Experience

• 

  Mehta aggarwala & co

  Feb 1992 - Jun 1995

  Accounts executive

  Members of DSE and BSE• Joined as accounts executive. Later went inside trading hall to do client trading and vyaj badla. Also handled the back office operations.

• 

  Brisk securities ltd

  Jul 1995 - Jan 1997

  Assistant manager

  Worked With Escorts Securities Ltd. as a Back office In-charge(February 1997-March 2000). Mem: NSE• Handled the entire back office operations.• Later on shifted to the dealing room to do client trading. • Co-ordinated with NSE for pay-in/ pay out and margin requirements.

• 

  Escorts securities pvt. ltd

  Feb 1997 - Mar 2000

  Assistant manager

  Members NSEDesignation: Assistant ManagerJob Profile : 1. Initially headed entire back office operations. 2. Later on shifted to Dealing Room and did client trading.

• 

  Jacob ballas securities india pvt. ltd.

  Apr 2000 - Mar 2007

  Assistant manager

  Mem: NSE, BSE, CSEJob Profile and Responsibilities: • Made huge amount of money for the company as Scalper on NSE.• Later did client trading in Equity and Derivative segment.• Advised clients on the trend of the market with the help of our in house portfolio manager.

• 

  V-serve management pvt. ltd.

  Apr 2007 - Oct 2016

  Relationship manager

  V-Serve is a distributor of financial products/ advisory firm and member of Bombay Stock Exchange (BSE). It deals in Mutual Funds, Health Insurance, IPOs, client trading on BSE and NSE, Corporate Fixed Deposits, Tax Free Bonds and other Financial Products. They are managing over INR 350cr in Mutual Funds. V-Serve Management Pvt. Ltd has developed a client base ranging from small investors, high net worth investors (HNI) to Corporate Job Profile and Responsibilities:• Managing the investment portfolio of Corporate/HNI/Retail Clients.• Advising diversified products to clients as per their risk appetite. • Provide Financial Planning to all our clients.• Working on Customer Relationship Management strategies.• Analysis the performance of clients’ portfolio on a periodic basis.• Analysis the performance of the Mutual Fund schemes (Debt & Equity).• Handling the Marketing activities to create investment awareness and company branding.• To attend periodic training sessions for new products and Market updates.• Represent the company in many interactive sessions organized by various Asset Management Companies. Show less