Portfolio Manager,Wealth manger,Asset Mangement.
wiTdom is a global investment management firm committed to providing
sophisticated clients with superior asset... management
solutions and services. We offer a broad range of investment products, including
equity and fixed income strategies across global developed and emerging markets,
as well as absolute return strategies. Our client base includes endowments,
pension funds, public funds, foundations and cultural institutions. Atul
Sikrai’s exceptional ability to translate his expanding acumen into solid
results has differentiated him from the mainstream; setting the stage for a
highly-active career. Earning the respect of seniors, Atul’s been recruited
& re-recruited, borrowed & loaned; sometimes juggling multiple
assignments. This diverse, rapid-paced mix of permanent & consulting work
has enabled him to develop an exceptional array of competencies. Multi-hat
experience, across has significantly enhanced his expertise and utility.
Atul Sikrai identifies new business opportunities; develops and prepares
marketing presentations that address asset allocation, the selection of
Investment Managers in equities, fixed income and alternative investments; works
in conjunction with investment research and other areas of the firm to respond
to client needs; analyzes client equity, fixed income and alternative investment
portfolios; works on discrete projects related to strategic planning, product
development and other marketing infrastructure issues. Participates in classes,
role-play simulations, and other instructional events conducted by wiTdom
professionals on a broad range of topics, including portfolio construction and
management, selling techniques, trading language, investment analysis and market
specific knowledge in conjunction with investment research and other areas of
the firm to respond to client needs.
* Ongoing lead generation project to
support regional affiliated office.
* Completes projects and presentations
on various products, market strategies, key transactions and research analysis
for various business units.
Founder · Mumbai, Maharashtra
Responsible for designing, developing, and
presenting comprehensive strategic online and social media plan initiatives.
Providing leadership, direction, and rel...evant insights
that guide the social media efforts and integrated marketing communications
planning for clients and their brands. Applying knowledge to develop social
media marketing plans that add value to the brand and identify future
opportunities within the social media space. Provide thought leadership and
drive innovation across the various engagements. Implement strategy across
social channels, monitor and optimize campaigns to drive engagement across
projects.Lead the development of insight driven digital strategies from
opportunity spotting to experience design for our valued clients. Craft and
present recommendations to senior client leadership for approval. Perform
detailed evaluation of client business environment including customer needs,
capabilities and assets, and competitive realities to identify the right