Sagar Upadhaya
About Sagar Upadhaya
Sagar Upadhaya is an Associate known for creating and leading high-performing teams to execute strategic initiatives. He has a background in banking and corporate finance, with experience in managing corporate accounts and developing market expansion strategies.
Work at IG Wealth Management
Sagar Upadhaya holds the position of Associate at IG Wealth Management. In this role, he creates and leads high-performing teams to execute strategic initiatives. He focuses on ensuring cohesive and positive work environments while achieving and exceeding performance goals. His responsibilities include developing strategic plans and market expansion methods aimed at increasing revenue while maintaining a trusted reputation for diligence and innovation.
Previous Experience in Banking
Prior to his current role, Sagar Upadhaya worked at Kotak Mahindra Bank as a Senior Relationship Manager in the Emerging Corporate sector from 2015 to 2017. He spent two years in Bombay, Maharashtra, India, where he managed small and mid-corporate accounts. Following this, he served as an Area Sales Manager in the Emerging Corporate Group at Tata Capital for ten months in 2017 to 2018, also in Bombay.
Education and Expertise
Sagar Upadhaya earned a Master of Business Administration from Shree Chanakya Education Society's Indira School of Business Studies, where he studied Banking, Corporate Finance, Business Studies, and Law from 2009 to 2011. He also holds a Bachelor of Science degree in Mathematics from Fergusson College, which he completed from 2005 to 2008. His educational background supports his expertise in financial services and corporate management.
Financial Certifications and Compliance
Sagar Upadhaya leverages his Canadian financial certification to ensure security and compliance in his work. This certification enhances his ability to navigate the complexities of financial regulations and maintain high standards of diligence in his professional responsibilities.