BENNET FRANCIS
KOCHI
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Investment Specialist
Sharekhan BNP Paribas financial services ltd.
Kochi
06.2024 - Current
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
Wealth Manager
Nuvama Wealth And Investment Ltd.
Kochi
04.2023 - 06.2024
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Analyzed client's risk tolerance level and offered customized investment advice accordingly.
Equity Advisor
ICICI Securities ltd.
Kochi
02.2022 - 04.2023
- Monitored the performance of existing equity investments and recommended changes as needed.
- Monitored and evaluated market conditions to identify potential trading opportunities.
- Developed strategies for buying and selling stocks that minimized risk while maximizing returns.
Equity Advisor
Motilaloswal Financial Service Ltd.
Kochi
07.2020 - 02.2022
- Monitored and evaluated market conditions to identify potential trading opportunities.
- Provided advice and recommendations to clients regarding portfolio management decisions.
- Identified potential investments and opportunities for clients according to their individual needs.
Equity Dealer
Kotak Securities Ltd.
Kochi
01.2019 - 06.2020
- Monitored and evaluated market conditions to identify potential trading opportunities.
- Executed trades in accordance with established guidelines and regulations.
- Provided advice and recommendations to clients regarding portfolio management decisions.
Equity Dealer
Sbicap Securities ltd.
Kochi
01.2018 - 12.2018
- Provided advice and recommendations to clients regarding portfolio management decisions.
- Managed client relationships by responding promptly to inquiries regarding positions or account status.
Equity Dealer
HDFC Securities ltd.
Kochi
08.2015 - 12.2016
- Monitored and executed client orders in the equity markets, ensuring accurate trade execution.
- Maintained relationships with clients to ensure a high level of customer service.
Equity Dealer
Geojith Financial Service ltd.
Kochi
09.2014 - 07.2015
- Provided advice on appropriate asset allocations based on individual clients' goals and risk profiles.
- Monitored the performance of existing equity investments and recommended changes as needed.
Education
Bachelor of Arts - Commerce
Mary Matha Arts&Science College
Mananthavady , Wayanad ,Kerala03-2013
High School Diploma -
Board of Higher Secondary Examination Kerala
Kerala03-2010
GED -
Board of Public Examination
Kerala03-2008
Skills
- Capital markets
- Asset Allocation
- Investment strategies
- Derivatives trading
- Technical Analysis
- Retirement planning
- Portfolio Management
- Wealth Management
- Mutual funds understanding
- Investment planning
Affiliations
- Music
- Investment Journals
- Travel
Accomplishments
- Excellence Awards from Nuvama Wealth
- PMS Quarter Champ from Sharekhan
- MF Sip Not Out contest winner
- Investment Advisory Product Winner
Certification
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
- NISM Series V A: Mutual Fund Distributors Certification Examination
- NISMS01A-NISM Series I: Currency Derivatives Certification Examination
- NISMS08A-NISM Series VIII: Equity Derivatives Certification Examination
Languages
Malayalam
First Language
English
Advanced (C1)
C1
Hindi
Elementary (A2)
A2
Tamil
Intermediate (B1)
B1
PERSONAL INFORMATION
Father's name: T. A. Francis
Date of birth: 18/11/1992
Nationality : INDIAN
Marital status: Married
Permanent address: Thazhathuveetil (Ho), Nadavayal (Po), Wayanad 670721
Kerala, India
Present address: A1 Naduvilaparambil House
Kent Illam
Vennala, Kochi 682028
Kerala , India
Timeline
Senior Investment Specialist
Sharekhan BNP Paribas financial services ltd.
06.2024 - Current
Wealth Manager
Nuvama Wealth And Investment Ltd.
04.2023 - 06.2024
Equity Advisor
ICICI Securities ltd.
02.2022 - 04.2023
Equity Advisor
Motilaloswal Financial Service Ltd.
07.2020 - 02.2022
Equity Dealer
Kotak Securities Ltd.
01.2019 - 06.2020
Equity Dealer
Sbicap Securities ltd.
01.2018 - 12.2018
Equity Dealer
HDFC Securities ltd.
08.2015 - 12.2016
Equity Dealer
Geojith Financial Service ltd.
09.2014 - 07.2015
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
- NISM Series V A: Mutual Fund Distributors Certification Examination
- NISMS01A-NISM Series I: Currency Derivatives Certification Examination
- NISMS08A-NISM Series VIII: Equity Derivatives Certification Examination
Bachelor of Arts - Commerce
Mary Matha Arts&Science College
High School Diploma -
Board of Higher Secondary Examination Kerala
GED -
Board of Public Examination
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