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Summary
Overview
Work History
Education
Skills
Certification
Quote
Hobbies
Timeline
Yash Setpal

Yash Setpal

Investment Advisor
Mumbai
Summary

Business-driven individual always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over three years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Overview
2
2
Certifications
3
3
years of post-secondary education
3
3
years of professional experience
Work History

Relationship Manager

Axis Mutual Fund
2020-08 - 2021-01
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
  • Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
  • Cultivated HNI client relationships through high levels of direct communication to maintain customer loyalty and raised 3 Cr. of capital in a month for the AMC.
  • Developed unique strategies to promote each individual product.
  • Assessed and reported to Axis Mutual Fund on performance attribution on monthly and quarterly bases.
  • Went above and beyond fresher targets and competed with tenured employees.

Founder

Goaled: Share Market Classes in Mumbai
2018-01 - 2020-07
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Combined various SEO strategies and managed to rank business on the first page of Google for several competitive keywords, one such being "stock market courses in mumbai".
  • Successfully taught Stock Market Trading and Investing to 100+ students through techniques such as Technical & Fundamental Analysis.
  • Took care of financing activities and ensured profit margin remained above 80%. This was attainable by strategically bringing in organic leads and successfully converting them through presentation and communication skills.
  • Integrated marketing strategies to enhance brand awareness.
  • Created website from scratch: https://goaleducation.co.in
Education

BBA

Heriot-Watt University
2015-01 - 2018-01
Skills

Quantitative Analysis

Qualitative Analysis

Communication & Negotiation

Equity and Fixed Income Markets

Business Development

Certification

NISM X-A

2018-01

NISM V-A

2020-08
Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Hobbies
  • Passionate and well-educated on topics of fitness and bodybuilding.
  • Love trekking, mountain climbing and outdoors in general.
  • Enjoy socializing and meeting new people.
Timeline

NISM V-A

2020-08

Relationship Manager

Axis Mutual Fund
2020-08 - 2021-01

NISM X-A

2018-01

Founder

Goaled: Share Market Classes in Mumbai
2018-01 - 2020-07

BBA

Heriot-Watt University
2015-01 - 2018-01