Gopa Goswami
Kolkata
Summary
Experienced financial professional with a proven track record in stock brokerage, financial advising, mutual fund. Bringing over 5 years of experience worked with leading broking firms. Has a strong understanding of financial markets, investment strategies, and client relationship management. Expertise lies in providing personalized financial advice, building robust investment portfolios, and delivering exceptional results. Passionate about delivering value-driven investment strategies and financial growth. Ability to identify new business opportunities and develop strategic partnerships consistently drives revenue growth.Skilled in equity trading, portfolio management, and client servicing.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Securities
Kolkata
04.2024 - Current
- Company Overview: Prominent financial services and team management.
- Actively drove revenue generation through strategic cross-selling of mutual funds, insurance products, brokerage services, and other investment plans tailored to customer needs.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
Assistant Manager
HDFC Securities
Kolkata
01.2023 - 04.2024
- Assisted customers in executing trades, providing guidance on brokerage accounts, and mutual fund investment opportunities to meet their financial goals.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Demonstrated a deep understanding of financial products, keeping up to date with market trends and industry regulations to advise clients accurately.
- Focuses on mutual funds and investment advice.
Senior Executive
Angel One
Kolkata
02.2020 - 01.2023
- Handled client relationship management.
- Executed financial strategies for clients.
- Cross-sell mutual fund and insurance.
- Developed strong relationships with customers through friendly interactions and problem-solving abilities.
Executive
PlatinumOne Business Services Limited
Kolkata
09.2019 - 01.2020
- Company Overview: Provider of business solutions.
- Supported clients in financial services.
- Engaged in sales activities.
- Provider of business solutions.
Education
Bachelor of Arts -
UNIVERSITY OF CALCUTTA
KOLKATA01-2019
HIGHER SECONDARY -
BDMI
KOLKATA01-2015
Skills
- Portfolio management
- Financial analysis
- Investment strategies
- B2C
- Communication
- Client relationship management
Certification
- NISM VA
- NISM VIII
- AMFI
- IRDA
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Deputy Manager
HDFC Securities
04.2024 - Current
Assistant Manager
HDFC Securities
01.2023 - 04.2024
Senior Executive
Angel One
02.2020 - 01.2023
Executive
PlatinumOne Business Services Limited
09.2019 - 01.2020
Bachelor of Arts -
UNIVERSITY OF CALCUTTA
HIGHER SECONDARY -
BDMI
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