KAVITA RAVINDRANATH KANOUJIYA
Financial Advisor
Chembur
Summary
To utilize my experience as well apply my skills, innovative ideas and knowledge in an esteemed organization that can enable the growth of the organization as well as help me to enhance my professional goals.
Overview
7
7
years of professional experience
2017
2017
years of post-secondary education
2
2
Certifications
Work History
Assistant Manager
Mirae Asset Sharekhan
08.2023 - Current
- Activating inactive clients through future & option
- Generating Revenue through option trading
- Dealing in option market & punching the orders on behalf of clients
- Provide regular update to the clients regarding the market Changes and subsequent changes in the portfolio
- Maintaining Client Relationship and provide them best service
- Profiled and analyzed investment products to develop customized financial strategies for client's financial needs
- Resolving customer inquiries and complaints in an empathetic manner
- Meeting Clients to built trust give them proper knowledge about option trading
Deputy Manager
Kotak securities Ltd.
02.2022 - 08.2023
- Activated inactive client through equity & derivative trading
- Generating revenue through equity intraday trading on daily basis
- To built trust meeting clients and suggesting Investing and start trading
- Selling Small case and abacus for business requirement
- Provided Advisory services to clients regarding investments
- Placed orders in Equities & Mutual Funds on behalf of clients
- Identifying the customer's needs, assessing their Risk Appetite and Providing them investment options
- Provide regular update to the clients regarding the market Changes and subsequent changes in the portfolio
- Strengthening the relation with existing Customers
- Investigated and resolved customer inquiries and complaints in an empathetic manner
Relationship Manager
HDFC Securities Ltd.
02.2018 - 02.2022
- Activated inactive clients in trading platform
- Generating revenue through MTF trading
- Monitored client's investments related to Retail and HNI clients
- Focused on servicing as a dealer in Equity and Derivatives segment
- Profiled and analyzed investment products to develop customized financial strategies for client's financial needs
- Helped clients build good portfolio as per their risk appetite
- Sold financial products including stocks, bonds and mutual funds
- Cross Promoting Company's Third-Party Products
- Placed orders on behalf of clients and assisted them with the query
Education
B.COM -
V.E.S. college of arts, science & commerce
HSC - undefined
Shree Sanatan dharam Vidyalaya& Junior college
SSC - undefined
Holy Cross High School
Skills
- Strong problem-solving capabilities
- Energetic and proactive
- Extremely organized
- Excellent work ethic
- Strong interpersonal skills
- Proficient in Microsoft Office
Certification
NISM series VA: Mutual Fund Distributors Certification.
Personal Information
Date of Birth: 05/30/97
Disclaimer
I the undersigned hereby declare that all the above information mentioned is correct and true to the best of my knowledge., 11/07/24, Kavita Ravindranath Kanoujiya
Timeline
Assistant Manager
Mirae Asset Sharekhan
08.2023 - Current
Deputy Manager
Kotak securities Ltd.
02.2022 - 08.2023
Relationship Manager
HDFC Securities Ltd.
02.2018 - 02.2022
HSC - undefined
Shree Sanatan dharam Vidyalaya& Junior college
SSC - undefined
Holy Cross High School
B.COM -
V.E.S. college of arts, science & commerce
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