Harshit Patadiya
Rajkot
Summary
Proven Relationship Executive with a solid track record at KIKANI CONSULTANCY PVT. LTD., specializing in risk management and client relations. Demonstrates exceptional communication skills and a reliable team player attitude. Expert in managing wealth portfolios and ensuring customer satisfaction, significantly enhancing client retention and trading efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Executive
KIKANI CONSULTANCY PVT. LTD.
Rajkot
06.2024 - Current
- Handling, dealing with clients, and back office.
- Manage client trading, margin shortfall.
- Manage clients' calls and emails regarding RMS expiry position follow-ups.
Risk Management & Surveillance
MARKETHUB STOCK BROKING PVT LTD
Rajkot
01.2023 - 01.2024
- Handling Dealing Of clients & Back Office
- Manage Client Trading Margin Shortfall
- Manage Clients Calls & Mails Regarding RMS Expiry Position Follow-ups
Relationship Executive
SKSE SECURITIES PVT LTD
Rajkot
01.2022 - 01.2023
- Handling, Dealing with Clients, and Back Office Work.
- Manage Client Trading Margin Shortfall.
- Manage client's calls and emails regarding RMS expiry position follow-ups.
- Commodity Dealing.
Relationship Executive
ANS Pvt. Ltd. ( H.O )
Rajkot
01.2017 - 01.2021
- Handling, Dealing with Clients, and Back Office Work.
- Manage Client Trading and Margin Shortfall, Billing Management.
Education
HIGHER SECONDARY CERTIFICATE -
Rajkot03.2015
Skills
- Highly responsible and reliable
- Ability to work in a team
- Risk Management Abilities
- Customer Services
- Wealth management portfolios
- Communication skills
Languages
- Gujarati
- English
- Hindi
Personal Information
- Date of Birth: 04/27/96
- Nationality: Indian
Certification
- NISM SERIES VIII : EQUITY AND DERIVATIVES
Timeline
Relationship Executive
KIKANI CONSULTANCY PVT. LTD.
06.2024 - Current
Risk Management & Surveillance
MARKETHUB STOCK BROKING PVT LTD
01.2023 - 01.2024
Relationship Executive
SKSE SECURITIES PVT LTD
01.2022 - 01.2023
Relationship Executive
ANS Pvt. Ltd. ( H.O )
01.2017 - 01.2021
HIGHER SECONDARY CERTIFICATE -
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