Experience

Investmentz

• India
• Capital Markets
• 200 - 300 Employee

• Asit C. Mehta Investment Interrmediates Ltd

  • Dec 2011 - Present

  Execution of Trades (Cash and F&O) for clients as per their varied instructions. Managing Client’s portfolio. Generation of Stock ideas with support of the Technical Team. Reconciling the day to day trades & Payments. Handling the pre – settlements & post settlements queries of the Trades & the Cash flows generated for allotted clients. Escalate clients query or trader error & try to solve immediately. Market the calls on strong fundamental basis only. Operating Neat , Bolt & Orion. Handle NRI clients actively as well as HNI clients , provide service to NRI clients online as well as and offline trading account. Prepare Daily Avg Chart & MIS Report... Show less



ANAND RATHI SHARES AND STOCK BROKER LTD

• Dealer

  • Mar 2010 - Jan 2011

  • PUNCH IN TRADES FOR RETAIL & HNI CLIENTS. • MANAGING PORTFOLIO OF RETAIL & HNI CLIENTS. • COMMUNICATE INTRA-DAY TRADING CALLS AND INVESTED IDEAS TO CUSTOM. • MAINTAIN REGULAR RELATIONS WITH CLIENTS. • PROFICIENCY AND ACCURACY IN THE SEGMENTS NSE, BSE. • CONFIRM TRADE TO CLIENT AFTER MARKET. • PUNCH IN TRADES FOR RETAIL & HNI CLIENTS. • MANAGING PORTFOLIO OF RETAIL & HNI CLIENTS. • COMMUNICATE INTRA-DAY TRADING CALLS AND INVESTED IDEAS TO CUSTOM. • MAINTAIN REGULAR RELATIONS WITH CLIENTS. • PROFICIENCY AND ACCURACY IN THE SEGMENTS NSE, BSE. • CONFIRM TRADE TO CLIENT AFTER MARKET.



HDFC Bank

• India
• Banking
• 700 & Above Employee

• coex

  • 2010 - 2011



PERFECT MANAGEMENT SERVICES

• TEAM MANAGER

  • Sep 2008 - Feb 2010

  • HANDLING TEAM OF 3 TALE CALLERS AND 4SALES EXECUTIVE • TRADING,INSURANCE(LIFE/GENERAL),MUTUAL FUND, AND LOANS(PERSONAL LOAN). • PUNCH IN TRADES FOR RETAIL & HNI CLIENTS, • PRODUCT PRESENTATION & SALES SERVICE. • MAINTAINING RELATIONSHIP WITH CUSTOMERS, PROVIDING INVESTMENT SOLUTION. • HANDLING TEAM OF 3 TALE CALLERS AND 4SALES EXECUTIVE • TRADING,INSURANCE(LIFE/GENERAL),MUTUAL FUND, AND LOANS(PERSONAL LOAN). • PUNCH IN TRADES FOR RETAIL & HNI CLIENTS, • PRODUCT PRESENTATION & SALES SERVICE. • MAINTAINING RELATIONSHIP WITH CUSTOMERS, PROVIDING INVESTMENT SOLUTION.