equity dealer
Kotak Securities
Total years of experience :13 years, 2 Months
Kotak Securities Ltd. Hyderabad (Sep 23, 2015 to Present)
Assistant Manager
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• Involve in buying and selling securities involving Equity, Futures and Options and Mutual Funds, Insurance, PMS, Housing loans, Car Loan etc..
• Evaluate financial risks and decide on important daily task of an Equity Trader based on available data.
• Attain thorough knowledge about stock market terms and trading practices.
• Ensure all trading transactions are legitimate and comply with government laws and policies to avoid law suits and other penalties.
• Analysed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Maintaining an independent and secure record of the clients and monitoring consistently the progress of their investment securities
HDFC Securities Ltd. Hyderabad.( From May 02, 2014 to September 18, 2015)
Relationship Manager
• Ensured regular interaction with operation's teams for trade reconciliation.
• Implemented various complex trading transactions.
• Ensured compliance to all organization regulations.
• Offered financial and investment support to the customers to solve their queries
• Dealt with the stock trade settlement issues and Mutual Funds
From January 1st, 2012 to still now working as an Equity & Derivative Dealer in Aditya Birla Money Ltd.
Job Profile :
• Resolving Trading issues and settlements of clients
• Tracking of Client portfolio performance
• Analyzing the Financial Statements of Companies
• Advising clients with regards to their Investments in Equity & Derivatives Market
• Order Executing on behalf of clients
• Explaining clients about corporate actions regularly
• Updating clients on Research reports
• Update on the Global Market and the local Market
• Trade confirmation to clients
• Handle Customers queries
• Analyzing Fundamentals and Technical’s of Stock
April 1st, 2011 to December 31st, 2011 Worked as an Audit Assistant in Chartered Accountant Form.