Suvidha finacial service pvt ltd

Director

Motilal Oswal Asset Management Company Ltd.

Drive the business from IFA and Banking channel for Uttarakhand.

Manager

INDIAN COMMODITY EXCHANGE LTD (ICEX)

Promote exchange mutual fund transaction portal over all North.

Business Development Manager

BSEIndia

JOB RESPONSIBILITIES:

Business Development for all products of BSE Ltd.
Provide Support and Registration of Mutual Fund distributors(IFA) to BSE Star MF portal
To make prospect, identify, qualify, and develop strong sales pipeline registered and new members on BSE over North India.
Self-lead generating and taking them closer to achieve targets.
Grow fresh orders in Mutual funds and also provide product details.
To grow equity cash order in exchange and also registered new corporates.
To independently handle investor’s complaint and arbitration
To resolve queries/complaints of investors/regulatory authority.
To conduct conciliation meeting between the investor/s and the trading Member
To monitor TAT and provide qualitative synopsis to Seniors
To maintain the main IG database/ software.
Liasioning with the other regional offices/ Regulatory authority.
Regular IAP (Investor Awareness Program) in Our Region.
Site Visit for Direct listing and report to HO.
Build strong relationships with Issuers, RTA, professionals, and corporates.
Able to travel and meeting people related to capital market industry in India.

Edelweiss Financial Services Limited

Financial Products sales & Dealing

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options · To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio · To achieve healthy revenues without compromising on clients profitability · To have clear focus on client mining · To conduct regular Client Meetings & update the same in the meeting tracker · To attain maximum reach of investment ideas/stock calls initiated · To assist in new client acquisition, building new relationships and increasing depth in existing relationships · Keep abreast of the market news, financial trends and current affairs · To attend post result concals, analyst meets for improved client servicing.

Assistant Manager

Motilal Oswal Financial Services Ltd

Sales & business Development

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options · To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio · To achieve healthy revenues without compromising on clients profitability · To have clear focus on client mining · To conduct regular Client Meetings & update the same in the meeting tracker · To attain maximum reach of investment ideas/stock calls initiated · To assist in new client acquisition, building new relationships and increasing depth in existing relationships · Keep abreast of the market news, financial trends and current affairs · To attend post result concals, analyst meets for improved client servicing.

SMC Global Securities Ltd.

COMPANY PROFILE: SMC GLOBAL SECURITIES Ltd, A leading financial services provider in India is a vertically integrated investment solution company, with a pan-India presence. Its products and services include institutional and retail brokerage of equity, commodity, currency, derivatives, online trading.

JOB RESPONSIBILITIES: 

Handling the portfolio of the existing clients. 
Opened franchisees, retail investor and corporate for expansion of  business
Providing routine research based on charts and market news. 
Responsible for Business Development Revenue Generation(Brokerage)
Time to Time collect the clients feedback and sending reports to H.O
Handled office administration activities

Relationship Manager

Experienced Manager with a demonstrated history of working in the financial service industry .Skilled in Equity research, Asset Management, Business Development, Corporate Management, Microsoft Office, Leadership, and Team Management. Strong professional with a MBA from Swami Vivekanand Subharti University  meerut & BA - Bachelor of Arts focused in Art/Art Studies, General from Delhi University.

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