I am MBA in finance having more than 5 years exp. in stock marking, I am handling the portifilo, Dp transation, Dealing, generating the revenue etc,
Assistant Manager & Back Office Coordinator
Kotak Securities Ltd
March 2011 - October 2013
Managing client activity tracker with MAS for month and weekly employee and client meet for progress of branch business and selling basket to all clients.
• Responsible for making the branch fully complaint & see all process are put in place including Man Power & effective use of Resources.
• Marketing & Facilitated for opening new HNI & Retail accounts in Equity, F & O & IPO Funding.
• Responsible for Branch profitability and setting of KRA for the Team and working towards common goal to achieve the prime goal of set Target and Employee Appraisal & review from time to time. Employee engagement a to priority.
• Functioned as a dealer on NSE (Equity Operations)
• Played a major role in setting up the market operations desk for NSE operations.
• Significantly improved Client Trading Style as per the market perception.
Dealer & Back Office Coordinator
India Infoline Ltd
October 2009 - March 2011
Single handedly managed NSE derivative segment.
• Competently handled development of business in the cash & derivative segment.
• Advisory role to clients for day trading / margin trading for both derivatives & cash segment.
• Coordinating with Head Office in trying to establish better interaction / interface with HO & branch.
• Spearheaded the opening of several HNI, Retail Client accounts.
Dealer in S.M.C. Securities
October 2008 - October 2009
• Instrumental in enhancing business opportunities in Business Equities and I.P.O. etc.
• Generating revenue and profit gain within highly competitive market.
Qualifications & Certifications
Aligarh Muslim University