Dhruv Malik

Experience

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  Religare Securities Ltd.

  Nov 2009 - Jul 2012

  Senior Relationship Manager

  As a Senior Relationship Manager, I was exposed to multifunctional responsibilities which included investments from key retail clients and managing financial investments of the clients to provide profits in proportionate to the investment both for the company and for the client.

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  Globe Capital Market Limited

  Sept 2012 - May 2013

  Senior Relationship Manager

  As a Senior Relationship Manager (PCG), I was engaged in providing excellent customer service in a professional manner, aggressively establishing new accounts while strengthening execute trades, providing stock quotes and communicating relevant news to customers, accept customers’ cheques and stock certificates. Continuously educating customers about the working of the dynamic stock market. Work with margin accounts and communicate balances. Follow up on leads from prospects.

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  Standard Chartered Securities

  May 2013 - Dec 2014

  Equity Advisor

  As an Equity Advisor, I was committed to providing excellent customer service in a professional manner, managing clients’ portfolios, aggressively establishing new accounts and generating revenue from the existing accounts while strengthening execute trades, providing stock quotes, and communicating relevant news to customers on daily basis.

• 

  Religare Securities Ltd.

  Dec 2014 - Oct 2016

  Business Manager

  As a Business Manager in Value Client Group(VCG), I am involved in examining and interpreting data from different sources and understanding its impact for investment decision making. The profile also includes in- depth research upon a set of companies and providing informed recommendations to clients.

• 

  ICICI Bank

  Oct 2016 - Sept 2018

  Icici bank wealth management

  Relationship manager

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  Standard Chartered Bank

  Nov 2018 - Sept 2023

  Associate Director
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  Centrum Wealth

  Sept 2023 - now

  Associate Partner