Consultant
Vaishnovi Investmen
Total years of experience :16 years, 7 Months
Business Associate Of Sharekhan Ltd) & Conducting Classes on Stock Investment & MF in Belgaum
•Setting of Sharekhan outlet & completing All Initial Documentation Required to Start Stock Broking Office, Accounts & Tax filing of office.
•Focused on Client Acquisition, Educating them on how to Create Portfolio for long term investment, short term & Intraday Trading using Technical Analysis, F&O Strategies with discipline Approach .
•Recruiting MBA students on Internship & Do Consultancy for Angel Franchisees
• Increasing Activation Ratio by Regularly Advising Dealers to advise clients by Calling them Regularly.
•Coordinating Regional & head office for Query on Account Opening & RMS issue resolution.
•Cross Selling of Varies Products like Mutual Funds, General & life Insurance by doing Proper Client profiling.
•I take Classes On Equity, F&O, Commodity, Mutual Fund, ETF Etc.
•Managing Compliance, Trouble shooter & Help office in fulfilling Statutory Requirement
Provided individuals/ HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investments and insurance planning.
•Monitored clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels.
•Developed franchisee business, training, seminar’s, Achieve Targets By Selling Cross products Like PMS, Mutual funds & ETF’s.
•Identifying potential clients, and the decision makers within the client organization.
•Organized various promotional events like seminar’s, road shows & CDSL training on regional level.
•Worked with team to develop proposals that speaks to the client’s needs, concerns, and objectives.
•Prepared accurate and timely consolidated daily, weekly, monthly, quarterly and annual business reports.
•Established and acquired relevant fact based information and analytics to support key business decisions To Achieve my KRA
Managed & Acquired 150 clients also sub-remisiers and identified business opportunities.
•Handled clienteles to ensure monthly targets and objectives are achieved.
•Strategic thinking and highly service oriented to execute business plans effectively.
•Possess high entrepreneur spirit and able to work independent.
•Office Budget Planning, office Petty Cash Handling,
Monitored, mentored and trained RM’S, Office Staff, Business Associates and Handled Branch Admin etc.
•Obtained new business from high net worth marketplace by establishing strong internal partners and mobilizing investment from HNI clients.
•Handled customer centric operations & Branch Sales Targets Through Team.
•Initiated adequate measures to ensure optimum utilization of surplus funds of HNIs towards the accomplishment of revenue and profitability targets.
Spearheaded branch broking business involving 1300 Clients, Branch Admin, Sales, back office operation from pay-in/payout of funds, HNI clients, training branches in Karnataka region on managing online back office, Branch Accounts like Service Tax filing, Petty Cash Handlling & other services
Managed NSE Dealer terminal, Branch Admin, client relationship & back office related activities.
courses: 's Dealers Module (Capital Markets) •Association of Mutual Funds of India's Mutual Funds (Distributors') Module •Certificate program on technical analysis