Nileshkumar Patel
Wealth Manager
Ahmedabad,Gujarat
Summary
Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Assistant Manager
Motilal Oswal Financial Services Ltd
Ahmedabad
12.2022 - Current
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Mentored team members to enhance professional development and accountability in workplace.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
Super Trader Relationship Manager
Sharekhan By BNP Paribas
Mahesana
02.2018 - 12.2022
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Worked on behalf of companies to buy and sell financial instruments.
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
Zonal Coordinator
Telenor India Pvt Ltd
Mahesana
03.2012 - 01.2018
- Trained newly hired sales team in upselling techniques.
- Evaluated data on stock levels, customer sales and other factors, assessed trends and reported on findings to help senior management make effective operational decisions.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Researched issues to obtain appropriate answers to customer inquiries.
Education
S.S.C -
Someshwar Vidhyalay Kanoda
Kanoda, Mahesana , Gujarat - 384212 04.2001 -
H.S.C -
Omkar Vidhyalay
Sector 13 Gandhinagar Gujarat- 382413 04.2001 -
Bachelor of Arts -
The Mehsana Urban Bank Arts And Science Collage
Mahesana Gujarat 384002 04.2001 -
Post Graduation Diploma In Computer Studies -
Acharya Moti Patel Institutes Of Computer Studies
Kherva Mahesana Gujarat- 382705 04.2001 -
Skills
Staff Management
Additional Information
Personality embraces moods, attitudes, and opinions and is most clearly expressed in interactions with other people. It includes behavioral characteristics, both inherent and acquired, that distinguish one person from another and that can be observed in people's relations to the environment and to the social group.
Gujarati, Hindi, English
I have Knowledge Of My Mother Language Gujarati As Well Speaking And Understand, As Well As Knowledge Of Hindi And English Both Are Languages For Understanding And Speaking.
Date Of Birth
7th July 1987
Marital Status
Marital Status - Married
Interest
Reading , Watching Movies, Acting These 3 Are My Most Favorite Areas Of Interest And Many More.
Certification
NISM-Series-VIII: Equity Derivatives Certification Examination
Refferances
- My Refferance For Telenor India Pvt Ltd Mr. Pinakin Patel Area Sales Manager (North Gujarat) Contact- 9998184881
- My Refferance For Sharekhan By BNP Paribas Mr. Jayesh Barot Branch Manager (Head Office N G) Contact- 9727765681
- My Refferance For Motilal Oswal Financial Services Ltd Mr. Pranav Raval (Gujarat Head) Contact- 9898553826
- My Refferance For Motilal Oswal Financial Services Ltd Mr. Keyur Trivedi (Unit Leader- Ahmedabad Omni) Contact- 9974761714
Career Opportunity At Your Company $
The job opening at your organization suits my skills aptly & a career opportunity at your reputed firm is no less than a dream come true.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Each small task of everyday life is part of the total harmony of the universe.
Saint Thérèse de Lisieux
Timeline
Currency Derivatives Certification Examination
05-2023
Assistant Manager
Motilal Oswal Financial Services Ltd
12.2022 - Current
Mutual Fund Distributors Certification Examination
06-2021
NISM-Series-VIII: Equity Derivatives Certification Examination
04-2021
Super Trader Relationship Manager
Sharekhan By BNP Paribas
02.2018 - 12.2022
Zonal Coordinator
Telenor India Pvt Ltd
03.2012 - 01.2018
S.S.C -
Someshwar Vidhyalay Kanoda
04.2001 -
H.S.C -
Omkar Vidhyalay
04.2001 -
Bachelor of Arts -
The Mehsana Urban Bank Arts And Science Collage
04.2001 -
Post Graduation Diploma In Computer Studies -
Acharya Moti Patel Institutes Of Computer Studies
04.2001 -
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