Deputy Manager
Kotak Securities
Total years of experience :3 years, 1 Months
In-depth understanding of various aspects including Financial Management, Banking & Financial Services, Portfolio Management, Options, Futures and Risk Management, Financial Statement Analysis and Wealth Management
Managing Portfolios of Clients investing in various asset classes like Direct Equity, Portfolio Management, Mutual funds, IPO's, FPO's & Structured Products like Debentures.
Advise and Guide clients in investing in Equity markets using the fundamental & technical research. Keeping a constant track of the clients investments by updating them with what are the right levels to enter/exit from the stock markets.
Analyzing research reports & trading strategies on daily basis & equity and derivative market for trading recommendations.
Successfully identifying Derivatives Strategies so as to enhance yield on the underlying portfolio as a whole and for individual stocks
Introducing the client to start a banking relationship with the home bank by setting up his banking accounts and sharing information about the various banking products.
- Analyzing all the parameters required to be met in order to approve mortgage applications
- Evaluation and verification on the identity of mortgagee i.e. reviewing available data of his employment details, income details, residential address verification, number of properties owned and their verification
- Reviewing and validating mortgage applications of US customers, property appraisals of customers, income documents like paystubs, W2’s and social security statements, property settlement agreement, divorce decree etc
- Predicating for all the liabilities which can be seen on the credit reports pulled but not mentioned on the applications, employment details in case of change of employment or mortgagee has more than one source of income
- Responsible for taking final decision on the applications to the extent of what is done on the application and validating by an approved code