Piyush Agarwal

Business Development Executive

Surat, Gujarat, India9 yrs 10 mos experience

Key Highlights

6+ years in finance and trading sectors
Expertise in portfolio management and sales
Developed multiple fintech applications

Stackforce AI infers this person is a Fintech professional with strong expertise in portfolio management and algorithmic trading.

Contact

Skills

Core Skills

Portfolio ManagementSalesProject ManagementTeam ManagementAutomated TradingBacktestingAlgorithmic TradingFund ManagementEquity ResearchCustomer Relationship ManagementE-commerceFinancial Analysis

Other Skills

Asset AllocationBudgetingCustomer ServiceEquitiesFinancial PlanningMicrosoft ExcelMicrosoft WordNegotiationOverseeing ProjectsResearchRisk ManagementSalesforceTechnical AnalysisTrading StrategiesTrend Analysis

About

CA & CS by education qualification and having passed CFA level 1, worked for ArcelorMittal Nippon Steel India Ltd for 6+ years. Post that took a complete U-turn in career and bagged an opportunity to work with one of the top-20 brokers of India contributing to ~3.5% of the total F&O volume, Jainam Broking Ltd. Looked after 3 main projects of the company, a) SmartDelta App for Stock Market Data Analytics, b) Strike Website for Backtesting and Algo-Trading and c) Fund Mgt. Have a fine working knowledge of indicators and strategy development for Algos. Then to explore amd enhance my networking and communication skills, switched to Sales department at Motilal Oswal, and catering only and specifically to HNIs in their Private Wealth Management and Direct Equity Advisory. So far so good. Following just 1 philosophy - "Insaan ke hath mei kya hai? sirf try marna, toh bas wo marte raho"

Experience

Motilal oswal financial services ltd

Senior Manager

Aug 2024 – Present · 1 yr 7 mos · Surat, Gujarat, India · On-site

Senior Manager - PCG-Sales at Motilal Oswal**
At Motilal Oswal Financial Services Ltd, as a Senior Manager in the PCG-Sales department, I am responsible for managing and cultivating relationships with High Net-Worth Individuals (HNWIs) and Ultra High Net-Worth Individuals (UHNWIs) across India.
With a robust background in Fund Management Back Office, I am well-equipped to provide clients with premier investment solutions. My expertise includes Direct Equity, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Mutual Funds (MFs), Unlisted Equity, Fixed Income Products, Insurance, and more. By aligning with Motilal Oswal’s investment philosophy of Quality, Growth, Longevity, and Price (QGLP), I aim to deliver tailored strategies that meet the diverse financial goals of our clients.
In addition to my role, I am pursuing the Certified Financial Planner (CFP) certification to further enhance my expertise and service. I am eager to leverage my skills and reach out to clients pan-India, ensuring that they receive the highest level of support and the finest investment products available.
Looking forward to contributing to the success of Motilal Oswal and providing exceptional value to our esteemed clients.

Portfolio ManagementAsset AllocationRisk ManagementFinancial PlanningSales

Jainam broking limited

3 roles

Associate Manager

Apr 2024 – Jul 2024 · 3 mos · Surat, Gujarat, India

Project Manager Team Lead

Promoted

Apr 2023 – Apr 2024 · 1 yr · Surat, Gujarat, India

Responsible for managing 3 main projects of the company, aiming to generate revenue from all of them.
Managing work-queue management of the developers.
Monitoring, Helping and Initiating the new additional responsibilities
Managing a team of 8+ People in the organisation

Project ManagementTeam ManagementOverseeing Projects

Senior Executive

Jun 2022 – Aug 2023 · 1 yr 2 mos · Surat, Gujarat, India

Responsible for benchmarking, developing, testing the trading and analysis platforms offered to clients.
Responsible for developing Algo-Trading strategies for the company.
Handling a team of 10 members taking care of different projects and trading desk of the company.
In addition to this, handling a team of 5 developers.
Learning equity analysis as well to try hands in cash market

Algorithmic TradingEquity ResearchEquities

Arcelormittal nippon steel india ltd

Manager

Jul 2020 – Jun 2022 · 1 yr 11 mos · India

Changed profile from "Finance" to "Sales & Marketing-Digitalization", wherein I was a part of 5 members team, who were solely responsible for implementing CRM (Customer Relationship Management) portal bought from SalesForce (SFDC), and E-commerce portal bought from SAP. We had customized various in-built modules available in SFDC ranginf from Lead mgt, opportunity mgt, visit mgt, complaints mgt, etc. We have also built a fully functional CPQ portal (Configure, Price, Quote) to enhance the productivity and efficiency of the sales representatives. In E-commerce, we were responsible for studying various E-commerce websites and benchmarking our portal against the best E-sales portal.

Project ManagementSalesCustomer Service

Essar steel

2 roles

Deputy Manager

Apr 2018 – Jul 2020 · 2 yrs 3 mos · Hazira

Preparation of CF statements, budgeting and identifying financial performance vis-a-vis the operation performance of the company.
Highly motivated and self-enthusiast with diverse educational background.

Financial AnalysisBudgeting