SABYASACHI NISHANK

Develops relationships with brokerage and professional investor prospects, presenting EXANTE's global multi-asset execution and brokerage infrastructure proposition. Engages prospective firms on consolidated trading, account management, reporting, and REST/FIX connectivity.

Managed ₹550+ crore in multi-family-office AUM, including ₹150 crore in UHNW-focused portfolios. Personally generated over €1 million in realised revenue through client relationships and alternative investment penetration.

Developed HNW and UHNW relationships through acquisition, portfolio deepening and cross-selling across equities, fixed income, PMS, AIF and structured solutions. Worked with product, research and banking teams on client engagement and allocation reviews.

Held a senior leadership role in wealth management, focusing on client relationships and business development.

Developed HNW and UHNW relationships through acquisition, portfolio deepening and cross-selling across equities, fixed income, PMS, AIF and structured solutions. Worked with product, research and banking teams on client engagement and allocation reviews.

Led Maharashtra and Goa wealth-management operations across 21 hubs and 44 relationship managers, servicing 18,000 clients and up to ₹2,200 crore AUM. Supported UHNW and corporate client risk profiling, investment planning and periodic reviews.

Built sales and marketing plans for LXME, a financial planning app for women, including product launch, market positioning and HNW/UHNW mutual-fund outreach. Directed marketing programmes and cross-functional work to expand market share.

Acquired and developed HNW relationships; advised on mutual funds, equities, bonds, insurance and structured products. Achieved 100–120% of revenue targets and mentored relationship teams.

Managed premium brand launches, commercial development, marketing budgets and external agency partnerships across international wine portfolios.

Attained the Certified Financial Planner (CFP) professional designation in 2025.

Earned the Chartered Financial Analyst (CFA) charter in 2024.

Completed a Bachelor of Science in Hospitality and Hotel Administration from IHMCTAN Mumbai in 2009.

Completed the CISI Level 4 Investment Advice Diploma.

Completed the CISI Level 7 Chartered Wealth Manager qualification.

Completed the Singapore CACS certification.

Completed NISM Series XXI A PMS Distributors certification.

Completed NISM Series XV Research Analyst certification.

Completed NISM Series V A and B Mutual Fund Distributors certifications.

Completed NISM Series X A and B Investment Adviser certifications.

Completed IC38 Insurance Corporate Agent certification.