Sarang Garud

Business Development Executive

Nashik, Maharashtra, India4 yrs 9 mos experience

Key Highlights

Expert in client relationship management and financial planning.
Proficient in equity trading and market analysis.
Strong background in portfolio management and investment advice.

Stackforce AI infers this person is a Finance professional with expertise in equity trading and client servicing.

Contact

sarangarud1999@gmail.com LinkedIn

Skills

Core Skills

Client RelationsFinancial PlanningTradingEquity Trading

Other Skills

CommunicationEquity DerivativesEquity ResearchFund ManagementSalesDirect SalesTechnical AnalysisMutual FundsTrade ExecutionMarket ResearchCustomer Relationship Management (CRM)Wealth Management ServicesSecurity Analysis (Securities)Financial MarketsInvesting

Experience

Bajaj capital ltd

Relationship Manager

Jul 2025 – Present · 9 mos · India · On-site

Built and managed long-term client relationships through regular portfolio reviews and communication.
Delivered financial planning solutions including mutual funds, insurance and wealth products to meet client goals.
Conducted portfolio reviews to align allocations with client risk profiles and objectives.
Coordinated with internal teams for product onboarding and regulatory compliance.

Client RelationsCommunicationFinancial Planning

Kotak securities

Assistant Manager

Apr 2023 – Jul 2025 · 2 yrs 3 mos · Nashik, Maharashtra, India · On-site

Executed client equity trades with accuracy and full regulatory compliance.
Provided investment advice using technical and fundamental analysis to support client decisions.
Managed portfolios with focus on allocation, risk control and trade execution efficiency.
Collaborated with research team to track market trends and advise clients.
Coordinated trade settlements .

TradingEquity DerivativesEquity Trading