Ashish B Kanchan
Assistant Manager (Broking)
Bhayander
Summary
Accomplished Assistant Manager with extensive experience in driving operational excellence and achieving consistent upward mobility within the organization. Expertise includes sales, personnel management, accounting, and inventory control, ensuring a comprehensive understanding of company products and services to enhance customer satisfaction. Strong leadership and adept problem-solving skills are applied to optimize processes that reduce costs and elevate organizational efficiency. Proven ability to leverage independent decision-making and sound judgment to contribute significantly to overall company success.
Overview
7
7
years of professional experience
1
1
Certification
4
4
Languages
Work History
Assistant Manager
SBI Securities
04.2024 - Current
- Supervised day-to-day operations to meet performance expectations for more than 15 agents, quality, and service.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
Team Lead
SBI Securities
09.2022 - 03.2024
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
- Coached team members in techniques necessary to complete job tasks.
- Trained more than 10 new team members by relaying information on company procedures and safety requirements.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
Team Lead
Upstox Digital Online Broker
09.2018 - 09.2022
- Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
- Team management and operations for almost a team of 15 employees.
- Established quality parameters.
- Statistics Reporting.
- Process Trainer.
- Target-Oriented Operations
- Resolving Process-Related Issues.
- Ticket/Incident Management.
- RISK Management.
- Online stock market broker with no middleman.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Senior Executive
Upstox Digital Online Broker
09.2018 - 09.2019
- L1 Customer Support.
- L2 Customer Support.
- IPV Ticket Handling.
- Head SPOC for Juniors.
- Online stock market broker with no middleman.
- Performed 90 account scrutiny in a day, a record.
Education
Bachelor of Mass Media - Advertising in Finance Marketing, Digital Marketing, Product Marketing, Financial Auditing (Stocks)
03-2018
GPA: 62.2%, 60.2%
Junior College (MAH-HSC) - Science
03-2015
GPA: 53%
Skills
Performance metrics management
Target-based process optimization
Product Knowledge in Stock Market
Team and Project Reporting
MS Excel
Business Sales
Operations management/Cost reduction
Employee performance evaluations
Decision-making
Finance Account Management
Basis Knowledge an Al Tools use into day to day task automation (WIP)
Grok/Chat GPT/Google Gemini/ Wisprflow Al/ Google Al Studio/ Multi AI/Notebook LM AI/Perplexity (Camel)/ Perplexity (Camel)
Certification
Business Development Course, Unacademy Relevel, 2022-09-01
Accomplishments
- Upstox Digital Online Broker (Epiceter Technologies)
- One Million Account Opening in a Quarter for my Team under my Supervision
- Highest Achiever in Account opening as an Executive and Multiple times Awarded Best Team lead of the month
- Youngest Senior Executive to be Promoted as Team Lead in Internal Job Posting by clearing IGP Exam and interview
Timeline
Assistant Manager - SBI Securities
04.2024 - Current
Team Lead - SBI Securities
09.2022 - 03.2024
Team Lead - Upstox Digital Online Broker
09.2018 - 09.2022
Senior Executive - Upstox Digital Online Broker
09.2018 - 09.2019
K.P College of Mass Media And Management - Bachelor of Mass Media, Advertising in Finance Marketing, Digital Marketing, Product Marketing, Financial Auditing (Stocks)
Hansraj Morarji College of Science And Commerce - Junior College (MAH-HSC), Science