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SANTOSH CHOUDHARY

SANTOSH CHOUDHARY

Home Loan Counselor

Followers of SANTOSH CHOUDHARY218 followers
location of SANTOSH CHOUDHARYNorth 24 Parganas, West Bengal, India

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  • Timeline

  • Skills

    Insurance
    Equities
    Business strategy
    Customer relations
    Analysis
    Financial analysis
    Financial advisory
    Business process
    Operations management
    Retail management
    Loan documentation

  • About me

    Business Development Manager- Advisory Commodities & Currency at Motilal Oswal Financial Services Ltd

  • Education

    • Rampal Mourya Mahavidyalaya

      2005 - 2008
      BA Hindi Language and Literature,

    • Kankinara Arya Vidyalaya

      1990 - 1996
      2nd All

  • Experience

    • ICICI BANK LTD

      Oct 2004 - Dec 2006
      Home Loan Counselor

      Used to pitch Home loan product through cross selling Existing Bank walking customer,Through Builder network etc.

    • Motilal Oswal Securities Ltd

      Jan 2007 - Sept 2011
      ASSITANT MANAGER(TEAM LEADER), OPERATIONS

      As Operational Trainer, Used to Train our Busniess Associates as well as our team mates of Oprational softwares related to Equity Trading Platform, Backend Operations, Business Transistion process. etc.

    • Medi Assist

      Sept 2011 - Jan 2012
      Assistant Manager CRM

      Relationship with Insured clients related to Health card and Mediclaims, Insurer for their policy holder and claim fund process and our TPA service charge, updation of Claim Analysis report,

    • Motilal Oswal Securities Ltd

      Jan 2012 - Jul 2013
      Business Development Manager

      Advising Business Associates on formation of business structures, drafting privacy policies and structuring commercial transactions.Strategic Consulting, including business plan & sales strategy development.

    • BHAVISHYA EDUCATIONAL AND CHARITABLE SOCIETY

      Aug 2013 - Aug 2014
      Office Administrator

    • Motilal Oswal Financial Services

      Aug 2014 - May 2015
      Territory Manager

      Franchisee Acquisition and Development

    • Anand Rathi Shares and Stock Brokers Limited

      May 2015 - Oct 2015
      Relationship Manager

      Business Development Franchisee Network

    • Motilal Oswal Financial Services Ltd

      Feb 2016 - Dec 2022
      Business Alliance Acquisition & Development

      Territory Manager- Business Alliance - Acquisition

    • SANTOSH CHOUDHARY INVESTMENT SERVICES

      Nov 2022 - now
      Investment Advisor

  • Licenses & Certifications

    • Equity Derivative Certification NISM VIII

      National Institute of Securities Markets (NISM)
      Aug 2021

    • Mutual Fund Distribution Certification NISM VA -AMFI

      National Institute of Securities Markets (NISM)
      Jan 2021

    • Securities Operation & Risk Management NISM VII

      National Institute of Securities Markets (NISM)
      Nov 2022

    • Currency Derivatives Certification NISM-I

      National Institute of Securities Markets (NISM)
      Dec 2020