KAMALDEO SHARMA
Ghaziabad
Summary
Seasoned Deputy Manager at Kotak Securities with extensive experience in equity analysis and client relationship development. Successfully managed a diverse portfolio of over 1,500 clients, optimizing investment strategies and implementing effective cross-selling initiatives. Proficient in portfolio diversification, market trend analysis, and financial product optimization while fostering strong client connections. Recognized for exceptional leadership, communication skills, and a commitment to delivering outstanding customer service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Kotak Securities
Noida
01.2024 - Current
- Managed portfolio of over 1,500 clients by guiding daily equity market investment decisions.
- Coordinated investment strategies and market analysis to optimize client portfolios.
- Executed tailored cross-selling strategies to meet specific client requirements.
- Prepared and distributed comprehensive market analysis documents for informed decision-making.
- Enhanced service delivery and satisfaction through proactive management of client relationships.
DIGITAL RELATIONSHIP MANAGER
HDFC SECURITIES
01.2022 - 01.2024
- Oversaw client base of 2,000, delivering expertise in securities products like mutual funds.
- Analyzed market trends with Research team, resulting in new product development initiatives.
- Managed client relationships through tailored communication and targeted engagement strategies.
- Assisted clients with account inquiries while providing relevant product information.
Relationship Officer
SBI CAPITAL SECURITIES
01.2020 - 06.2020
- Facilitated connections between bank services and clients to enhance customer experience.
- Assisted clients in selecting appropriate financial products based on specific needs.
- Guided clients through Demat account openings and trading processes.
- Cultivated robust client relationships through effective communication and tailored service.
Education
MBA - Finance & Marketing Management
Lovely Professional University
Punjab12-2023
B.A - Programme
Delhi University
Delhi01.2019
12TH - C.B.S.E
Sahil Public School
01.2016
Skills
- Equity Analysis
- Short-Term Investment Strategies
- Portfolio Diversification with Mutual Funds
- Client Relationship Development
Certification
- NISM Series 8, 02/01/23, Cleared the equity and derivatives exam mandatory for the dealers.
- NISM Series 5A, 11/01/22, Cleared the mutual funds distributor exam.
- IRDA SP Certificate, 05/01/22, Cleared the corporate agent license exam conducted by IRDA.
Languages
- English
- Hindi
Areas Of Interest
- Technology
- Reading
- Writing
- Photography
Extracurricular Activities
- taken part and successfully managed to in various financial awareness sessions organized by Kotak Securities team like Kona Kona investor initiatives
- participated in various sessions about mindfulness by Happitude Global
- Actively participating in financial quizzes held by BSE and NSE, India
Timeline
Kotak Securities
01.2024 - Current
DIGITAL RELATIONSHIP MANAGER
HDFC SECURITIES
01.2022 - 01.2024
Relationship Officer
SBI CAPITAL SECURITIES
01.2020 - 06.2020
MBA - Finance & Marketing Management
Lovely Professional University
B.A - Programme
Delhi University
12TH - C.B.S.E
Sahil Public School
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