Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
Timeline
Generic

Abhishek Sowdiya Durai Rajan

Hyderabad

Summary

Seasoned Franchise Owner and Equity Advisor with a proven track record in financial planning and customer relations, notably with Karvy Stock Broking Ltd. Expert in devising investment strategies and fostering franchise relations, achieving significant client satisfaction and portfolio growth. Skilled in consulting and negotiation, ensuring optimal financial outcomes for clients.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Franchise Owner

Motilal Oswal Financial Service Ltd
Hyderabad
12.2019 - Current
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.

Equity Advisor

Karvy Stock Brocking Ltd
Hyderabad
10.2017 - 11.2019
  • Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
  • Built and strengthened client relationships to form long-lasting, profitable bonds.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Reviewed prospectuses prior to recommending any securities.
  • Advised clients on tax-efficient investing strategies to minimize capital gains taxes.
  • Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
  • Facilitated client meetings with comprehensive investment strategy planning.

Education

MBA - Finance & HR

Shree Narayana Guru Institute Of Management Studie
Coimbatore
01-2017

Bachelor of Commerce - B.com Reg

Bhavans Degree College
Hyderabad
01-2014

Skills

  • Franchise relations
  • Marketing tactics
  • Consulting
  • Financial planning
  • Negotiation
  • Customer relations

Certification

  • NISM Certification

Languages

Tamil
First Language
English
Advanced (C1)
C1
Telugu
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Malayalam
Elementary (A2)
A2
Kannada
Elementary (A2)
A2

Affiliations

  • Travelling for Client Visits
  • Volunteering with Groups
  • Sports Participating

Timeline

Franchise Owner

Motilal Oswal Financial Service Ltd
12.2019 - Current

Equity Advisor

Karvy Stock Brocking Ltd
10.2017 - 11.2019

MBA - Finance & HR

Shree Narayana Guru Institute Of Management Studie

Bachelor of Commerce - B.com Reg

Bhavans Degree College
Abhishek Sowdiya Durai Rajan