Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
Timeline
Generic
AKSHAY G ANAND

AKSHAY G ANAND

KOTTAYAM

Summary

Dedicated individual with a degree in Finance and knowledge in Fund Managing seeking a position in a reputed company in Asset Management where I can utilize my knowledge and skills to facilitate mutual growth and success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Trading and Investments

Zerodha
Kottayam
07.2023 - Current
  • Watching world market and news.
  • Understanding movements of Open Interest and Foreign Institutional Investors, Foreign Portfolio Investors, Domestic Institutional Investors.
  • Follow the local news and major stocks trends.
  • Follow the Risk-Reward ratio.
  • Technical analysis

Assistant Manager

Kotak Securities
Ernakulam
01.2023 - 06.2023
  • Communicating trading calls and investing Ideas to customers.
  • Thorough knowledge of all exchange rules, regulations and compliance's.
  • Ability to advise the clients from time to time based on the research calls.
  • Generating brokerage and volume.

Relationship Manager

HDFC Securities
Ernakulam
01.2022 - 10.2022
  • Communicating trading calls and investing Ideas to customers.
  • Thorough knowledge of all exchange rules, regulations and compliance's.
  • Ability to advise the clients from time to time based on the research calls.
  • Generating brokerage and volume.

Salesman

Growide Distributors
Kottayam
09.2016 - 04.2017
  • Taking order from customer
  • Delivering the proper product

Education

M.com, Finance

Mahatma Gandhi University
Kerala
10-2019

B.com, Co-operation

Mahatma Gandhi University
Kerala
08-2016

Commerce

Government VHSS Kumarakom
Kerala
03-2013

Skills

  • Relationship Management
  • Account Management
  • Stock market knowledge
  • Knowledge of Microsoft Excel and financial analysis software
  • Detail-oriented mindset with a commitment to accuracy and quality
  • Problem solving skills
  • Good communication skills

Affiliations

  • Travel
  • Music
  • Driving

Languages

Malayalam
First Language
English
Upper Intermediate (B2)
B2

Certification

  • Tally ERP 9 with GST

November 2019 – February 2020

  • Fundamental & Technical Analysis of Stock Market from Avodha

April 2020 – December 2020

  • National Institute of Stock Market (NISM) Series VIII Equity Derivatives Certification.

June 2021 – September 2021

  • Stock Market Mentorship program , OI Pulse

October 2021 – December 2021

  • Sales and Operations Intern at Baroda Mutual Funds, Ernakulam

February 2021 – May 2021

Timeline

Trading and Investments

Zerodha
07.2023 - Current

Assistant Manager

Kotak Securities
01.2023 - 06.2023

Relationship Manager

HDFC Securities
01.2022 - 10.2022

Salesman

Growide Distributors
09.2016 - 04.2017

M.com, Finance

Mahatma Gandhi University

B.com, Co-operation

Mahatma Gandhi University

Commerce

Government VHSS Kumarakom

Similar Profiles

CREATE PROFILE
AKSHAY G ANAND