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
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
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