
Timeline
About me
SBI Securities
Education

University of mumbai
2015 - 2017Bachelor of commerce - baf finance
Welingkar institute of management
2022 - 2024Master of business administration - mba finance
Experience

Tt logistics and cargo private limited
Feb 2018 - May 2020Operation executive• Outbound flight handling operations for british airways• Bookings, availability, manifestation, flight departure, stock issuance• Co - ordinating with GHA for preparing UWS/Notoc• Co - ordination with TRC and CLC (LHR) to ensure full flight uplift of cargo• Flight files checks

Motilal oswal financial services ltd
Aug 2020 - Dec 2023•Leading and Monitoring team of advisors.•Develops strategies to promote team members adherence to company regulations and performance goals.•Ensure team targets are met by collaborating with team by discussing strategies. • Dealing in Commodities (MCX)• Generating brokerage primarily through advising clients on their portfolio.•Develop and maintaining a long term relationship with customers to maintain retention of existing customers.•Keeping the clients updated on the orders.•Ensuring all the activities are adherence as per compliance.
Senior Executive & Team Mentor - Commodities
May 2023 - Dec 2023Central Advisor - Commodities
Aug 2020 - May 2023

Hdfc securities
Dec 2023 - Apr 2024Deputy manager• Equity and Currency dealing of Corporate and HNI clients • Building relationship with clients & educating them about investments• Client acquisition as per targets and cross selling of TPP (MF,Insurance,)• Client meetings and bank branch visit as per goal sheet.

Sbi securities
Apr 2024 - Dec 2024Relationship manager• Communicating equity intraday trading calls and investment ideas to customers.• Generating brokerage and volume to the branch.• Client acquisition as per targets.• Cross selling of TPP (Mutual Funds & Insurance)
Licenses & Certifications
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Nism-series v-a : mutual funds distributors certification examination
National institute of securities markets (nism).webp)
Nism-series-xvi: commodity derivatives certification examination
National institute of securities markets (nism).webp)
Nism-series-vii: securities operations and risk management certification examination
National institute of securities markets (nism)
Ic38
Insurance regulatory and development authority of indiaMar 2024.webp)
Nism-series-i: currency derivatives certification examination
National institute of securities markets (nism).webp)
Nism-series-viii: equity derivatives certification examination
National institute of securities markets (nism).webp)
Nism-series-xxi-a: portfolio management services (pms) distributors certification examination
National institute of securities markets (nism)
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