Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
Software
Certification
Interests
MBA Projects
Timeline
Generic

Kunal Vipin Shah

Analyst
Bangalore

Summary

To make the optimum use of my strength and capabilities. To get the best result and to contribute the maximum share in the journey of success of the organization.

Overview

14
14
years of professional experience
5
5
Certifications
3
3
Languages

Work History

Stock Market Analyst (Technical Analyst)

Business Development Executive

DreamGains Financials India Pvt. Ltd
  • Was handling an individual telephonic sale (B2C)
  • Converting lead i.e
  • Offering two days of Free service (trial) and after that convincing the customer to take the paid services
  • Responsibilities as and BDE was to meet monthly sales target
  • As Junior Technical Analyst (Finance) was handling HNI customers and generating tips i.e
  • Suggestions on products for stock market (Stock Cash, Stock Future
  • Nifty Future, Aggressive pack, BTST STBT)
  • Advising when to buy and sell the stocks
  • Responsibilities as an Junior Technical Analyst was to meet the monthly profit target for HNI customers and maintain an 80% to 85% of accuracy on the tips generated
  • Also as an Junior Technical Analyst preparing 3 reports in a day
  • Morning 1 report i.e
  • Morning Dew and evening 2 reports Daily Market Wrap and Nifty Wrap
  • Preparing Performance sheet and HNI performance sheet in excel sheet of the company for all the products which company provides, then uploading it on the website for the customers.

Senior Technical Analyst, Director & Principal officer

DREAMGAINS FINANCIAL INDIA PVT. LTD
05.2016 - Current

Senior Technical Analyst

DreamGains Financials India Pvt. Ltd
07.2016 - 09.2016
  • Currently generating tips i.e
  • Suggestions on products for stock market (Stock Cash Exclusive, Stock Future Exclusive, Options Exclusive, Stock Future Ultra, Options Ultra, , BTST STBT)
  • Advising when to buy and sell the stocks
  • Responsibilities as an Junior Technical Analyst was to meet the monthly profit target for above products and maintain an 80% to 85% of accuracy on the tips generated
  • Maintaining various Research Reports (which contains weekly profit and accuracy updates)
  • Morning report, market commentary updates
  • Preparing Performance sheet of the products I am handling in excel sheet of the company
  • Handling Team of 5 Research members
  • I possess good communication skills
  • Good organizational and time-management skills
  • I have experience and knowledge of Stock Market
  • Experience and knowledge in MS Excel and good accounting skills
  • I have experience and knowledge of MS Word, MS Power point, MS Excel and Tally 6.3
  • Have skills to match the needs of clients with the help of technical analysis
  • Exceptional collaborator & able to build a bridge between company and customers interests
  • Able to analyze the classical and modern chart patterns
  • Moving Averages and use of various technical indicators like RSI, STOCHASTICS, MACD
  • Use of Technical Analysis software like Quotecenter, Ticker Plant, TradingView and Tradetiger
  • Participated in school program organized by NIIT
  • Secured 2nd Rank in type writing in Jamnagar district in S.S.C.d Rank in volley ball game in school inter-house competition
  • Successfully cleared BSE Certification in Financial Markets (BCFM)
  • Awarded Best sales person in the month of August 2011
  • Awarded Best Research Analyst in the month of August 2011
  • Awarded for Superior Customer Service in the month of October 2012
  • Awarded the best Performer Research for the month of, , October 2016, November 2016 & December 2016
  • Successfully cleared NISM Investment Advisor Level 1, Level 2
  • (2016, 2019 & 2022)
  • Successfully cleared NISM Research Analyst
  • (2017, 2020 & 2023)

Senior Technical Analyst

ReturnMantra Financials Solutions
02.2013 - 04.2016
  • Finance) was handling HNI customers and generating tips i.e
  • Suggestions on products for stock market (Stock Cash, Stock Future
  • Nifty Future, Currency Future, MCX i.e
  • Multi Commodity Exchange)
  • Advising when to buy and sell the stocks
  • Responsibilities as an Senior Technical Analyst meet the monthly profit target for HNI customers and maintain an 80% to 85% of accuracy on the tips generated
  • Also as a Senior Technical Analyst conducted interviews for the post of Junior Technical Analyst and give training once they are on board
  • Generating Leads for the sales team, making promotional offers for the customers (discount offers).Preparing Performance sheet and HNI performance sheet in excel sheet of the company for all the products which company provides, then uploading it on the website for the customers

Junior Technical Analyst and BDE

DREAMGAINS FINANCIAL INDIA PVT. LTD
10.2009 - 12.2012

Education

Master of Business Administration - Finance

Jain Group of Institutions
Bangalore
04.2001 -

Masters Of Business Administration - Finance

Dayananda Sagar Institution (VTU)
Bangalore

Bachelors Of Commerce -

Som-Lalit College of Commerce Gujarat University

H.S.C (Class 12) -

Shri L.G.Haria High School, Secondary And Higher Secondary Education

SSC (10th Class) -

Shri L.G.Haria High School, Secondary And Higher Secondary Education Board

Skills

PROFESSIONAL SKILLSundefined

Additional Information

  • ACHIEVEMENTS & AWARDS ACADEMIC PROJECTS AND SEMINAR: WEAKNESS: STRENGTHS: PERSONAL DETAILS: DECLARATION:

Accomplishments

  • Supervised team of 5 staff members.
  • Maintaining 80% accuracy on recommendations given to clients.

Software

Quotecenter

Ticker plant

TradingView

Tradetiger

Certification

BSE CERTIFICATION IN FINANCIAL MARKETS (BCFM)

Interests

I am passionate about trading and technical analysis

Playing cricket

Listening music

Training employees

I am obsessed with MS excel

MBA Projects

1) Business Research Organizational Survey at Benaka Clothing private limited, Bangalore.

2) Organizational Study Work at Jhaveri Securities Private Limited, Gujarat.

3) A study on performance Analysis of the Financial Statement at Benaka Clothing private Limited, Bangalore.

4) A comparative study on performance evaluation of selected Nifty 50 companies in consideration with benchmark index.

5) One day marketing jobs in TATA INDICOM, KURKURE, SAMSUNG INDIA and TIME Institute.

Timeline

NISM Research Analyst

08-2023

NISM Investment Advisor X -B level 2

07-2022

NISM Investment Advisor X-A level 1

05-2022

Senior Technical Analyst

DreamGains Financials India Pvt. Ltd
07.2016 - 09.2016

Senior Technical Analyst, Director & Principal officer

DREAMGAINS FINANCIAL INDIA PVT. LTD
05.2016 - Current

Senior Technical Analyst

ReturnMantra Financials Solutions
02.2013 - 04.2016

Junior Technical Analyst and BDE

DREAMGAINS FINANCIAL INDIA PVT. LTD
10.2009 - 12.2012

Dale Carnegie Generation. Next programme

09-2008

BSE CERTIFICATION IN FINANCIAL MARKETS (BCFM)

01-2006

Master of Business Administration - Finance

Jain Group of Institutions
04.2001 -

Stock Market Analyst (Technical Analyst)

Business Development Executive

DreamGains Financials India Pvt. Ltd

Masters Of Business Administration - Finance

Dayananda Sagar Institution (VTU)

Bachelors Of Commerce -

Som-Lalit College of Commerce Gujarat University

H.S.C (Class 12) -

Shri L.G.Haria High School, Secondary And Higher Secondary Education

SSC (10th Class) -

Shri L.G.Haria High School, Secondary And Higher Secondary Education Board

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