Manish Sah
Jharkhand
Summary
Dynamic Assistant Manager at Kotak Securities with a proven track record in developing investment strategies and conducting thorough market research. Skilled in client consultations and relationship building, I excel at crafting customized financial plans that maximize returns while minimizing risk. Committed to delivering exceptional service and fostering strong industry connections.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Assistant Manager
Kotak securities
Kolkata
03.2024 - Current
- Communicated regularly with customers to gain insights into their needs.
- Consulted with clients to identify their financial goals and create customized plans for achieving them.
- Educated investors on different types of securities available in order to help them make sound decisions.
- Conducted research on potential investments, such as stocks, bonds, mutual funds, and commodities.
- Assisted clients with understanding their investment options and selecting suitable products.
- Developed strategies to maximize returns while minimizing risk in portfolios.
- Attended seminars, conferences, and workshops related to equity dealing practices.
- Executed trades on behalf of clients in accordance with their instructions.
- Developed and deepened strong financial industry relationships.
Education
B.Tech - Electrical, Electronics And Communications Engineering
LNCT
Bhopal06-2017
Skills
- Investment strategies
- Financial analysis
- Client consultations
- Market research
- Critical thinking
- Relationship building
- Team building
Certification
- NISM8
- NISM VA
Timeline
Assistant Manager
Kotak securities
03.2024 - Current
B.Tech - Electrical, Electronics And Communications Engineering
LNCT