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Faizal Khatri

Faizal Khatri

Management Intern

Followers of Faizal Khatri4000 followers
location of Faizal KhatriVadodara, Gujarat, India

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  • Timeline

  • About me

    Founder- Alpha Investments- (Angel One & Sharekhan) | BSE & NSE Registered Broker

  • Education

    • CFA Institute

      2023 -
      Finance, General

    • MES BOYS HIGH SCHOOL

      2019 - 2020
      HSC Business/Commerce, General

      - Business Studies- Commerce- Human welfer- Personality development- Life lessons

    • Tata Institute of Social Sciences

      2020 - 2023
      Bachelor's degree BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES A

      - Entrepreneurship & Management - Social Media Use for business- Grooming & etiquettes - Professional career growth & opportunities- Environment Programmes- Human development- Urban & Rural Sales Psychology

    • Insurance Institute of India

      2022 - 2022
      Corporate Agent Insurance

    • National Institute of Securities Markets (NISM)

      2022 - 2022
      Equity Derivatives Equity Market

      - Equity Derivatives- Fundamental & Technical research- Quantitative trading patterns & strategies- Advance of trading

    • National Institute of Securities Markets (NISM)

      2022 - 2024
      Currency Derivatives Series I Financial Planning and Services

      - Currency Derivatives- Dealer Examination- Authorised person

  • Experience

    • Hector Beverages

      Jun 2020 - May 2021
      Management Intern

      - On Field analysis for Paper boat juice.- Manage distributors & their areas.- Association with sales representatives & Wholesalers for bulk business orders.- Branding for Paper Boat juice in specific outlets.- Sales in Rural & Urban

    • Pharmarack

      Jun 2021 - Mar 2022
      Marketing Associate

      - Pharmarack is IT Pharma company.- I have to visit Pharmacist & educate them about Pharmarack software & mobile application.- Convince them for daily use & actively order through Pharmarack platform.- Reactive old existing clients & focus on new clients.

    • Tradebulls Securities(P)Ltd

      Mar 2022 - May 2022
      Relationship Manager

      Roles & Responsibility:- Sales of Demat & Trading account.- Identify clients & convince them for Demet & Mutual Funds.- Maintain relationship with old client.- Provide Service for existing clients & Add new potential clients for equity market

    • Motilal Oswal Financial Services Ltd

      May 2022 - Aug 2023
      Senior Trader

      Role & Responsibility:- Manage HNI Clients Portfolio & Advise them according to market scenario.- Generating Revenue from new & existing clients from F&O and Cash segment.- Generating Revenue from Currency segment.- Onboard new clients and generate business from them.- MTF - Margin Trading Facility Activation.- New Demet Opening & NCR Revenue.- Cross sell of Mutual fund & Insurance- Cross sell of TGS Software which helps client by getting trading signals.- IP Product Cross sell (IAP - Intelligent Advisory Portfolio)- PMS - (Portfolio Management Service) Fullfill need of HNI clients by suggesting PMS Investments. Associated with ASK, Renaissance, Purnartha, WhiteOak Capital, Abbakus.- AIF - Category II & III (Unlisted & Listed) (NEO Group- Private Credit Funds) Show less

    • Alpha Investments LLP

      Jun 2023 - now
      Founder & Chairman

      Founder & Chairman of Alpha Investments LLP. We are authorised partner for Angel One Ltd & Sharekhan. We deals in:- Listed equity (Demat & trading account)- Unlisted equity (Over the counter trade)- Mutual Fund- PMS (Portfolio management service) (50L)- AIF ( Alternative Investment fund) (1 Crore)- Algorithm Trading (Coded & Non Coded)- NCD (Non Convertible Debenture)- Insurance ( Life & Health)- SGB ( Sovereign gold bond)- Structure products (Equity & non equity) Show less

  • Licenses & Certifications

    • Handloom Day Quiz

      Ministry Of Textiles
      Aug 2022

    • National Quiz Examination

      NSEIT LIMITED
      Jul 2022

    • Negotiation Skill

      Motilal Oswal Financial Services Ltd
      Jun 2022

    • Stock market basics

      Zerodha
      Mar 2022

    • Series VIII Equity Derivatives

      National Institute of Securities Markets (NISM)
      Jun 2022

    • 75 years of India's freedom

      Ministry of Defence of India
      Aug 2022

    • Tourism Quize Certification

      Incredible India, Ministry of Tourism, India
      Jul 2022

    • Shubharambh Assessment

      Motilal Oswal Financial Services Ltd
      Jun 2022

    • Online financial fraud

      Indian Cyber Security Force ( ICSF )
      Aug 2022

    • Digital Marketing

      Google
      Jun 2020

  • Honors & Awards

    • Awarded to Faizal Khatri
      ELITE CATEGORY BROKER Angel One Ltd Jul 2024 Reached Highest ever Tag in Angel one as sub broker. ELITE BROKER.
    • Awarded to Faizal Khatri
      Top Broker Reached GOLD + Angel One Jun 2024 We have reached GOLD + category and soon to be ELITE. Top Brokers in Vadodara, Gujarat.
    • Awarded to Faizal Khatri
      Top Broker reached at Gold Category’ 24 Angel One Jan 2024 Within 8 Months have reached to Gold category broker for aggressive business in equity revenue & cross sell products.
    • Awarded to Faizal Khatri
      Top Knowledgable Advisor June’23 Motilal Oswal Financial Services Jun 2023 Received certification for top knowledgeable advisor.
    • Awarded to Faizal Khatri
      Top Scorer for CSAT March’23 Motilal Oswal Financial Services Mar 2023 Top score in CSAT for client relationship management. 9/10 in PAN India Advisory at Motilal Oswal Financial Services
    • Awarded to Faizal Khatri
      Top Performer in Retail Advisory- Jan’23 Motilal Oswal Financial Services Jan 2023 Awarded as Top Performer in Retail Advisory for the month of Jan’23. Motilal Oswal Financial Services Pan India Retail Branch.
    • Awarded to Faizal Khatri
      Quick Starter- Revenue Generation Motilal Oswal Financial Services Nov 2022 Awarded as Quick starter for revenue generation. 10X Revenue in Quarter from derivatives segment.