Likhin DC
Bangalore
Summary
Looking forward for a challenging assignment and responsibility with an opportunity for growth and career advancement. To succeed in an environment of growth, excellence and earn a job which provides me satisfaction, self development and help me achieve personal as well as organization goals.
Overview
5
5
years of professional experience
Work History
Assistant Manager
Motilal Oswal Financial Services Group
Bangalore
05.2023 - Current
- Handle phone calls regarding complaints and questions about orders or further escalation’s regarding services or products
- Creating reports, analysing interpreting and presenting data, Helping with Monitoring and tracking operating costs, budgets and resources
- Advising clients on financial products like Equities, Commodities, Derivatives, Mutual Fund, Currency, Initial public offering (IPO), Loans, Insurance, and PMS(Portfolio Management services)
- Research and review daily market conditions in the condition in the investment market including Equities, mutual fund, Derivatives, Commodities, & Fixed Income markets etc
- Prepares insurance proposals and reviewing, authorizing and recommending loans for approval. Will offer them a personal or commercial loan.
- Executes and processes trade transactions, ensuring compliance with the organization regulatory policies, procedures and standards
Executive Sales -investment
Sharekhan Ltd by bnp Paribas
Bangalore
07.2018 - 04.2023
- Working as executive for advising relevant financial products to a wide range of clients as a team member
- Providing accurate investment advice to clients, Managing them portfolio, and relevant customer administration records
- Have a consistent performer and received various performance awards and recognition by the leadership team
Education
Bachelor of Commerce - Accounting And Finance
Gnanadhare First Grade College Mysore University
Hassan06-2016
Higher Secondary-12th Standard - Commerce
Sri Basaveshwara College, Mysore University
Alur, Hassan05-2013
Secondary School Leaving Certificate -
Govt High School Mysore University
Alur, Hassan04-2011
Skills
- Good understanding of capital market with excellent Financial skills
- A solid understanding of Financial statement and trading settlement
- Analytical / Problem solving skills
- Knowledge of end to end Trade Life cycle and equities, derivatives, Fixed income securities markets, loans and Insurance etc
- Decision making and customer relationship and interpersonal
Certifications
- NISM - Series -VIII -Equity and Derivatives Certification
Timeline
Assistant Manager
Motilal Oswal Financial Services Group
05.2023 - Current
Executive Sales -investment
Sharekhan Ltd by bnp Paribas
07.2018 - 04.2023
Bachelor of Commerce - Accounting And Finance
Gnanadhare First Grade College Mysore University
Higher Secondary-12th Standard - Commerce
Sri Basaveshwara College, Mysore University
Secondary School Leaving Certificate -
Govt High School Mysore University
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