Kalpak Sumant Phadke
Kalyan West
Summary
Dynamic professional with over 15 years of experience in equity trading and customer relationship management. Skilled in market analysis and client retention strategies, consistently achieving revenue targets and fostering strong relationships with HNI clients.
Overview
24
24
years of professional experience
2
2
years of post-secondary education
Work History
Senior Dealer
Reliance Securities Limited
09.2010 - Current
- Advising HNI Clients for equity trading and generating revenue
- Handled day-to-day trading and investment requirements of HNI clients.
- Provided market insights, trade strategies, and research-based recommendations.
- Contributed to achieving revenue and brokerage targets through client acquisition and retention.
Phone Banking Officer
ICICI Bank Ltd.
10.2005 - 05.2008
- Handling customer queries/complaints of HNI Customers pertaining to credit cards.
- Interacting with customer for understanding there complaint’s.
- Providing feedback if any error is identified to the concern department and officers.
- Providing end resolution to the customer’s complaint within the time limit.
- Providing Process improvement idea if any loop hole is identified during analysis of customer’s complaint.
- Co-ordinating with various internal departments to ensure timely resolution of customer’s complaints.
- Conducted sessions to pre-collate the information for new products and processes.
- Analyzing the highest number of issue raised by customer and the resolution and process improvement provided to avoid and to stop such complaints.
Marketing Executive
Chembond Chemicals Limited
01.2004 - 02.2005
- Marketing of Construction Base Chemicals.
- Preparing of Invoices & Ensuring Timely dispatch of Material to relevant parties.
- Providing Valuable Customer feedback to Department which resulted in continous growth of organization.
Temporary Trainee
Datamatics Financial Services
03.2002 - 09.2002
- Solving Customers Queries regarding IDBI Flexi Bonds.
- Renewal of Bonds & dispatch of renewed Bonds.
- Updating details of customer in System.
Education
PGDBA - Finance
Welingkar Institute of Management Development & Research
Matunga, Mumbai 06.2008 - 05.2010
M.Sc. - Inorganic Chemistry
Ismail Yusuf College
Jogeshwari, Mumbai 06.1998 - 05/2000
B.Sc. - Chemistry
D.G.Ruparel College
Matunga, Mumbai 06.1995 - 05/1998
H.S.C. -
Namdar Gokhale Jr. College
Borivali, Mumbai 06.1993 - 03/1995
S.S.C. -
R.C.F. School
Alibag, Mumbai 06.1980 - 03/1993
Skills
- MS-Office
- MS-CIT
- NISM Series 8
Hobbies and Interests
- Playing and watching Cricket
- Listening to music
Languages
- English
- Hindi
- Marathi
Personal Information
Date of Birth: 07/12/77
Languages
Marathi
First Language
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Senior Dealer
Reliance Securities Limited
09.2010 - Current
PGDBA - Finance
Welingkar Institute of Management Development & Research
06.2008 - 05.2010
Phone Banking Officer
ICICI Bank Ltd.
10.2005 - 05.2008
Marketing Executive
Chembond Chemicals Limited
01.2004 - 02.2005
Temporary Trainee
Datamatics Financial Services
03.2002 - 09.2002
M.Sc. - Inorganic Chemistry
Ismail Yusuf College
06.1998 - 05/2000
B.Sc. - Chemistry
D.G.Ruparel College
06.1995 - 05/1998
H.S.C. -
Namdar Gokhale Jr. College
06.1993 - 03/1995
S.S.C. -
R.C.F. School
06.1980 - 03/1993