Sub Broker

• Sep 2019 - Present

Obtained franchisee from Angel One Ltd and grew it to 280+ clients.- Managed, recruited & trained Relationship Managers and achieved sales targets through teamwork and networking.- Understand clients’ risks & financial goals and accordingly guide them with the best investment opportunities.- Consulting for old physical shares and dematerialization process, Recovery for Lost Share Certificate & various other unclaimed investments. Obtained franchisee from Angel One Ltd and grew it to 280+ clients.- Managed, recruited & trained Relationship Managers and achieved sales targets through teamwork and networking.- Understand clients’ risks & financial goals and accordingly guide them with the best investment opportunities.- Consulting for old physical shares and dematerialization process, Recovery for Lost Share Certificate & various other unclaimed investments.

Senior Manager

• Sep 2018 - Sep 2019

- Grew Edelweiss franchisee by acquiring & retaining HNI and Corporate clients. Advised them on Investments and managed their overall financial portfolio.- Managed, recruited & trained Relationship Managers in financial products and achieved sales target through them.- Planned, prepared & executed strategies to achieve sales targets by guiding & motivating team.- Organized seminars & workshops for investors and corporates to encourage more investments.- Traded for the clients, kept them informed about rates, research information and market outlook.

Assistant Manager

• Nov 2016 - Aug 2018

- Opened Demat account for clients, maintained regular relations with clients, communicated intraday trading calls. Monitored day to day operations.- Placed order on behalf of clients in Cash, F&O & currency segment with proficiency, accuracy and confirm the same on recording line.- Advised the clients from time to time, based on the research report, generated brokerage and volume for the Branch. Maintained CRM by calling on set of given clients.- Researched, investigated and kept myself updated on available investment opportunities/financial market trends to determine whether they fit into- clients portfolios

Relationship Manager

• Jan 2015 - Apr 2015

Investment Advisor

• May 2012 - May 2013

- Acquired HNI/UHNI clients & advised them on investments. Promoted and sold financial products to meet given targets.- Established a network of clients referrals. Built a healthy and long-term relationship with clients. Did customer follow up and administrative tasks.- Analyzed information and prepared plans best suited to individual client's requirements.- Contacted clients with new financial products or changes in financial sector that may affect their savings and investments. - Acquired HNI/UHNI clients & advised them on investments. Promoted and sold financial products to meet given targets.- Established a network of clients referrals. Built a healthy and long-term relationship with clients. Did customer follow up and administrative tasks.- Analyzed information and prepared plans best suited to individual client's requirements.- Contacted clients with new financial products or changes in financial sector that may affect their savings and investments.

Commodity Market Dealer

• May 2011 - Nov 2011

- Built rapport with the clients and maintain good relationship with them. Coordinate back office.- Regularly monitored risk levels of the clients. Updated Client about their Position / MTM in Market.- Recommended the customers on various advisory in-house calls and activated old clients. - Built rapport with the clients and maintain good relationship with them. Coordinate back office.- Regularly monitored risk levels of the clients. Updated Client about their Position / MTM in Market.- Recommended the customers on various advisory in-house calls and activated old clients.

Equity and FNO Dealer

• Jul 2010 - Dec 2010

- Did front office activities. Dealt in equity, derivatives products. Serviced the existing clients.- Updated files, software before market opens. Punched orders on behalf of clients.- Timely communicated orders and trade confirmations to the concerned clients & administrative works.- Attended queries of customers. Responded to client questions and requests. - Did front office activities. Dealt in equity, derivatives products. Serviced the existing clients.- Updated files, software before market opens. Punched orders on behalf of clients.- Timely communicated orders and trade confirmations to the concerned clients & administrative works.- Attended queries of customers. Responded to client questions and requests.