Chetas Shah
Senior Equity Advisor
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Equity Advisor with comprehensive experience, managing negotiation and execution of investment trades on multiple exchanges. Knowledge of trading strategies and systems. Customer-focused professional with successful 12-year career in Broking industry.
Overview
16
16
years of professional experience
1
1
Language
Work History
Manager (Senior Advisor) Retail Dealing Desk
BANK OF BARODA CAPITAL MARKET
India
10.2017 - Current
- Built strong relationships with customers through positive attitude and attentive response.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Selling PMS to HNI clients.
- Supervised team members to confirm compliance with set procedures and quality requirements.
Equity Advisor (Senior Executive)
SBICAP SECURITIES
Mumbai
08.2015 - 10.2017
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
Equity Advisor (Executive)
AXIS SECURITIES
Mumbai
08.2013 - 12.2014
- Helped clients determine investment objectives and planned according to goals.
- Analyzed industry and company trends to develop customized strategies.
- Oversaw equity, IPO, MF and derivatives trades.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Executive Sales Assistant
LODHA
Mumbai
06.2010 - 06.2013
- Overcame potential objections of prospective customers using expert product knowledge and persuasive communication skills.
- Helped sales professionals build successful sales campaigns to reach target audience with consistent branding.
- Promoted teamwork and culture of mutual accomplishment with new sales team members.
- Progressed sales through to completion by working closely with customer relations, production team and marketing.
Call and Trade Executive
HDFC SECURITIES
Mumbai
10.2007 - 03.2009
- Educated clients on various financial matters and provided research recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Selling prepaid plans for brokerage reduction of clients.
- Monitored market trends and news and update client to identify emerging opportunities.
Skills
Computer Skills (MS office)
undefinedEducation
2017-2019- PGDMA (MARKETING) WELINGKAR INSTITUTE OF MANAGEMENT.
2007 : B.A (ECONOMICS) UNIVERSITY OF MUMBAI.
2005-2007 : WILSON COLLEGE OF ARTS & SCIENCE.
2004- HSC : BHAVAN’S COLLEGE OF ARTS & COMMERCE.
2001-SSC : FELLOWSHIP HIGH SCHOOL.
Achiements
● Certification of appreciation in outstanding performance for September quiz. (SBICAPS)
● Certificate of appreciation for completing target in March Madness contest. (Axis Securities)
● Appreciation certificate for achieving EPI target. (HDFC Securities)
● Certification from Davar’s college for personality development.
● Secured 2nd position in Management quiz competition. (Wilson college)
●. Certification of appreciation for completing Preliminary Sanskrit
examination.
●Currently appointed as Special Executive officer from Government of Maharashtra.
Timeline
Manager (Senior Advisor) Retail Dealing Desk - BANK OF BARODA CAPITAL MARKET
10.2017 - Current
Equity Advisor (Senior Executive) - SBICAP SECURITIES
08.2015 - 10.2017
Equity Advisor (Executive) - AXIS SECURITIES
08.2013 - 12.2014
Executive Sales Assistant - LODHA
06.2010 - 06.2013
Call and Trade Executive - HDFC SECURITIES
10.2007 - 03.2009
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