Chirag Palav
Mumbai
Summary
- Passionate PCG Equity Dealer experienced in buying and selling diverse equity products . Adept at assessing risk and developing appropriate strategies.
- Dedicated Deputy Manager bringing 2 years of excellent performance in NRI PCG Dealing. Driven about equity markets with strong knowledge of regulations and compliances.
- Well versed in assisting clients with buying and selling stocks. Adept at assessing risk and developing appropriate strategies.
- Achievements include cultivating and strengthening client relationships, overseeing valuable portfolios and optimizing key investment plans. Top-notch skills in interpersonal relations and communication. Well-versed in equity markets.
Overview
2
2
years of professional experience
Work History
Deputy Manager, NRI PCG Equity Dealer
Kotak Securities
Mumbai
05.2023 - Current
- Dealing the HNI & U-HNI NRI Clients and actively managing their portfolios.
- Recommending and suggesting clients with stocks basis th research provided by in house Research Desk.
- Helping clients to optimize best possible returns from their equity portfolio and assist the client in buying and selling of stocks.
- Having con-calls / zoom calls with clients monthly / bi-monthly to analyze their portfolios and suggest them with a plan of action.
Management Trainee
Kotak Securities
Mumbai
05.2022 - 05.2023
- Learning the application software.
- Building relationship and rapport with the clients mapped under me
- Study of Research Reports and shortlisting stock picks.
Education
MBA - Finance
Chetana's R.K. Institute of Management & Research
Mumbai02-2022
Bachelor in Management Studies - Finance
Patkar Varde College
Mumbai05-2019
Higher Secondary School Certificate - Commerce
Patkar Varde College
Mumbai02-2016
Secondary School Certificate -
Our Lady of Remedy High School
Mumbai03-2014
Skills
- Equity Dealer
- Equity Trader
- Equity Analyst
- Technical Analysis
- Fundamental Analysis
- Customer Relationship Building
Languages
English
First Language
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Affiliations
- Conducted a DCF Calculation Project on ITC as a part of my final year MBA Course.
- Took part in DLLE Program conducted by University of Mumbai as a part of co-curricular activity during Graduation College.
Timeline
Deputy Manager, NRI PCG Equity Dealer
Kotak Securities
05.2023 - Current
Management Trainee
Kotak Securities
05.2022 - 05.2023
MBA - Finance
Chetana's R.K. Institute of Management & Research
Bachelor in Management Studies - Finance
Patkar Varde College
Higher Secondary School Certificate - Commerce
Patkar Varde College
Secondary School Certificate -
Our Lady of Remedy High School
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