Experience

Marwadi Shares and Finance Ltd.

• India
• Financial Services
• 500 - 600 Employee

• Branch Manager

  • Apr 2013 - Present

  ➢ Handling Branch ➢ Handling Team ➢ Handling Sub broker and retails client ➢ Maintain all client record. ➢ Trading and investment idea provide to client Equity & Commodities ➢ RMS, Risk Maintain ➢ Branch related all work ➢ Handling Branch ➢ Handling Team ➢ Handling Sub broker and retails client ➢ Maintain all client record. ➢ Trading and investment idea provide to client Equity & Commodities ➢ RMS, Risk Maintain ➢ Branch related all work



Jhaveri Securities Ltd.

• India
• Financial Services
• 100 - 200 Employee

• Business Developer Manager

  • Nov 2007 - Jun 2008

  ➢ Handling Branch business development ➢ Handling Sub broker Business ➢ Looking all Suarashtra Region ➢ Achieve the all target and business ➢ Looking Equity, Commodity ➢ Made new AP and Sub-broker ➢ Manage the all HNI client ➢ All business related marketing ➢ Handling Branch business development ➢ Handling Sub broker Business ➢ Looking all Suarashtra Region ➢ Achieve the all target and business ➢ Looking Equity, Commodity ➢ Made new AP and Sub-broker ➢ Manage the all HNI client ➢ All business related marketing



ANAGRAM COMTRADE

• Rajkot Area, India

• Business Developer

  • Jun 2006 - Nov 2007

  Handling customer quarries related to Commodities. ➢ Delivery based work Demat, Remat and Deposited ➢ Handling of Commodity related all work ➢ Training Provide to all branches of Suarashtra Region ➢ Appointing new Sub-Broker and guide existing Sub-Broker about company policies. ➢ Motivating Executive to achieve the target set by company. ➢ Analization of competitive company’s offers, terms of features and benefits as well as price points. ➢ Responsible for Marketing of Commodity and Equity Service. ➢ Looking after the portfolio management of the clients. ➢ Providing daily research to the clients and taking their appropriate position in to the equity market. ➢ Providing to Latest information regarding International Economical affairs to High net worth Investor. ➢ Sending weekly reports to the clients and providing with the profit/loss statement. ➢ Acquiring HNI clients and maintaining relationship with the existing clients. ➢ Weekly meeting with the HNI clients and maintaining the Relationship with them. ➢ Maintain the relation with clients as per company’s policy. ➢ Appointing new clients for Commodity and Equity service. ➢ Motivating Executive to achieve the target set by company. Show less



Marwadi Shares and Finance Ltd.

• India
• Financial Services
• 500 - 600 Employee

• Sr. Executive

  • Mar 2005 - Jun 2006

  Bill & Contract note Generation ➢ Co-ordinating with the client ➢ Handling customer quarries related to Commodities. ➢ Delivery based work Demat, Remat and Deposited ➢ Sales tax and Delivery confirmation ➢ Buy and Sell Invoices ➢ R & T Agent Appoint Depend NCDEX and MCX Circulars ➢ Generation of Delivery base Debit Credit Not ➢ Responsible to intimate Client and Sub-Broker about due payments ➢ Maintain all data about daily transactions of Client and Sub-Broker ➢ Daily reporting of pay-in pay-out to seniors ➢ Handling Of Commodity Demat Account, trade and other issue ➢ Handling of RMS, Margin, MTM ➢ Pay – In Pay – Out, Collection, ➢ Handling of Commodity related all work ➢ Responsible for Marketing of product like Depository account & Share trading account. ➢ Also doing a marketing of Commodity broking service. ➢ Appointing new Sub-broker and guide existing sub-broker about company policies. ➢ Motivating Executive to achieve the target set by company. ➢ Analization of competitive company’s offers, terms of features and benefits as well as price points. ➢ Working all HO level Both commodity segment Show less