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Karthik Athanimath

Technical Analyst

711 followers

Karnataka, India

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Timeline
About me
Financial Market's| CFA Level 1 Candidate| Learner|
Education
- KLES's College of Business Administration, Lingaraj College
  2019 - 2022
  Bachelor of Business Administration - BBA Business and Personal/Financial Services Marketing Operations 7.9
Experience
- BB Advisory
  Oct 2021 - Nov 2021
  Technical Analyst
- IIFL Securities
  May 2022 - Jul 2022
  Finance Internship
- ICICIdirect
  Dec 2022 - Oct 2023
  Equity Relationship Manager
  #Used to assist clients with my expertise in finding lucrative investment scopes in the equity market.#Maintained company goal sheet as well as investment advices to my mapped clients,& Client service on top of the level with professional manner.#Found new clients, making client investment, developing action plans, answering to client queries and offering suggestions according to their risk appetite.
- Zerodha
  Jan 2024 - now
  Assistant Manger
  #Customer Assistance,#Issue Resolution,#Platform Guidance,#Account Management,#Educational Support,#Troubleshooting,#Compliance and Regulation,#Emergency Support.
Licenses & Certifications
- NISM Series VII: Securities Operations and Risk Management Certification Examinatio
  National Institute of Securities Markets (NISM)
  Dec 2022
- SWAYAM ONLINE COURSE CERTIFICATION
  Indian Institute of Management Bangalore
  Dec 2019
  View certificate
- NISM-Series-VIII: Equity Derivatives Examination
  National Institute of Securities Markets (NISM)
  Apr 2022
- NISM-Series-VI: Depository Operations Certification Exam
  National Institute of Securities Markets (NISM)
  Apr 2022

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