Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Personal Learning
Timeline
AdministrativeAssistant
ASHOK KUMAR V

ASHOK KUMAR V

Villianur

Summary

Experienced professional with a strong background in Equity markets, derivatives, mutual funds, Portfolio Management Services (PMS), fixed income products and Accounts. Proficient in Derivatives trading ,trade life cycle processes and settlements with extensive knowledge of Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations, . Demonstrated expertise in managing financial transactions and ensuring compliance with regulatory standards. Working hard as true to my conscience for the organization as well as my personal growth

Overview

6
6
years of professional experience
1
1
Certification

Work History

Wealth Manager

Nuvama wealth Management
04.2024 - Current
  • Managing and reviewing portfolios of existing clients with a focus on client servicing and ethical advisory, along with premium client acquisition.
  • Handled processing of OTC transactions related to unlisted shares and NCDs.
  • Sustained impactful client connections resulting in increased business opportunities and surpassing sales objectives.
  • Responsible for selling various financial products, such as mutual funds, life and health insurance, PMS, and other structured products.
  • Ensure daily updates with morning insights about markets, and complete all mandatory learning assignments on product and markets promptly.
  • Ensured timely completion of all assigned tasks

Relationship Manager

Religare Broking Limited
02.2022 - 04.2024
  • Placing the order on behalf of the clients
  • Assisted clients in making informed investment decisions
  • Managed pre and post-market trade confirmations.
  • Provided assistance with margin and trade settlement transactions
  • Provided guidance to clients on building a quality investment portfolio

Assistant - Accounts

General Surface Engineering Industries
10.2018 - 03.2022
  • Maintaining Stock records
  • Collecting & Issuing Invoice

Education

MBA -

Pondicherry University
Pondicherry, India
09.2024

Bachelor of Commerce -

Annamalai University
Tamilnadu, India
01.2017

CA-CPT -

ICAI
Chennai, India
01.2012

Hr.Sec -

Acharya Siksha Mandir
Pondicherry, India
01.2012

SSLC -

Vesley English High School
Pondicherry, India
01.2010

Skills

  • Proficiency in Excel
  • Portfolio Management
  • MS Suite
  • Collaborative Leadership
  • Agility
  • Time Management
  • Derivatives Expertise
  • Technical Analysis
  • ODIN Software
  • Problem Solving
  • Multi Tasking
  • Execution

Certification

  • Certified Investment Banking Operations Professional - Imarticus
  • Equity Derivatives - NISM-Series-VIII
  • Research Analyst - NISM-Series-XV
  • Portfolio Management Services - NISM-Series-XXI-A
  • Mutual Fund Distributors Certification - NISM-Series-V-A
  • Commodity Derivatives - NISM-Series-XVI
  • Mutual Funds, Hedge Funds - NYIF Wall Street Micro Certificaion

Accomplishments

  • Guinness World Record Participant - Group Event
  • State level March Past Trophy 1st Prize Holder - School Event

Languages

  • English (R/W/S)
  • Tamil (R/W/S)
  • Hindi (R,S)
  • Telugu (R/S)

Personal Learning

  • Bloomberg
  • PowerBI
  • Excel Advance level

Timeline

Wealth Manager

Nuvama wealth Management
04.2024 - Current

Relationship Manager

Religare Broking Limited
02.2022 - 04.2024

Assistant - Accounts

General Surface Engineering Industries
10.2018 - 03.2022

MBA -

Pondicherry University

Bachelor of Commerce -

Annamalai University

CA-CPT -

ICAI

Hr.Sec -

Acharya Siksha Mandir

SSLC -

Vesley English High School

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ASHOK KUMAR V