
Vivek Chodhari
Executive

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About me
Buy- Side Trader at Ace Lansdowne Investments Services LLP
Education

Mumbai University
2016 - 2018MMS in FINANCE FINANCE
G.D. Somani Memorial School
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Experience

Diamonds International Private Ltd,
Apr 2012 - Apr 2015Executive• Learned about the different products in the diamond industry. The products range was from stars, melee, princess and pointers• Helped in creating a database with the client information like company name, contact, address, goodwill, reference of the company, etc.• Interacted with different people in the diamond industry to get the references of many of my clients.• Developed good relationship with my clients in the diamond industry. This helped to increase the wholesale business of my company.• Negotiated with the customers and increased the gross margins of the goods I was selling from 5% to 6%.• Achieved the sales target of Rs25,00,000 for the quarter.• Increased the inventory turnover by selling illiquid stock like colored goods and open goods.• Analyzed the credit limits for my clients and discussed the same with my management.• Analyzed overdue payments of my clients and raised red flags wherever I saw risk of late payment or default Show less

LKP Securities Ltd
Jun 2017 - Jul 2017Equity Dealer• Help new clients to activate their accounts.• Help clients for their trading related queries.• Placing orders of clients taken through phone lines in trading terminal.• Making confirmation of orders and trades done during the day to clients. • Activating inactive clients through regular follow up.• Regularly following-up with clients and handling their queries.• Acquiring clients through existing client’s referrals and from other sources.

Kotak Mahindra Bank Limited
Dec 2018 - Jun 2019Relationship Officer• Handle customer service requirements like Demat account opening, mutual funds, life insurance and grievances.• Speed and efficiency of service given• Sales targets for banks and investment products.• Going beyond the professional need of the customer by providing other products.• Cross-sale of asset products• Customer acquisition through referrals• Customer Retention

Ace Lansdowne Investments Services LLP
Oct 2021 - nowBuy-Side TraderProviding market updates, volume updates on stocks as well as sector-wise updates.• Providing updates on global markets and making MIS reports.• Giving updates on block and bulk deals.• Recommending stocks based on technical analysis
Licenses & Certifications

Technical Analysis Module
NCFM.webp)
• NISM – Series V-A: Mutual Fund Distributors Certification exam
National Institute of Securities Markets (NISM)May 2018.webp)
• NISM - Series - VIII module : Equity Derivatives Certification exam
National Institute of Securities Markets (NISM)May 2018
IRDA composite exam certificate
Insurance Regulatory and Development AuthorityMar 2019
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