Tyron Varghese
Wealth Manager at Kotak Cherry- Claim this Profile
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English Native or bilingual proficiency
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Hindi Professional working proficiency
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Marathi Limited working proficiency
Topline Score
Bio
Credentials
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NISM - Currency Derivatives Certification
National Stock Exchange of India LimitedSep, 2016- Nov, 2024 -
NISM- Equity Derivatives Certification
National Stock Exchange of India LimitedJul, 2015- Nov, 2024 -
NISM- Mutual Fund Distributors Certification
National Stock Exchange of India LimitedJul, 2015- Nov, 2024
Experience
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Kotak Cherry
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India
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Financial Services
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1 - 100 Employee
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Wealth Manager
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Sep 2021 - Present
Job role involves reaching out to HNI clients and advising them on their portfolio and cross selling various financial products such as Mutual Funds, stocks, REITS and various curated Banking and financial products introduced by the Kotak Group. Job role involves reaching out to HNI clients and advising them on their portfolio and cross selling various financial products such as Mutual Funds, stocks, REITS and various curated Banking and financial products introduced by the Kotak Group.
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Sharekhan
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India
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Financial Services
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700 & Above Employee
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Deputy Manager
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May 2017 - Jun 2022
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Motilal Oswal Financial Services Ltd
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India
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Financial Services
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700 & Above Employee
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Assistant Manager
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May 2015 - May 2017
Handling Franchises and Clients situated in the South-Indian region Advising Clients on market events and stocks Revenue generation New client addition Cross-selling third party products Training Franchisees on various equity financial products Conducting Seminars for HNI Clients Handling Franchises and Clients situated in the South-Indian region Advising Clients on market events and stocks Revenue generation New client addition Cross-selling third party products Training Franchisees on various equity financial products Conducting Seminars for HNI Clients
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Community
