hasan sadriwala

Relationship Manager at Prudent Broking Services Pvt. Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • English Full professional proficiency
  • Hindi Full professional proficiency
  • Gujarati Full professional proficiency
  • Marathi Limited working proficiency

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Credentials

  • NISM VA MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION
    National Institute of Securities Markets (NISM)
    Apr, 2023
    - Nov, 2024
  • NISM-Series-I: Currency Derivatives Certification Examination
    National Institute of Securities Markets (NISM)
    Aug, 2023
    - Nov, 2024
  • NISM-Series-VIII: Equity Derivatives Certification Examination
    National Institute of Securities Markets (NISM)
    Jun, 2023
    - Nov, 2024
  • IC-38 certificate exam of corporate agents
    Insurance Institute of India
    Jul, 2022
    - Nov, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Dec 2022 - Present

    • India
    • Financial Services
    • 700 & Above Employee
    • Business Advisor
      • Nov 2020 - Nov 2022

      A journey of almost 2 years in motilal oswal where I was working as an financial advisor. I have been handling client's and providing them with adequate knowledge about the stock market and to make them invest in segment's according to there risk appetite and as per there desired returns. I have been dealing in multi product cross selling of mutual funds, Insurance, portfolio restructuring and pms Investments. Apart from this I was also responsible in handling client's demat account and to suggest them trade's on Intraday or long term basis as per there requirement's. Show less

    • 1 - 100 Employee
    • Business Development Executive
      • Jun 2020 - Oct 2020

      I was handling client's business profile and suggesting and helping them to file their ITR Returns to avoid any further penalty. I was handling client's business profile and suggesting and helping them to file their ITR Returns to avoid any further penalty.

Education

  • Mumbai University Mumbai
    Bachelor of Business Administration - BBA, Finance and Financial Management Services
    2018 - 2020

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