Anil Sutar
MUMBAI
Summary
I am Consummate Business Executive with 15+ years of experience building Profitable HNI Portfolios in challenging, competitive and volatile stock markets. I am having Strong Leadership, Communication, Creative and Analytical skills. I am Decisive, Solutions-focused and results-oriented.
Overview
10
10
years of professional experience
1
1
Certification
Work History
EXECUTIVE
03.2008 - 03.2018
- Handling Account Opening,Closing,Modifications
- Processing NSDL and CDSL Delivery Instructions Slips
- Demat Accepting and Processing the Same.
DEALER & ASSISTANT MANAGER
04.2018
- Operation of NSE, BSE, Cash and F&O
- Operate Online Trading Clients
- Activating Dormant Clients & Generates Revenue
- Co-Ordinating with branches and solving their queries
- Operate HNI and Retail clients
- Cross selling TPP products
- Handling The Funds Payout of the Broking Clients
- Customer Meetings for Referrals, Feedback and Grievance.
Education
Master in Financial Management (MFM) -
IES Management College And Research Centre
BCOM -
Chetana College of Commerce And Arts
Skills
- Strong Leadership
- Communication
- Creative
- Analytical
- Decisive
- Solutions-focused
- Results-oriented
Certification
- NISM Series VII - SORM Certification
- NISM Series VIII - Equity Derivatives Certification
- NISM Series VI - Depository Operations Certification
- NISM Series V - Mutual Fund Distribution Certification
- NISM Series XVI - Commodity Derivatives Certification
- IRDA - Insurance Certification
Accomplishments
- Received A rating during 2022-2023
- Received A rating during 2021-2022
- Received the Star Performer Award in the year 2010-11
Personal Information
- Father's Name: Surendra Anant Sutar
- Date of Birth: 06/18/84
- Gender: Male
- Nationality: India
Hobbies and Interests
Reading Books, Playing Cricket
Disclaimer
I, Anil Surendra Sutar, hereby declare that the information contained here in is true and correct to the best of my knowledge and belief.
Timeline
DEALER & ASSISTANT MANAGER
04.2018
EXECUTIVE
03.2008 - 03.2018
Master in Financial Management (MFM) -
IES Management College And Research Centre
BCOM -
Chetana College of Commerce And Arts
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