Manoj Talreja
Finance (Broking And Distribution)
THANE
Summary
Veteran Senior Executive adept at increasing profit margins by growing sales and reducing costs. Hands-on, proactive manager with adaptable and creative approach. Driven to always be improving business operations. Specializing in Finance with 7+ years track record of success.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Senior Executive
Motilal Oswal Financial Services Ltd
Mumbai
04.2021 - Current
- Enabled revenue generation by pursuing partnerships, sourcing funding and capitalizing on market opportunities.
- Managed over 100 branch advisors call per day.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Resolved issues and recommended actions based on production and compliance reports.
- Identified issues with production, workforce and material sourcing and implemented successful solutions.
- Streamlined operations to maximize business efficiency and profits.
- Established performance goals for department and outlined processes for achievement.
Executive
SBI Cap Securities
Mumbai
08.2018 - 04.2021
- Generating revenue primarily through advising customers for long term and short term investment in equities.
- Execute orders on behalf of customers.
- Solving queries of customers.
- Handling Classic, Preferred & Imperia clients of banks and service them effectively.
- Dealing in MF related products.
- Daily interaction with Bank branch transfer and other branch specific RM.
- Communicate intra-day trading and investment ideas to customers.
Assistant Manager
Kotak Securities Ltd
Mumbai
10.2017 - 09.2019
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Strengthened operational efficiency to remain cost-effective while maintaining quality service.
- Reduced financial discrepancies to minimize threats to health and productivity of business.
- Established objectives to offer team members clear roadmap to help company achieve overall goals.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
Associate Financial Advisor
Motilal Oswal FInancial Services Ltd
Mumbai
12.2015 - 09.2017
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Keeping track of block deals taking place during market hours and tracking fund buying in stocks post
market hours.
Education
MBA - Finance
ARMIET (Mumbai University)
Thane 09.2021 - Current
Bachelors in Financial Markets (BFM) - Finance
Smt C.H.M College (Mumbai University)
Thane 09.2014 - 09.2015
Skills
Completed Indian Equity Financial Report in 2014
Certification
Licensed [JoNISM-Series-I: Currency Derivatives Certification Examinationb Title] - [Timeframe]
Timeline
MBA - Finance
ARMIET (Mumbai University)
09.2021 - Current
Senior Executive
Motilal Oswal Financial Services Ltd
04.2021 - Current
NISMS07A-NISM Series VII: Securities Operations and Risk Management Certification Examination
11-2020
Licensed [JoNISM-Series-I: Currency Derivatives Certification Examinationb Title] - [Timeframe]
11-2019
NISM-Series-VIII: Equity Derivatives Certification Examination
11-2019
Executive
SBI Cap Securities
08.2018 - 04.2021
Assistant Manager
Kotak Securities Ltd
10.2017 - 09.2019
Associate Financial Advisor
Motilal Oswal FInancial Services Ltd
12.2015 - 09.2017
Bachelors in Financial Markets (BFM) - Finance
Smt C.H.M College (Mumbai University)
09.2014 - 09.2015
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