Summary
Overview
Work History
Skills
Certification
Educational
Personal Information
Languages
Disclaimer
Timeline
Generic

Aakash Dubey

Bhandup

Summary

To work In a Meaningful and challenging position that enables me to develop myself as a professional and permits scope for advancement.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Deputy Manager (Dealer)

Kotak Securities Ltd
04.2023 - Current
  • Responsible for generating brokerage by executing trades on behalf of Clients
  • I have to do client meeting on regular basis.

Relationship Manager (Dealer)

Sharekhan Pvt. Ltd
12.2022 - 04.2023

· Responsible for generating brokerage by executing trades on behalf of Clients

· Maintaining healthy relationship with clients.

· Investment Advisory related to Equity Portfolio& Mutual Fund

· Cross selling of investment products offered by Sharekhan. (Mutual Fund and Invest Tiger, FD)

Sales Executive

Sharekhan Pvt. Ltd
12.2021 - 12.2022
  • Areas Worked: To guide clients regarding investment products, to provide stock recommendation, to help with the procedure of trading and investment from portal, To trade on behalf of clients.
  • Responsible for Meeting with new client’s virtually or during sales visits.
  • Demonstrating and presenting the products of sharekhan.

Managing Director

Fssky International
09.2020 - 09.2021
  • Import and Export
  • Research about market
  • Consumer Behavior
  • Communication with outside Customer
  • Building Network

Assistant Sales & Marketing

Sudhanshu Infrastructure Pvt. Ltd.
01.2019 - 01.2020
  • Project: Analysis of Real Estate Investment in India
  • Total Investment
  • Consumer Behavior
  • Current Market Situation
  • SWOT Analysis

Skills

  • Technical analysis
  • Trade Execution
  • Discipline
  • Time Management

Certification

  • NISM-Series-VIII: Equity Derivatives Certification
  • NISM-Series-VA: Mutual Fund Distributors Certification

Educational

  • MBA, GNIMS, Mumbai, 2023, 8/10 CGPA
  • Bachelor of Business Administration (BMS), NES Ratnam College - Mumbai, Maharashtra, 2019, 6.91/10 CGPA
  • Higher Secondary, RSS Vidyalaya Mandir - Mumbai, Maharashtra, 2016, 68.77%
  • Secondary, Guru Nanak - Mumbai, Maharashtra, 2014, 50.00%

Personal Information

  • Place of Birth: Bhandup (Mumbai)
  • Religion: HINDU
  • Date of Birth: 01/05/00
  • Gender: MALE
  • Nationality: INDIAN
  • Marital Status: SINGLE

Languages

  • ENGLISH
  • HINDI
  • MARATHI

Disclaimer

I do hereby declare that all the information given above is true to the best of my knowledge and belief.

Timeline

Deputy Manager (Dealer)

Kotak Securities Ltd
04.2023 - Current

Relationship Manager (Dealer)

Sharekhan Pvt. Ltd
12.2022 - 04.2023

Sales Executive

Sharekhan Pvt. Ltd
12.2021 - 12.2022

Managing Director

Fssky International
09.2020 - 09.2021

Assistant Sales & Marketing

Sudhanshu Infrastructure Pvt. Ltd.
01.2019 - 01.2020
  • NISM-Series-VIII: Equity Derivatives Certification
  • NISM-Series-VA: Mutual Fund Distributors Certification

Similar Profiles

CREATE PROFILE
Aakash Dubey