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Naitik Purohit (LIII)

Naitik purohit (liii)

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location of Naitik Purohit (LIII)Mumbai, Maharashtra, India
Phone number of Naitik Purohit (LIII)+91 xxxx xxxxx
Followers of Naitik Purohit (LIII)2000 followers

  • Timeline

    Jul 2017 - Dec 2017

    Internship Trainee

    Jain Doshi & Company, Indore
    Feb 2019 - Feb 2019

    Internship Trainee

    Aurisse International Pvt Ltd. Mauratius
    Jul 2020 - Aug 2020

    Business Development

    Spectrum Insurance Broking (P) Limited
    Dec 2021 - Nov 2022

    Senior Relationship Manager

    ICICIdirect
    Current Company
    Dec 2022 - now

    Deputy Manager

    Kotak Securities

  • About me

    Deputy Manager at Kotak Securities Ltd

  • Education

    • Indore indira bussines school

      2018 - 2020
      Pgdm managment

    • Renaissance

      2015 - 2018
      Bachelor’s degree business administration and management, general

      I completed My Graduation in Bachelor of Business Administration From Renaissance College of Commerce and Management Indore with Finance as a Specialisation

    • Kendriya vidyalaya ratlam

      2013 - 2015
      High secondary and high school certificate high school/secondary diplomas and certificates

      High School all subject , Higher Secondary Commerce with Mathematics

  • Experience

    • Jain doshi & company, indore

      Jul 2017 - Dec 2017
      Internship trainee

      ✓Return filling and managing client accounts.✓Done Income tax Return filling for various Clients.

    • Aurisse international pvt ltd. mauratius

      Feb 2019 - Feb 2019
      Internship trainee

      ✓Took charge of the administration and secretarial work✓Maintained accounts and cross-checking with the team✓Responsible for filing and proper documentation

    • Spectrum insurance broking (p) limited

      Jul 2020 - Aug 2020
      Business development

    • Icicidirect

      Dec 2021 - Nov 2022
      Senior relationship manager

      My responsibilities includes:# Portfilio management# Equity Advisory# Revenue generation through prepaid option sales, equity and F&O turnover.# Revenue generation through various cross selling products like MF, FD, NCD, Bond etc. # On boarding new customer in equity market and hand holding.# Recommending research calls to HNI clients. # Working on cashless economy # Client servicing through resolving query regarding Delivery, Intraday., SIP, IPO, Portfolio etc. Show less

    • Kotak securities

      Dec 2022 - now
      Deputy manager

  • Licenses & Certifications

    • Diploma in office automation

      Adcom computer technologies
      Jan 2018

    • Nism va

      National institute of securities markets (nism)
      Dec 2021

    • The fundamentals of digital marketing

      Google
      Sept 2019

    • Certificate examination for corporate agent

      Insurance regulatory and development authority of india
      Feb 2022

    • Tally erp9

      Tally erp 9 - india
      Jan 2019

    • Licentiate

      Insurance institute of india
      View certificate certificate