AMIT SAWANT

Senior Manager @ Motilal Oswal Private Wealth

About

Experienced Wealth Management Professional with over 6 + years of experience in handling HNI and UHNI client portfolios. Currently working as Senior Manager at Motilal Oswal, managing ₹1 Cr+ client portfolios across Equity, Futures & Options, Mutual Funds, PMS, and AIF products. Skilled in relationship management, revenue generation, and risk assessment. I specialize in designing customized investment strategies that align with client goals and market conditions. Strong track record of exceeding revenue targets while delivering a high standard of client satisfaction. Passionate about long-term wealth creation, client trust, and ethical advisory. ✔ NISM Certified ✔ Expertise in F&O, Equity, PMS, AIF, MF ✔ Focused on sustainable revenue growth & clie

Country

India

City

Navi Mumbai

Industry

Financial Services

Skill

Customer Service, Financial Advisory, Account Management, Equity advisor, Option stratagies, Investment Management, Custodian, Institutional Investments, Retirement Planning, Investment Portfolios, Equity Research, Futures and Options (F&O), Financial Analysis, Relationship Building, Finance, Problem Solving, Team Management, Banking, Management, Portfolio Management

Experience

Senior Manager

Motilal Oswal Private Wealth

2023-2 - Present · 3 yrs 8 mos

Mumbai, Maharashtra, India

Senior Manager At Motilal Oswal Wealth Management. I have a 5 +years work experience in Broking industry handled HNI client knowledge about all products Broking, PMS, AIF, Mutual fund, good relationship with client and solved query on time. Good knowledge about the F&O. Knowledge about financial products