Manish Bhalla
EQUITY SPECIALIST
Delhi
Summary
Dynamic Equity Specialist with a proven track record at ICICI Securities, excelling in trading strategies and portfolio management. Enhanced efficiency through automated systems, consistently surpassing performance benchmarks. Strong relationship-building skills fostered client trust, driving long-term partnerships and revenue growth. Adept in quantitative analysis, ensuring alignment with clients' objectives.
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Equity Specialist
ICICI Securities
Delhi
12.2022 - Current
- Ensuring maximum client meetings and convincing them of our best proposition leading to Demat transfer from the competition.
- Onboarding the client with a full demonstration of the ICICI platform and understanding the needs of the customer.
- Monitored ongoing risk management efforts to ensure alignment with clients'' long-term objectives and risk tolerance levels.
- Increased efficiency of portfolio rebalancing process by developing automated tracking systems for asset allocation targets.
- Maintained current knowledge of relevant industry news, regulations, and policy changes affecting equities markets.
- Enhanced client portfolio performance by conducting thorough equity research and analysis.
- Generated detailed reports showcasing past performance metrics as well as future projections based on comprehensive valuation models.
- Collaborated with team members to develop consistent investment recommendations based on comprehensive market research.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Branch Manager
Kotak Securities
Delhi
07.2014 - 12.2022
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Supported the development of firm-wide equity investment strategies by contributing thorough market research and sector analysis.
- Assisted in new client acquisition by presenting the firm''s expertise in equity management during sales pitches and consultations.
Senior Sales Manager
PROPERTY PARADISE INFRATECH PVT LTD
Noida
12.2012 - 01.2014
- The client site visit was the prime objective, which led to a higher selling ratio.
- Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
- Understanding the needs and requirements of the customer and accordingly suggesting him the best suitable options.
- Developed a high-performing sales team through targeted recruitment, comprehensive training, and ongoing mentorship.
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
Sales Manager
Investors Clinic
Noida
10.2011 - 11.2012
- Ensuring maximum calling from team members and daily fixing of site visits.
- Understanding the basic requirements of the client, and accordingly suggesting the best suitable options for investments.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Executive Sales Manager
Mahindra Holidays
Delhi
06.2009 - 07.2010
- Built a strong referral network through exceptional service delivery, resulting in a consistent flow of new leads from satisfied clients.
- Championed corporate social responsibility initiatives within the organization to improve brand reputation and forge stronger community ties.
- Organized and participated in trade shows and events to generate brand awareness and network with potential customers.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
Education
BBA - BBA
JIMS
DELHI 04.2001 -
Intermediate
DAV PUBLIC SCHOOL
DELHI 04.2001 -
Matriculation
HARVARD PUBLIC SCHOOL
Delhi, India 04.2001 -
Skills
Investment planning
Effective problem resolution
Investment strategy development
Investment research
Investment consulting
Portfolio diversification
Investment planning
Certification
NISM-National Institute of Securities Markets
Timeline
NISM-National Institute of Securities Markets
08-2024
CIEL-Centre For Investment Education & Learning
10-2023
Equity Specialist
ICICI Securities
12.2022 - Current
Branch Manager
Kotak Securities
07.2014 - 12.2022
Senior Sales Manager
PROPERTY PARADISE INFRATECH PVT LTD
12.2012 - 01.2014
Sales Manager
Investors Clinic
10.2011 - 11.2012
Executive Sales Manager
Mahindra Holidays
06.2009 - 07.2010
BBA - BBA
JIMS
04.2001 -
Intermediate
DAV PUBLIC SCHOOL
04.2001 -
Matriculation
HARVARD PUBLIC SCHOOL
04.2001 -