MANGESH AHIRE

• Servicing PW clientele & there portfolios & aiming to increased overall AUM with company.
• Servicing Online clients & regularly updating research calls.
• Responsible for creating portfolio with help of research team
• Daily updates related about markets news & punching orders
• Advising clients on their open position
• Ensuring exposure & limits of each mapped account on daily basis
• Prompt response to queries & resolve them by regular follow-up
• Reactivation dormant accounts
• Help investors in becoming independent and professional trader or investor.

Accomplishment

* Generating 7x times business constantly for two quarters .

* Qualified for Thailand trip

* Won many monthly contest drives

Servicing existing high net worth customer & Corporate accounts

• Responsible for creating portfolio with help of research team
• Daily updates related about markets news & punching orders
• Advising clients on their open position
• Regularly update research calls to mapped clients
• Ensuring exposure & limits of each mapped account on daily basis
• Prompt response to queries & resolve them by regular follow-up
• Reactivation dormant accounts
• Help investors in becoming independent and professional trader or investor.
• Executed bilateral trading opportunities to increase revenue

• Interact with clients on daily basis as per respective Country time (NRI clients)
• Responsible for creating portfolio for NRI customers based on research recommendation
• Giving appropriate investment salutations such as Blue-Basket & E-Sip etc..
• Keeping update to every customer about their portfolio & market related news
• Helping new investors to understand market & guiding on right investment options
• Help investors becoming an independent and professional investor
• Maintain accuracy in trade execution
• Making sure customer satisfaction by solving their queries with proper follow-up
• Coordinating internal PIS bank account teams for sales credit & other transactions
• Send research reports to Client and assist them in maintaining portfolio holdings
• Willing to take ownership and responsibility for outstanding issues
• Dormant Client activation
• Prompt response to any customer requests/Query.

Accomplishment

• Qualified for Go-Goa Contest in Jan 2019
• Won I-Phone XR contest for blue-chip & midcap basket.
• Winner for SIP contest J-F-M 2021
• Qualified consistently for incentives since Oct 2018

• Assist clients in finding the suitable trading pattern
• Recommend research stocks & financial products new or existing clients
• Maintain accuracy in trading
• Sell products and services to new and existing customers
• Quick response to any customer queries or information requirement
• Resolve all customer queries at the initial level
• Follow up with prospective clients
• Maintain customer loyalty
• Update customer databases and records
• Take ownership and responsibility for outstanding issues.

Accomplishment

• Qualified for International contest (Vietnam) Dec 2017
• Rewarded for various contest multiple time
• Awarded Employee of the month in July 2016
• Awarded Employee of the month in Dec 2016
• Achieved Targets for the Quarter i.e. for Jan-March 2016
• Achieved Targets for the Quarter i.e. for July – September 2016
• Achieved Target for the Quarter i.e. for Oct- December 2016
• Achieved Target for the Quarter i.e. for Jan- March 2017

• Maintain on-going relationship & update Clients daily market movement
• Review the changes in client's portfolio & financial status
• Execute trades for clients (with prior confirmation)
• Generate revenue through trading
• Educate customers about current market
• Quick response to customer queries and resolves the same on priority basis
• Serve Ultra HNI & HNI clients and customers
• Participate in various contest to enhance the company revenue.

• Communicate with customers in a friendly, prompt and professional manner
• Ensure customer payments & Payouts in time
• Promote customer loyalty
• Initiate positive conversation with potential customers
• Resolve all customer queries at initial level
• Update customer records databases
• Take ownership and responsibility for outstanding issues
• Ensure strict business compliance with organizational policies and procedures
• Establish effective sales support team to facilitate speedy and quick settlement of contracts
• Develop commercial business values to ensure long term sustainable growth of Brokerage sales & revenue.