Branch Manager
Kotak Securities ltd (Securities Division of Kotak Mahindra Bank)
مجموع سنوات الخبرة :14 years, 4 أشهر
Branch Manager (July 2006-Present)
Duties
• Responsible for selecting a team of dealers and Relationship
Managers (RM) for achieving Branch revenue targets set on a monthly and yearly basis.
• Setting individual monthly targets for dealers and RM
• Preparing daily and weekly MIS for dealers to monitor individual performance.
• Maintaining client relationships and ensuring that all clients are
serviced properly by the dealer assigned to them.
• Monitoring expenses to ensure that the cost of running the branch is within limits.
• Going on sales calls with the RM, with regard to potential HNI's to ensure that the call is closed.
Location Cochin
Equity Dealer (April 2002-June 2006)
Duties
• Executing trades on the BSE cash, NSE Cash & FO segment
• Monitoring clients margins and setting daily limits
• Client acquisition
• Maintaining client relationships.
Karvy Stock Broking (Jan 2001- Jan 2002)
Equity Dealer
Duties
• Executing trades on the BSE cash, NSE Cash & FO segment
• Monitoring clients margins and setting daily limits
• Client acquisition
Geojit BNP Paribas Ltd (Jan '97-Jan' 2000)
Investment Analyst
Duties
• Constructing Equity portfolio's for clients based on fundamental and technical analysis.
• Preparing daily Technical reports on the market and stocks.
• Preparing weekly report whereby two companies are recommended based on fundamentals and price entry exit levels based on technical analysis
University of North Texas Denton, Texas U.S.A NCFM (Cash) Valid up to Oct 2011
Indian School, Kuwait High School pass certificate May 1984
Texas Christian University Forth Worth, Texas U.S.A BBA (Finance) May 1992