Nisit Gadia, CFA
Head : Listed Equity-Partner Services @ Centrum Wealth
About
CFA charter holder with extensive experience of over 15 Years.Proven capabilities in Product Management, due diligence, identification of new managers, business drive, team handling, driving sales and operations with P&L responsibilities and achieving both revenue and profitability targets across the products. In-depth knowledge of Financial Services with a strategic vision towards excellence.Track record of successful turn-around and building winning teams.For any advice, you may reach me on +91 958 280 4469/ nisitjimmy@gmail.com
India
Mumbai Metropolitan Region
Financial Services
Product Management, Due Diligence, Negotiation, Analysis, Valuation, Equity Research, Investment Banking, Capital Markets, Banking, MIS, Numerical Analysis, Financial Risk, Business Valuation, Funding, Competitive Analysis, Risk Management, Strategic Financial Planning, Team Management, Operational Risk, Bloomberg
Experience

Regional Product Manager
Mumbai Area, India
Planning, driving & reviewing Investment (Mutual Funds, PMS, Secondary Market Bonds, Pref. Shares, NCD’s, Tax free bonds, Private equity, Structure Products etc). business across 13 branches in Mumbai Western region. • Achieving regional sales / revenue target by strategic business development; prepare & complete action plans; identify desired regional sales improvements & accordingly implement changes. • Accomplish sales objectives by orienting, training & counseling 75 team members. • Create branch wise weekly sales plan, execute & help team members to achieve desired plan / targets

Chief Branch Manager
New Delhi Area, India
Team Management, Branch Profitability , Strategy Planning and execution ,Customer Portfolio generation, monitoring and reviewing it. Maximization of the net worth of client’s portfolio through Asset allocation, Model portfolio, risk and return analysis.
Nisit Gadia, CFA's Contact Information
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