A mission focused professional with over 8 years of rich
experience in Profit Centre Management, Strategic Planning, Stock Broking and
Client Relationship Management.
A strategic planner with expertise in formulating business
continuity plans, identifying & adopting emerging trends to achieve
organizational objectives and profitability norms.
Experience in executing trades, managing all the traders,
devising various trading strategies, post trade analysis, co-ordinating between
the front end & back end, MIS & reporting.
Effectively handling various client related reports, allocation
of jobs on a daily basis along with details of jobs processed from other queues
Possess sound knowledge about prevalent economic / financial
reforms in financial markets with hands on experience in managing a wide array
of financial products.
Proficient at developing apt financial solutions for clients,
providing investment advisory services ting alternatives for ensuring the
Supervising the preparation of various MIS reports on team
performance, branch revenues & expenses for apprising the management of
Revaluating various financial products such as equities, bonds,
options, demat and futures along with accounting queries viz. ledger balance,
bills and cheques dispatching.
Updating on new products/services offered to the subscribers like
IPO and new mutual fund investments.
Monitoring HNI clients’ portfolio performance, conducting
profitability analysis, rendering sustained advisory services for securing high
ROI and increasing retention levels.
Analysing risk appetite of an individual for providing them apt
investment solutions, ensuring that solutions provided match the risk profile;
providing advisory services on cash market, derivatives and commodities
Functioned as Subject Matter Expert (SME) for Cash and
Circulation tracks for one of the newspapers of the company.
Played a pivotal role in mentoring/Training new joiners.
Rendered support to the supervisor in internal and external
supervisor as well as managed the team in the absence of supervisors.
Attending client calls along with the supervisor.
Designing action plan for the process.
Date of Birth