MAYUR VAGHELA
ADVISOR / DEALER
Ahmedabad
Summary
Experienced professional in Advising, skilled at overcoming obstacles with a proactive mindset. Recognized for adaptability, creativity, and a results-driven approach. Committed to driving impactful outcomes and furthering organizational objectives.
Overview
4
4
years of professional experience
6049
6049
years of post-secondary education
5
5
Certifications
3
3
Languages
Work History
Advisor
ICICI Securities Limited
Ahmedabad
10.2022 - Current
- Advising clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks.
- Sourcing & Servicing clients by providing updates on frequent intervals about market movements, news flows.
- Sourcing & deepening of relationships from existing customer base of customers.
- Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.
- Develop business, maximize revenue generation & other business vectors.
- Selling Equity based investment ideas to the base & to generate brokerage primarily through advising them on their equity portfolio and work on other business vectors.
- Selling third party Fixed income investment Instruments Like SGBs, NCD Bond and FDs.
- Should be target-driven, self-starter and effective in servicing skills and conflict management.
- Perform Trades as per the approval / orders of the customer (Especially, NSE, BSE and F&O).
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
Advisor
Tradebulls Securities Private Limited
Ahmedabad
09.2021 - 09.2022
Education
MBA - Finance
Gujarat Technological University
Ahmedabad, India 04.2019 - 01.2021
Bachelor of Commerce -
Gujarat University
Ahmedabad04.2018
H.S.C - Commerce
Gujarat Bord
Ahmedabad03.2015
S.S.C - General Studies
Gujarat Bord
Ahmedabad03.2013
Skills
Problem-solving
Client engagement
Decision-making
Critical thinking
Strategic planning
Analytical thinking
Active listening
Data interpretation
Financial analysis
Certification
NISM-Series-I: Currency Derivatives Certification
Personal Information
- Date of Birth: 08/01/98
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
NISM-Series-VIII: Equity Derivatives Certification
01-2025
NISM-Series-XVI: Commodity Derivatives Certification
04-2023
NISM Series V-A: Mutual Fund Distributors Certification
03-2023
Advisor
ICICI Securities Limited
10.2022 - Current
NISM Series VII: Securities Operations and Risk Management Certification
09-2022
NISM-Series-I: Currency Derivatives Certification
05-2022
Advisor
Tradebulls Securities Private Limited
09.2021 - 09.2022
MBA - Finance
Gujarat Technological University
04.2019 - 01.2021
Bachelor of Commerce -
Gujarat University
H.S.C - Commerce
Gujarat Bord
S.S.C - General Studies
Gujarat Bord
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