Murugan Yadhava
Kalyan
Summary
Dedicated and detail-oriented with years of experience in finance field. Eager to learn new things and execute it in real circumstances. I want to be able to pursue a successful and fulfilling career in my field that gives me both personal growth and satisfaction.
Proficient Equity Dealer experienced in buying and selling diverse equity products. Adept at assessing risk and developing appropriate strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Team Leader
Motilal Oswal Financial Services
Mumbai
08.2023 - Current
- Led team meetings to discuss project updates and address challenges.
- Developed training materials to enhance team skills and knowledge.
- Coordinated workflow among team members to ensure task completion.
- Evaluated team performance regularly to identify areas for improvement.
- Maintained a positive work environment that promoted collaboration between team members.
- Leading 10 Advisor handling HNI client.
- Suggesting for Third Party products like Mutual Fund , IAP and Insurance.
Assistant Manager
Axis securities Ltd
Mumbai
09.2020 - 07.2023
- Handling HNI client.
- Activate the client.
- Placing order on behalf of client.
- Suggesting the market View.
- Portfolio Restructuring.
- Cross sell like Mutual Fund, Small Case and IAP.
Senior Executive
ICICI Securities Ltd
Mumbai
11.2019 - 08.2023
- Conducted market analysis to identify emerging trends and inform investment strategies.
- Oversaw risk management assessments to ensure regulatory compliance and protect client interests.
- Handling HNI Client and Providing Research Stock as per client Needs.
- Cross selling like Mutual Fund, Insurance.
- Placing order on behalf of client.
- Dormant Account activation.
Executive
HDFC SECURITIES LTD
Mumbai
01.2018 - 11.2019
- Client Activation.
- strategies to increase revenue and target number of clients for Trading.
- Recommending Stocks to client as per Research Team.
- Cross Sell TPP like Insurance, Mutual Fund,Small case.
Education
BCOM - BANKING & INSURANCE
Mumbai University
H.S.C -
Model College
S.S.C. -
St.Judes high school
Skills
- Financial and reporting
- Financial accounting
- Observing market trends
- Comprehensive problem solving
- Willingness to learn
- Team facilitator
- Hard worker
- Good listener
- Equity trading
- Investment strategies
Certification
- Cleared NISM 5(A) Mutual fund Certificate
- Cleared NISM 8 Equity & Derivative Certificate
- Cleared NISM 7 SECURITIES & OPERATION Certificate
Languages
- Marathi
- Hindi
- English
- Tamil
Hobbies and Interests
- Carrom
- Cricket
Disclaimer
I hereby declare that all the information furnished above is true to best of my knowledge.
Personal Information
- Date of Birth: 04/16/96
- Marital Status: Single
Family
myself, father, mother & sister
Languages
English
Proficient
C2
Tamil
Proficient
C2
Marathi
Upper Intermediate
B2
Hindi
Advanced
C1
Timeline
Team Leader
Motilal Oswal Financial Services
08.2023 - Current
Assistant Manager
Axis securities Ltd
09.2020 - 07.2023
Senior Executive
ICICI Securities Ltd
11.2019 - 08.2023
Executive
HDFC SECURITIES LTD
01.2018 - 11.2019
BCOM - BANKING & INSURANCE
Mumbai University
H.S.C -
Model College
S.S.C. -
St.Judes high school