Pradesh, India, India
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Kalavathy Krishnaprasad
Colleague at DarashawChennai, Tamil Nadu, India, India
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Quick answers generated from the profile data available on this page.
Sanjay Kumar works for Darashaw.
Sanjay Kumar is listed as Assistant Manager| Portfolio Management | Mutual fund analysis | Investment Advisory at Darashaw.
Sanjay Kumar is based in Delhi, India, India while working with Darashaw.
Sanjay Kumar has worked for Darashaw, Spa Capital Services Ltd., and Securitrans India Pvt Ltd.
Sanjay Kumar's colleagues at Darashaw include Chhaya Shah, Manish Nayak, Gk Muthu, Akshat Jain, and Srinivasa Raju Tadam.
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Sanjay Kumar holds Bachelor Of Commerce - Bcom, Second from University Of Delhi.
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