Equity Advisor
Axis Securities & Sales Limited
Total years of experience :9 years, 5 Months
Trading on behalf of the Clients and Activating Inactive Clients.
Communicating Intra-day Trading calls And Investing Ideas To Customers
Maintaining Regular Relations with the Clients
Identifying Customer needs.
.
Assessing their Risk Appetite.
Giving recommendations to Clients on their Equity Portfolio.
Ability to Advise the Clients from Time to Time based on the Research Advise.
Generating Brokerage And Volume To The Branch.
Recommending & Selling appropriate Brokerage plans as per Customer's Trading
requirements.
Identify And Develop New Streams For Equity Revenue Growth.
Maintaining Cordial Relationship With Existing Clients.
Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation.
Cross- Selling & Suggesting Mutual Fund Schemes to the customers as per their requirement.
Computer Training May 2013 - October 2013 St. Francis Institute of Mnagment & Research Gained Proficiency in: Tally ERP 9.0 Microsoft Access, Database Management System Visual Basic 6.0 Microsoft Word, Microsoft Power point & Microsft Excel
BCOM June 2010 - March 2013 University of Mumbai Graduated in Bachelors of Commerce with First Class
Advanced Certificate In Financial Jan 2011 - June 2011 Managemnet Prin. L.N.Welingkar Institute of Management Development & Research Secured A Grade in the Advanced Course.
Class 12th (Commerce Stream with Mathematics) from Sathaye College, Mumbai (HSC Board) in 2010 (Secured 71%)
Class 10th from Divine Child High School, Mumbai in 2008 (Secured 83%)