Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kuldip More

Summary

I am an organized and dependable candidate good at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
4
4
Certifications

Work History

PCG HNI Advisor

Motilal Oswal Financial Services ltd
Prabhadevi, Mumbai
09.2022 - 04.2023


  • Worked as an advisor to private HNI clients at Motilal Oswal financial services
  • The role was to advise clients on various financial products including Equity, Derivatives, PMS, AIF, Mutual Funds, Insurance, etc
  • The primary role was to trade and invest client's money as per their risk appetite in equity and derivatives
  • Managed an AUM of around INR 16 crore

Search Engine Evaluator

Telus International
Remote (work from home)
06.2017 - 08.2022


  • Evaluation of various Google search products including, Google Search, YouTube, Google Assistant, Google Maps

Education

Investment Operations Certificate - Investment Banking Operations

Chartered Institute For Securities And Investments
02.2023 - Current

Bachelor of Commerce -

Mumbai University
Mumbai
06.2017 - 2020.10

HSC (XII) - Commerce

Maharshi Dayanand College, Parel
Mumbai
06.2015 - 2017.05

Skills

    Financial analysis

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Certification

International Introduction to Securities and Investment, CISI, UK

Timeline

International Introduction to Securities and Investment, CISI, UK

03-2023

Investment Operations Certificate - Investment Banking Operations

Chartered Institute For Securities And Investments
02.2023 - Current

NISM Series I Currency Derivatives, NISM

11-2022

NISM Mutual Fund Distributors, NISM

10-2022

NISM Series VIII Equity Derivatives, NISM

09-2022

PCG HNI Advisor

Motilal Oswal Financial Services ltd
09.2022 - 04.2023

Bachelor of Commerce -

Mumbai University
06.2017 - 2020.10

Search Engine Evaluator

Telus International
06.2017 - 08.2022

HSC (XII) - Commerce

Maharshi Dayanand College, Parel
06.2015 - 2017.05
Kuldip More