Summary
Overview
Work History
Education
Skills
Websites
Certifications and Awards
Projects
Timeline
Generic

Dilip Pandey

Pune

Summary

Results-oriented Equity Advisor with over 9 years of extensive experience in capital markets, specializing in equity advisory services and relationship management. Proven ability to analyze market trends and provide strategic insights that drive client engagement and investment success. Exceptional skills in derivatives market research and a track record of consistently enhancing client satisfaction and retention.

Overview

11
11
years of professional experience

Work History

Senior Equity Relationship Manager

ICICI Securities
Pune
01.2019 - Current
  • Spearheaded equity advisory initiatives, leading to increase in client retention through enhanced service delivery and relationship management
  • Conducted comprehensive market research and analysis on equities, providing clients with informed recommendations and strategies aligned with current market dynamics
  • Collaborated with cross-functional teams to develop tailored investment plans, resulting in increase in client retention off high-net-worth clients.

Equity Deputy Manager

Kotak Securities
Pune
01.2016 - 01.2019
  • Managed a diverse portfolio of equity clients, ensuring compliance with regulatory standards and providing strategic investment advice
  • Developed and implemented customized financial plans based on client needs, leading to a significant improvement in client satisfaction ratings
  • Coordinated training sessions for junior staff on equity sectoral updates and market trends, contributing to a knowledgeable team environment.

Relationship Manager

Angel Broking
Pune
01.2014 - 01.2016
  • Established and nurtured strong client relationships, leading to a substantial increase in the customer base
  • Delivered training and support to clients on the use of trading platforms and services, enhancing user experience and client engagement
  • Assisted in the execution of trades and provided market insight, aiding clients in informed decision-making processes.

Education

01.2024

Master of Business Administration (MBA) - Finance

Pune University
05.2017

Bachelor of Business Administration (BBA) - Finance

Pune University
05.2014

Skills

  • Capital Market Expertise
  • Equities and Derivatives Market Analysis
  • Market Research and Trend Analysis
  • Client Relationship Management
  • Strategic Equity Advisory
  • Financial Reporting and Analysis
  • Communication and Presentation Skills
  • Problem Solving and Decision Making

Websites

Certifications and Awards

  • NISM Certification in Capital Markets
  • NISM Certification in Derivatives
  • NISM Certification in Commodities
  • NISM Certification in Currency
  • NISM Certification in Mutual Funds
  • Shining star award winner for three quarters in Kotak Securities.
  • Top Advisor award in ICICI Securities in various contests.

Projects

Equity Advisory Role Client Service, Led a dedicated client service project aimed at enhancing the equity advisory experience for clients by implementing feedback-driven improvements., Gathering client insights, conducting market research, and formulating tailored strategies, resulting in improved engagement metrics and increased advisory revenue.

Timeline

Senior Equity Relationship Manager

ICICI Securities
01.2019 - Current

Equity Deputy Manager

Kotak Securities
01.2016 - 01.2019

Relationship Manager

Angel Broking
01.2014 - 01.2016

Master of Business Administration (MBA) - Finance

Pune University

Bachelor of Business Administration (BBA) - Finance

Pune University

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Dilip Pandey