Hitesh
Nilokheri
Summary
Dynamic professional with extensive experience at Kotak Securities Ltd, excelling in client acquisition and market reporting. Proven track record in regulatory compliance and financial analysis, coupled with strong negotiation and communication skills. Adept at driving sales strategies that enhance customer relationships and deliver impactful results in the financial sector.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager
Kotak Securities Ltd
Ambala
08.2024 - Current
- Client Acquisition
- Sell Third Part Product
- Market Updates & Reporting
- Compliance & Ethics
- Financial Market Knowledge:
Branch Dealer
Kotak Securities Ltd
Ambala
08.2017 - 08.2024
Skills
- Client acquisition
- Market reporting
- Regulatory compliance
- Financial analysis
- Sales strategy
- Customer relationship management
- Negotiation skills
- Effective communication
Languages
Hindi
First Language
English
Beginner (A1)
A1
Certification
- NISM VIII DERIVATIVES CERTIFICATION EXAM
- NISM VI MUTUAL FUND EXAM
- IRDA EXAM
Accomplishments
- 2020-21 MD AWARD WINNER
- SIX TIME R&R 2024-25 QUALIFIED
Timeline
Manager
Kotak Securities Ltd
08.2024 - Current
Branch Dealer
Kotak Securities Ltd
08.2017 - 08.2024
Similar Profiles
Ankita BhaleraoAnkita Bhalerao
Deputy Manager – Escalation at Kotak Securities LtdDeputy Manager – Escalation at Kotak Securities Ltd
Deepa MadhushriDeepa Madhushri
NA at Kotak Securities LtdNA at Kotak Securities Ltd
Yash KatariaYash Kataria
Senior Manager, Treasury at Kotak Securities LtdSenior Manager, Treasury at Kotak Securities Ltd
Mahendra DaphaleMahendra Daphale
Project Release Manager at Kotak Neo App - Kotak SecuritiesProject Release Manager at Kotak Neo App - Kotak Securities