DEGREE | UNIVERSITY | YEAR |
B.E. | UNIVERSITY OF PUNE | 1994 |
OTHER QUALIFICATION / TRAINING
NATIONAL INSTITUTE SALES (NIS) PUNE FOR CUSTOMER SUPPORT.
NSE’s CERTIFICATION IN FINANCIAL MARKETS BASIC MODULE
NSE’s CERTIFICATION IN FINANCIAL MARKETS DERIVATIVE MARKET (DEALERS) MODULE (85%).
WORK EXPERIENCE:
COMPANY NAME | DESIGNATION | DURATION |
INDEPENDENT PORTFOLIO MANAGER & REAL ESTATE CONSULTANT | April 2003 – Till Date |
FAMILY BUSINESS IN MEERUT | JULY 2001 – MARCH 2003 |
CTS CORPORATION | OWN VENTURE | Nov 1997 –JULY 2001 |
BEE ELECTRONICS MACHINES LTD.(BEE CANON) NEW DELHI | SALES ENGINEER | O6/ 08/1996 – Aug 1997 |
JAYANTI BUSINESS MACHINES LTD.NEW DELHI | SALES ENGINEER | 14/11/1995 – 05/08/1996 |
WORK WITH RAJEEV SHARE BROKER, DARYAGANG,DELHI | SUB BROKER | JULY 1994 – SEP 1995 |
PROFILE AT PRESENT WORK PLACE:
Job Profile:
* Business development through acquisition of high net worth clients.
* Identifying customer needs and assessing their risk appetite.
* Activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
* Acquisition and revenue generation through equity.
* Cross selling products like PMS, Wealth Management product etc to the existing set of customers and building depth within the existing relationships.
PROFILE HANDLED:
AT WORK WITH PREVIOUS COMPANIES
* MANAGEMENT OF ALL ADMINISTRATION RELATED ISSUES
* PORTFOLIO MANAGEMENT FOR CLIENTS
* FINANCIAL AND REAL ESTATE ADVISOR
* TO SURVEY THE MARKET OF THE GIVEN TERRITORY AND SORT OUT PROSPECTIVE CLIENTS.
* TO CONTACT AND GIVE DEMONSTRATION TO THE CLIENT AND CONVINCE THEM OF THE REQUIREMENT AT THEIR END.
* TO CONVINCE THEM INTO PURCHASE AND CLOSE THE DEAL.
* TO KEEP THE TRACK OF AFTER SALES...
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