Profile
Competent, diligent & result-oriented professional with an experience of over 8 years in Equity & F&O Advisory Services, Portfolio Management, Risk Management, Client Servicing, Team Management and Revenue Generation; currently associated as Deputy Manager with Kotak Securities.
Skilled at consulting with clients to analyze their financial situations and provide investment solutions to further their financial planning goals. Adept at applying various research and analysis tools to understand the market trends, corporate potential and risk vis-à-vis returns.
Demonstrated excellence in identifying, negotiating, structuring and executing investment transactions for a wide range of HNI / MNI clients.
Excellent relationship management skills − resourceful and competent to create win-win relationship with corporate clients and customers through excellent interpersonal, negotiation & presentation skills.