working with broking firm from last 5 years
Accounting & Finance - B.Com - 5-6
Posted on: Wed, 3 Dec 2008, 11:44 AM
Job category: Accounting & Finance
Field: other
Role: manager
Education: B.Com
Experience: 5-6 years
Preferred job location: Anywhere in India
RESUME
JATIN PRAVIN SHAH
I/533, GOVARDHAN NAGAR, OPPOSITE POISAR GYMKHANA, KANDIVLI (WEST). MUMBAI-400067.
(M) +91 9870348600 E-Mail: jatinenjoy123@gmail.com
Aims to pursue senior managerial assignments in Business Development, Relationship Management, Distribution /Channel management, with a reputed financial organization.
PRÉCIS
A tenacious result driven professional with over more than five years’ of experience in Relationship Management, network Management, Operation, Business Development, and Risk Management.
Presently serving as Branch Manager – with Bonanza Portfolio Ltd., Mumbai
Keen planner, strategist & implementer with demonstrated abilities in accelerating business growth.
Exhibited abilities in generating leads and consistently increasing revenues, market share and favorably impacting profitability by exceeding all the set goals & corporate objectives.
Outstanding success in building and managing relations with key clients and establishing large volume, high profit accounts with excellent levels of retention and loyalty.
Adroit in addressing all service related issues; ensured customer delight.
Motivated by standards of excellence to overachieve expectations & sail through targeted goals.
Excellent interpersonal, analytical & negotiation skills with proven track record of developing new markets & developing business.
CAREER HIGHLIGHTS
Since May 2008 Bonanza Portfolio Limited, (Mumbai) as Branch Manager
The Chief Tasks Handled
- Portfolio Handling Of HNI and Retail Clients
- Investor Servicing
- Investment Strategy
- Market Analysis
- Investor Query and Brokerage Handling.
- Operations Management
The Attainments
Competently handling a team servicing Equity product to HNI and Retail clients.
Added Several New HNI Clients for broking, Brokerage from these have gone up three folds ever since I joined
Played a pivotal role in developing Investment Plans, aggressively pushing Trading Platform to HNI clients, maintaining and successfully retaining them for trailing Revenues
Successfully Cross sold Commodities, IPOs and PMS to The Existing Client base
Effeciently monitored the yield per Trader and the overall profitability of the Branch in terms of Online & offline Business
Successfully increased the shelf value of Bonanza Commodities products.
Sept. 2004 till April . 2008 Samruddhi Stock Brokers. Limited
(Working as Arbitrature in Commodities from sept. 2004 to December 2005 and
then work as an Branch manager Of Samruddhi stock brokers Ltd at Borivli Branch.)
The Accomplishments
Achieved the given target both volume and value wise on monthly basis.
Acquired Several Key high Yielding Corporate accounts for the Company who contribute significantly to the total revenue of the Branch
Successfully disseminated the trading and Investment Ideas to Clients, was responsible to push up the in-house calls of Samruddhi Stock Brokers Ltd.
KNOWLEDGE DOMAIN
Capital And Derivatives Market
Knowledge of Derivatives and Capital Market
Interface with Research Department on daily basis for update of Market, and movement of stocks
Knowledge of Scripts, which helps for Investment Strategy.
ODIN software knowledge with good Operating speed to execution of buy and sell orders
Knowledge of Arbitrature in Commodities.
Operations Management
Monitoring the Risk for Online &Offline Customers
Laisionining with the RMS team for Margin Money updates, changes in daily limits of Clients
Maintaining a proper MIS of clients both Risk wise and volume Wise
Ensuring Collection of the due money from overdue customers; transferring the collected money through bank to the company’s account.
Business Development
Interface with clients and recommending them tailored business solutions and corporate presentations for cultivating relations with them for securing repeat business.
Networking with reliable retail and HNI distributors, resulting in deeper market penetration and wider market reach
Handling the launch of new innovative schemes/competitions for the vast distribution network.
Persuading corporate clients & industrial customers about products and negotiating & finalizing deals. Provide service support to clients and resolving their issues/ concerns.
ACADEMIC CREDENTIALS
B.COM Mumbai University 2003
NCFM NSE’s Certification in Financial Market (Dealers Module in Capital Market)
NCFM NSE’s Certification in Derivatives Market (Dealers Module)
BCSM BSE’S Certification on Stock Market
COMPUTER PROFICIENCY: M.S. Office
Current Salary : 3,60,000 p.a (70% fixed and 30% is variable on achieving targets.)
PERSONAL DETAILS
Marital Status Married
Permanent Address: – I/533, Govardhan nagar, Opposite Poisar Gymkhana, Near Raghuleela Mall,
Kandivli (west). Mumbai-400067.
Date of Birth : 12th April 1982.
Language Known : English, Hindi, Gujarati.
Jatin Shah
Landline number: +91--9937 9274
Mobile number: +91-98703 48600
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