Balaji Mane
Summary
Knowledgeable Equity Dealer well-versed in buying and selling equity products such as futures and preferred stocks. In-depth understanding of risk factors and strategic plans. Proven success in option trading with great forecasting abilities.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Equity Dealer TL
Kedia Capital Pvt Ltd
05.2024 - Current
- Helped clients determine investment objectives and planned according to goals.
- Promoted and managed 50+ key accounts through direct communication with clients and advising on stock opportunities and market trends.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Analyzed industry and company trends to develop customized strategies.
- Managed portfolios according to established risk strategies.
- Oversaw equity, IPO, commodity, and derivatives trades.
Equity Advisor
Trade On
01.2023 - 01.2024
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed trading strategies to maximize returns on investments.
Help Desk Associate
Vedavaag System
01.2020 - 01.2023
- Execute transactions accurately
- Enhance client retention by 25%
- Drive satisfaction by 30%
- Cross-sell financial solutions
- Guide in account management
Sales Executive
Tata Croma
01.2018 - 01.2020
- Engaged 200 clients weekly, boosting satisfaction by 30%
- Delivered personalized recommendations, increasing sales conversions by 25%
- Designed merchandise displays, enhancing engagement by 20%
- Managed 1,000 SKUs, improving stock accuracy to 97%
Project Coordinator
Reliance Jio Infocom Limited
01.2014 - 01.2018
- Track milestones, reduce delays 25%
- Coordinate resources, achieve 95% timely tasks
- Manage financial docs, streamline processes
Education
Bachelor of Science -
NITMS
Nagpur07-2016
Diploma - Information Technology
Govt.Polytechnic Mumbai
07.2013
Higher Secondary Certificate - Science
Adarsh College Badlapur
05.2010
Secondary School Certificate - undefined
Adarsh Vidya Mandir Badlapur
06.2008
Skills
- Credit assessments
- Industry monitoring
- Portfolio management
- Client relations
- Risk management strategies
- Strong analytical skills
- Investment management
- Trade executions
- Certified professional trader
Languages
Marathi (Native)
English (Proficient)
Hindi (Proficient)
Timeline
Equity Dealer TL
Kedia Capital Pvt Ltd
05.2024 - Current
Equity Advisor
Trade On
01.2023 - 01.2024
Help Desk Associate
Vedavaag System
01.2020 - 01.2023
Sales Executive
Tata Croma
01.2018 - 01.2020
Project Coordinator
Reliance Jio Infocom Limited
01.2014 - 01.2018
Higher Secondary Certificate - Science
Adarsh College Badlapur
Secondary School Certificate - undefined
Adarsh Vidya Mandir Badlapur
Bachelor of Science -
NITMS
Diploma - Information Technology
Govt.Polytechnic Mumbai
Certification
- NISM VIII - Equity Derivatives Certification
- NISM XVI - Commodity Derivatives Certification
- IIBF
Similar Profiles
Deven AgrawalDeven Agrawal
Research Analyst at AC Agarwal Share Brokers Pvt. LtdResearch Analyst at AC Agarwal Share Brokers Pvt. Ltd
Sahil DhadukSahil Dhaduk
Wealth Manager at Kedia CapitalWealth Manager at Kedia Capital
Ganesh Kumar ShawGanesh Kumar Shaw
Accounts & Audit at Aradhya Kedia Distribution House Pvt. Ltd.Accounts & Audit at Aradhya Kedia Distribution House Pvt. Ltd.
Aakash ChauhanAakash Chauhan
Passive Fund Manager/Equity Dealer at Groww Mutual FundPassive Fund Manager/Equity Dealer at Groww Mutual Fund
MAYUR JAINMAYUR JAIN
Finance and Operation Manager Cum Equity Dealer at Carnelian Asset Advisors Pvt LtdFinance and Operation Manager Cum Equity Dealer at Carnelian Asset Advisors Pvt Ltd