Devesh Dongre
Mumbai
Summary
Finance graduate with expertise in supporting retail and HNI clients in investment operations and compliance. Skilled in client onboarding and financial data analysis, contributing to streamlined processes. Proven ability to thrive in dynamic environments that encourage innovative solutions and drive results.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Reactivation Advisor & Client Support Executive
Motilal Oswal Financal Services Ltd
05.2024 - 01.2025
- Addressed objections professionally, delivering customized solutions to customer concerns.
- Maintained accurate KYC and compliance records per SEBI and exchange regulations.
- Supported trade execution, portfolio updates, and reporting for equity and derivatives accounts.
- Coordinated efforts among compliance, operations, and research teams to enhance client service.
- Developed Excel-based reports for effective investment tracking and regulatory compliance.
- Cross-sold third-party products including TGS software, Intelligent Advisory Portfolio, SIPs, and PMS of Motilal Oswal.
Education
Bachelor of Commerce -
Lala Lajpat Rai College of Commerce And Economics
05.2024
H.S.C -
Lala Lajpatrai Institute of Management
01.2021
PGDM - FINANCE
Welingkar Institute of Management
Skills
- Trade execution
- Customer relationship management
- Market analysis
- Problem solving
- Service excellence
- Analytical thinking
- Research & Reporting
- Portfolio management
- Excel reporting
Hobbies
- Traveling
- Cricket
Certification
- Securities and Exchange Board of India (SEBI)
- Issued Apr 2025 · Expires Apr 2027Issued Apr 2025 · Expires Apr 2027
- Credential ID NISM20250000181632
Timeline
Reactivation Advisor & Client Support Executive
Motilal Oswal Financal Services Ltd
05.2024 - 01.2025
Bachelor of Commerce -
Lala Lajpat Rai College of Commerce And Economics
H.S.C -
Lala Lajpatrai Institute of Management
PGDM - FINANCE
Welingkar Institute of Management
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