Skip to main content
SK
Open to opportunities

Sayali Kathet

@sayalikathet

I advise high-net-worth clients on equity strategies, financial planning, and investment solutions.

India
Message

At ICICI Securities, I manage high-net-worth client portfolios and advise on equity strategies that increased portfolio value by 15% over two years. I identify market opportunities, exceed client return expectations by an average of 8%, and develop tailored financial plans that strengthen retention and referrals.

Previously at UIDAI, I managed Aadhaar enrollment operations, reduced verification turnaround time by 15%, and resolved over 500 complex resident grievances. I bring an MBA in Finance, strong relationship management, and a customer-centric approach to investment solutions.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

BM

Bharti Vidyapeeth Institute of Management

Master of Business Administration, Finance

2020 - 2022

Pursued an MBA in Finance, focusing on financial management and investment strategies.

TS

Tilak Education Society

Bachelor of Management Studies, Management Studies

2017 - 2020

Completed a Bachelor of Management Studies, building a foundation in business and management principles.

Tech stack

Software and tools used professionally

Get matched with your dream remote job

Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan