KIRAN RATHOD
Senior Manager
A-1506, MAHALAXMI BLDG, OVERIPADA, DAHISAR (EAST), MUMBAI,MAHARASTRA
Summary
Results-driven Senior Manager with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations. Performance-driven Senior Manager with more than 10 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
4
4
Languages
6
6
Certificates
14
14
years of professional experience
Work History
Senior Manager (NRI Desk)
KOTAK SECURITIES LTD
09.2023 - Current
- Recommended and implemented successful strategies to maximize revenue.
- Provided exceptional service to clients, fostering strong relationships and repeat business.
- Followed up with customers to offer additional support and check resolution satisfaction.
- Test-drove vehicles to confirm proper operation before delivering to customers.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
Equity Advisor
ICICI SECURITIES LTD
08.2018 - 09.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Deputy Manager
KOTAK SECURITIES LTD
01.2014 - 08.2018
- Helped clients determine investment objectives and planned according to goals.
- Analyzed industry and company trends to develop customized strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Service Executive
Angel Broking Private Limited
05.2012 - 01.2014
- Oversaw equity, IPO, commodity and derivatives trades.
- Maintained relationships with clients long term.
Equity Dealer
GLOBE CAPITAL PVT LTD
08.2010 - 05.2012
- Execute trade on behalf of client to buy and sell financial instruments.
Education
PGDM - Banking, Investment And Insurance
Welingkar Institute of Management
Mumbai 04.2015 - 2017.07
Certified Financial Planner - Financial Planning
Financial Planning Standards Board India
Mumba 06.2011 - 2012.06
Bachelor of Commerce -
Bal-Bharti Collage of Commerce
Mumbai 07.2005 - 2010.05
Skills
Trend analysis expertise Stock market understanding Financial services Investment Management
Certification
Series VII: Securities operations and Risk Management.
Additional Information
Date of Birth: 12th April 1989
Place of Birth: Mumbai
Timeline
Senior Manager (NRI Desk)
KOTAK SECURITIES LTD
09.2023 - Current
Equity Advisor
ICICI SECURITIES LTD
08.2018 - 09.2023
PGDM - Banking, Investment And Insurance
Welingkar Institute of Management
04.2015 - 2017.07
Deputy Manager
KOTAK SECURITIES LTD
01.2014 - 08.2018
Service Executive
Angel Broking Private Limited
05.2012 - 01.2014
Certified Financial Planner - Financial Planning
Financial Planning Standards Board India
06.2011 - 2012.06
Equity Dealer
GLOBE CAPITAL PVT LTD
08.2010 - 05.2012
Bachelor of Commerce -
Bal-Bharti Collage of Commerce
07.2005 - 2010.05