Hi, I’m
Harshit Sur
Vadodara
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Hardworking and motivated Finance Professional with more then 16 years of experience and record of success in Financial investment & trading industry. Solid history in balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
17
years of professional experience
1
Certification
3
Languages
Work History
india international bullion exchange ifsc ltd.GIFT City – Gandhinagar
Manager – Trading Operations / Membership & Regulatory
12.2023 - Current
Job overview
- Managing day to day trading operations activities including EOD & BOD
- Testing new product launches and other updates on simulation
- Helping team for conducting mock trading on IIBX trading platform
- Issuing AD Letters to clients for buying Gold & Silver through IIBX
- Documentation of new clients for enrolling for Qualified Jewelers, Qualified Suppliers, India TRQ holders, Trading Members & Clearing Members
- Issuing circulars for new updates and guidelines on IIBX website
- Making clients comply with IFSCA rules & regulations.
Sharekhan Ltd.Vadodara
API Algo Business Development Manager
01.2023 - 11.2023
Job overview
- Responsible to drive API Algo trading in 6 branches of Gujarat Cluster
- Managing team of 30 relationship Managers to increase client participation for Algo trading, which includes training of RMs, helping them with closures, meeting with HNI customers personally or by virtually
- Helping Branch Managers to increase trading volumes in F&O segment and increase market share by giving brokerage deals & customized service to HNI traders.
Sharekhan Ltd.Vadodara
Advisory Manager
09.2011 - 01.2023
Job overview
- To manage Dealing team of the branch
- Managing Financial Portfolios of more than 2000 clients Advising for trading and investment in capital market, commodity & Currency market Responsible for meeting team targets of client Acquisition and cross selling of other products Manage Coordination between sales team and dealing team Mutual Fund, SIP, Corporate deposits and other wealth products like PMS etc
- Maintaining daily MIS Assist BM in Branch Reviews To organize seminars for customer education & investor awareness Also looking after addition of new business partners
- To participate in various trade fairs & business fairs with team members for lead generation, advertisement and brand building.
Sharekhan LtdVadodara
Relationship Manager
04.2009 - 09.2011
Job overview
- Managing financial portfolios of more than 200 clients Trading & Investment in Equity, Derivative, Commodities & Currency Segments Service HNI clients of the branch and cater to their customized needs, by selling Sharekhan products.
Sharekhan Ltd.Manjalpur, Vadodara
Dealer
09.2007 - 04.2009
Job overview
- Responsible for opening new accounts, Activation of inactive accounts Dealing in equity and derivative segments, selling of Sharekhan products like PMS, Advisory products, cross-selling of mutual fund, sip & insurance Solve all service-related issues.
Education
ICFAI University
MASTER OF BUSINESS ADMINISTRATION from Finance
04.2008
M. S. University
Bachelor of Commerce
04.2004
Skills
- Ability to conceptualize, plan and implement strategies for business development
- Leading team from front end for meeting deadlines
- Maintaining Customer relationships with retail, HNI & Corporate customers
- Good at MS Office, Email etiquettes and internet research
- Good communication skills- verbal and written
- Conducting Seminar offline and online
Certification
NISM certification for Equity, Commodity, Currency & Mutual Funds.
Accomplishments
- Winner of contest for mutual fund. Won International trip to KL, Malaysia in July 2023.
- Winner of contest for Generating highest cash ADTO in April 2019. Won International trip to Istanbul, Turkey.
- Winner of Best RM in 2016 for retention of highest revenue from old customers.
- Winner of Best RM in 2014 for collecting highest mutual fund in Gujarat cluster.
Timeline
Manager – Trading Operations / Membership & Regulatory
india international bullion exchange ifsc ltd.
12.2023 - Current
API Algo Business Development Manager
Sharekhan Ltd.
01.2023 - 11.2023
Advisory Manager
Sharekhan Ltd.
09.2011 - 01.2023
Relationship Manager
Sharekhan Ltd
04.2009 - 09.2011
Dealer
Sharekhan Ltd.
09.2007 - 04.2009
ICFAI University
MASTER OF BUSINESS ADMINISTRATION from Finance
M. S. University
Bachelor of Commerce
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse