KIRAN GOVALKAR
Mumbai
Summary
Adaptable and resourceful professional with extensive experience in trading operations and financial product knowledge. Hardworking and motivated professional with several years of experience and record of success in industry. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
6
6
years of professional experience
Work History
Deupty Manager- Dealing
Kotak Securities LTD.
MUMBAI
05.2024 - Current
- Managed daily trading operations in Equity & Derivatives, ensuring compliance with company policies and regulations.
- Facilitated clients meetings to communicate updates, build relationships & trust.
- Providing guidance on regulatory requirements related to trading operations.
Sr. Relationship Manager- Dealing
RELIGARE BROKING LTD
MUMBAI
03.2023 - 04.2024
- Managed daily trading operations in Equity & Derivatives and cross selling of financial products- Mutual Funds, Insurance, Bonds, PMS, Etc.
- Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
- Facilitated regular meetings to address client needs and gather feedback.
Business Support Executive
GEOJIT FINANCIAL SERVICES LTD
MUMBAI
12.2021 - 11.2022
- Coordinated office activities and procedures to enhance operational efficiency.
- Provided administrative support to the senior management team.
- Cross selling of financial products, acquiring new trading & demat accounts and Equity advice.
Relationship Manager
KUMARS FINANCIAL SERVICES
MUMBAI
07.2019 - 11.2021
- Analyzed financial needs and recommended appropriate products and services.
- Managed client relationships to ensure satisfaction and retention.
- Conducted regular follow-ups with clients to address concerns and feedback.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Education
BMS-Finance - Bachelor of Management Studies-Finance
Sathaye College
Vile Parle, Mumbai 10-2020
Bachelor of Commerce - Commerce
M. L. Dahanukar College
Vile Parle, Mumbai 03-2017
Primary School - Primary School
Saraswati Vidya Mandir
Mumbai03-2015
Skills
- Regulatory compliance
- Client relationship management
- Financial product knowledge
- Presentations and reporting
- Team leadership
- Effective communication
NISM Certifications
- Equity and Derivatives Certificate Examination
Timeline
Deupty Manager- Dealing
Kotak Securities LTD.
05.2024 - Current
Sr. Relationship Manager- Dealing
RELIGARE BROKING LTD
03.2023 - 04.2024
Business Support Executive
GEOJIT FINANCIAL SERVICES LTD
12.2021 - 11.2022
Relationship Manager
KUMARS FINANCIAL SERVICES
07.2019 - 11.2021
BMS-Finance - Bachelor of Management Studies-Finance
Sathaye College
Bachelor of Commerce - Commerce
M. L. Dahanukar College
Primary School - Primary School
Saraswati Vidya Mandir
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