Amit Patil

Business Development Executive

Mumbai, Maharashtra, India8 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 5+ years of experience in financial markets
  • Expert in designing goal-oriented investment strategies
  • Strong focus on investor psychology and market insights
Stackforce AI infers this person is a Financial Services professional with expertise in investment strategy and client relationship management.

Contact

Skills

Core Skills

Financial PlanningEquity ResearchClient DevelopmentSalesWritingEditing

Other Skills

Wealth Management ServicesOptions StrategiesLeadershipRetail SalesTeam BuildingEquity Capital MarketsDerivatives TradingBusiness DevelopmentCustomer Relationship Management (CRM)TeachingEmployee EngagementTeam MotivationTeamworkSales PresentationsDerivatives

About

Markets don’t reward noise. They reward discipline, patience, and long-term thinking. I help Indian investors and professionals build wealth by focusing on what truly matters in the markets — process over prediction, discipline over emotion, and long-term compounding over short-term noise. With 5+ years of hands-on experience across Equity, Derivatives, and Commodity markets, I have worked closely with clients to design practical, goal-oriented investment strategies rooted in strong fundamental analysis and real market behaviour. Currently associated with Motilal Oswal Financial Services, I strongly believe that: Wealth is built slowly, not overnight Staying invested matters more than timing entries The biggest edge in markets is behavioural discipline On LinkedIn, I share: 📊 Market insights 🧠 Investor psychology 📈 Long-term wealth creation ideas 🔥 Lessons from real market cycles If you believe in thinking long term, learning continuously, and building wealth the right way — let’s connect.

Experience

8 yrs 7 mos
Total Experience
4 yrs 3 mos
Average Tenure
6 yrs 11 mos
Current Experience

Motilal oswal financial services ltd

4 roles

Assistant Manager

Promoted

Apr 2024Present · 2 yrs 1 mo

  • Developed and executed personalized investment plans for clients
  • Conducted fundamental analysis to identify potential investment opportunities
  • Provided expert guidance on Equity, Derivative, and Commodity markets.
Financial PlanningEquity ResearchWealth Management ServicesOptions Strategies

Associate

Promoted

Jun 2021May 2024 · 2 yrs 11 mos

  • Research and source potential clients and build long termrelationship with them.
  • Persuade clients and to engage in telephonic conversation to discuss various investment plan.
  • Advise clients on various investment product that best suite their needs.
  • fulfilling monthly sales target.
  • Train, teach and coach up team members.
  • Generated highest revenue through investment product from Oct 2021 to March 2022.
LeadershipRetail SalesTeam BuildingEquity Capital MarketsClient DevelopmentDerivatives Trading+22

Senior Business Development Executive

Promoted

Apr 2020Mar 2022 · 1 yr 11 mos

SalesCommunication

Business Development Executive

Jun 2019Apr 2020 · 10 mos

  • Client acquisition and cross selling various investment product.
  • maintaining relationship with clients and generate revenue through refferance.

Dreamplace beach resort

Owner

Jan 2017Present · 9 yrs 4 mos · Malvan

  • provide guest house services to tourist.
  • provide food and beverages.
  • providing water sport, scuba diving, snorkeling and traditional cooked food.

Mumbai times

College club reporter

Jan 2017May 2019 · 2 yrs 4 mos · Mumbai Metropolitan Region

  • As a college club reporter I used to cover major college events and festival across mumbai. Strategies and event coverage planning. suggestions for content creation.

National service scheme

Student Volunteer

Jul 2016Mar 2018 · 1 yr 8 mos · Mumbai Metropolitan Region

  • participated in various activities conducted by NSS like tree plantation, beach cleaning, road safety awareness etc.
  • organizing and conducting seminars , guest lectures.
  • Attended 2 state level camp.
WritingEditingCoordinating ProgramsArticle CreationCoordinating SkillsArticle Editing+7

Education

K J Somaiya Institute of Management

Post Graduate Diploma in Management — Finance and Marketing

Jun 2025Jun 2027

Parle Tilak Vidyalaya Associations M L Dahanukar College of Commerce Dixit Road Vile Parle East Mumbai 400 057

Master Of Commerce

Jan 2019Jan 2021

M. L. Dahanukar College of Commerce Dixit Road Vile Parle

Bachelor of Commerce — Accounting and Business/Management

Jan 2016Jan 2019

Savitribai Phule Pune University

MH SET

Jan 2022Present

M.L. Dahanukar College of commerce

Higher secondary education — Commerce

Jan 2014Jan 2016

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