Summary
Overview
Work history
Education
Skills
Languages
Timeline
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KULDEEP GOHEL

KULDEEP GOHEL

AHMEDABAD,INDIA

Summary

CAREER OBJECTIVE:

I want an opportunity for work that is stable, but in a growing industry with excellent career advancement.


To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

21
21
years of professional experience

Work history

Equity advisor

Motilal Oswal Financial Services Ltd.
Ahmedabad, Gujarat
08.2002 - Current
  • Certificates :
  • NISM Series VIII - Equity Derivatives Certification Examination
  • NISM Series I - Currency Derivatives Certification Examination
  • Bravo Tiger Certificate 11 Times in Sharekhan Ltd
  • Pattaya Contest Winner in Motilaloswal OND2022
  • Delivered high-quality consulting, supporting clients to meet and exceed short- and medium-term financial goals.
  • Researched and identified new markets and potential clients for increased revenue.
  • Improved existing client relationships to increase total assets.

AUTHORISED PERSON

SHAREKHAN LTD.
Ahmedabad, INDIA
03.2016 - 07.2022
  • Optimized daily operations and dealing of client's trading to achieve maximum revenue.
  • Promoted company products and services on social media to increase brand awareness.
  • Applied customer feedback to inform business strategy and foster continued loyalty.
  • Developed and executed comprehensive business strategy, aligning organizational goals with market opportunities and competitive landscape.

Relationship manager

Tradebulls Securities (P) Ltd
Ahmedabad, INDIA
11.2014 - 12.2015
  • Managed long-term customer relationships to increase revenue.
  • Identified and developed new business opportunities, expanding existing client bases.
  • Assessed client asset portfolios to maximize return on investment.
  • Researched financial products thoroughly to provide thorough, reliable client guidance.
  • Maintained up-to-date knowledge of legislation and policy changes.
  • Sourced new business through strategic networking to maximise investment opportunities.

BRANCH SALES OFFICER

HDFC BANK LTD
Ahmedabad, INDIA
05.2014 - 10.2014
  • Identified new leads through data mining and tele sales to meet set targets.
  • Reviewed and improved sales performance to routinely meet or exceed targets.
  • Tracked sales and order information by navigating internal computer system.
  • Performed sales visits to take strategic action on new business leads.
  • Opened customer accounts and provided smooth onboarding services.
  • Recommended loan approvals and denials based on customer credit worthiness.
  • Supported compliance with strict adherence to Bank Secrecy Act, Anti Money Laundering and OFAC regulations.

Relationship officer

VENTURA SECURITIES LTD
Ahmedabad, INDIA
12.2013 - 03.2014
  • Educated customers about company products, services and special offers.
  • Maintained detailed knowledge of company offerings to recommend appropriate products to clients.
  • Kept records of all contact with clients using CRM system.
  • Kept track of current and potential clients needs to recommend new applicable products and services.

Territory sales executive

Super-Max Personal Care Pvt. Ltd
Ahmedabad, India
07.2012 - 08.2013
  • Maintained contact with customers throughout sales and pre-delivery process.
  • Qualified prospects to determine future sales possibilities and improve conversion efforts.
  • Built long-term relationships with customers and generated referrals from existing clients.
  • Fostered positive relationships with customers to enhance loyalty and retention.

Education

Master of Business Administration - Marketing & Banking and Finance

V.M. PATEL INSTITUTE OF MANAGEMENT
INDIA

Bachelor's degree - B.COM

P.G. PATEL COMMERCE COLLEGE
Ahmedabad

Skills

  • Investment strategies
  • Customer profiling techniques
  • Risk and management consulting
  • Retirement planning strategies
  • Stock market understanding
  • Business development
  • Mutual funds and liabilities
  • Savings accounts
  • Investment advice
  • Financial planning
  • Trend analysis expertise
  • Retirement needs
  • Investment planning
  • Mutual funds

Languages

Gujarati
Native
Hindi
Fluent
English
Fluent

Timeline

AUTHORISED PERSON

SHAREKHAN LTD.
03.2016 - 07.2022

Relationship manager

Tradebulls Securities (P) Ltd
11.2014 - 12.2015

BRANCH SALES OFFICER

HDFC BANK LTD
05.2014 - 10.2014

Relationship officer

VENTURA SECURITIES LTD
12.2013 - 03.2014

Territory sales executive

Super-Max Personal Care Pvt. Ltd
07.2012 - 08.2013

Equity advisor

Motilal Oswal Financial Services Ltd.
08.2002 - Current

Master of Business Administration - Marketing & Banking and Finance

V.M. PATEL INSTITUTE OF MANAGEMENT

Bachelor's degree - B.COM

P.G. PATEL COMMERCE COLLEGE

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KULDEEP GOHEL