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Jay Jobalia

Jay Jobalia

Account Executive

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  • Timeline

  • About me

    MBA || Equity Sales Trader || Kotak Securities (Private Client Group) ||

  • Education

    • Mithibai College

      2015 - 2018
      Bachelor of Commerce - BCom Commerce

    • Chetana's R. K. Institute of Management & Research

      2020 - 2022
      Master of Business Administration - MBA Finance, General

  • Experience

    • Compact Business Machines

      May 2018 - Apr 2020
      Account Executive

    • FACTSHEET INC

      May 2021 - Aug 2021
      Equity Research Intern

    • Kotak Securities

      May 2022 - now
      Equity Sales Trader

  • Licenses & Certifications

    • NCFM -FIMMDA NSE Debt Market Module

      NCFM Share Market Training Insitute

    • NISM Series V-A Mutual Fund Distributor

      National Institute of Securities Markets (NISM)

    • NISM Series VII Securites Operations and Risk Management

      National Institute of Securities Markets (NISM)

    • Retirement Planning and Tax Module (CFP)

      Financial Planning Standards Board Ltd.
      May 2022

    • NISM-Series-VIII Equity Derivatives Certification Module

      National Institute of Securities Markets (NISM)
      Dec 2021