Nishant Ramehrao Mandaokar
Financial Advisor
Nagpur
Summary
Intend to build a career with leading corporate environment and to pursue a challenging career in marketing field where I can use my Skill for the growth of organization and for my personnel development as well. And to utilize my abilities to facilitate organizational growth and success.
Overview
11
11
years of professional experience
3
3
Certificates
1
1
Language
Work History
Sales Manager
SBI SECURITIES LTD
05.2023 - Current
- Be in charge of running and managing the team daily
- Set targets for all team members to meet up with
- Understand all organisation's products, services, procedures and guidelines and communicate the same to all team members
- Submit regular reports to management and seek new ideas and strategies to improve team performance
- Helps to clients invest funds into various financial instruments (Mutual Funds Insurance, IPO's, Stocks and Bonds, loan )
- Research and identify trading strategies and methods leading to greater profit and income for clients & Company
- Portfolio management
- Responsibility shouldered by me
Team Leader (Sales Manager)
SMC GLOBAL SECURITIES LTD
07.2022 - 04.2023
- Be in charge of running and managing the team daily
- Set targets for all team members to meet up with
- Understand all organisation's products, services, procedures and guidelines and communicate the same to all team members
- Submit regular reports to management and seek new ideas and strategies to improve team performance
- Helps to clients invest funds into various financial instruments (Mutual Funds, Insurance, IPO's, Stocks and Bonds, loan )
- Research and identify trading strategies and methods leading to greater profit and income for clients & company
- Portfolio management
- Responsibility shouldered by me
Assistant Manager (sr.RM)
HDFC SECURITIES LTD
10.2019 - 06.2022
- Acquiring new customers involves persuading consumers to purchase a company's products and services
- To achieve the assigned target.
- Drive the day-to-day business through various activities.
- Demat & Trading Account Other Cross selling Product
- Helps to clients invest funds into various financial instruments (Mutual Funds, Insurance, IPO's, Stocks and Bonds, loan )
- Research and identify trading strategies and methods leading to greater profit and income for clients & company
- Portfolio management
- Responsibility shouldered by me
SR. Relationship Manager
BAJAJ CAPITAL LTD
01.2019 - 10.2019
- Acquiring new customers involves persuading consumers to purchase a company's products and services
- To achieve the assigned target.
- Drive the day-to-day business through various activities.
- Cross selling Product
- Helps to clients invest funds into various financial instruments (Mutual Funds, Insurance, Bonds, loan )
- Research and identify trading strategies and methods leading to greater profit and income for clients & company
- Portfolio management
- Responsibility shouldered by me
Relationship Manager
WAY2WEALTH Securitas
09.2015 - 12.2018
- Acquiring new customers involves persuading consumers to purchase a company's products and services
- To achieve the assigned target.
- Drive the day-to-day business through various activities.
- Demat & Trading Account Other Cross selling Product
- Helps to clients invest funds into various financial instruments (Mutual Funds, Insurance, IPO's, Stocks and Bonds, loan )
- Research and identify trading strategies and methods leading to greater profit and income for clients & company
- Portfolio management
- (A Coffee day company)
- Responsibility shouldered by me
Education
S.S.C - undefined
MAHARASHTRA BOARD
H.S.C - undefined
MAHARASHTRA BOARD
B.C.C.A - undefined
MAHARASHTRA BOARD
Skills
Strong analytical, organizational and malty tasking skills
Excellent communication, public relation and interpersonal skills
Passion to win over clients with retention of high level of service
Certification
NISM Derivatives series 8 exam
Interests
Listening Music, General Awareness
Timeline
Sales Manager
SBI SECURITIES LTD
05.2023 - Current
Team Leader (Sales Manager)
SMC GLOBAL SECURITIES LTD
07.2022 - 04.2023
Assistant Manager (sr.RM)
HDFC SECURITIES LTD
10.2019 - 06.2022
SR. Relationship Manager
BAJAJ CAPITAL LTD
01.2019 - 10.2019
Relationship Manager
WAY2WEALTH Securitas
09.2015 - 12.2018
S.S.C - undefined
MAHARASHTRA BOARD
H.S.C - undefined
MAHARASHTRA BOARD
B.C.C.A - undefined
MAHARASHTRA BOARD
PERSONNEL DETAILS
English, Hindi, Marathi
COMPUTER QUALIFICATION
- Certificate in M.S.CIT with 88%
- Typing Eng 30 With 72%
- Eng 40 With 84%
- Mar 30 with 83%
Achivement
Top 100 in Retail Broking pan India leval
Qualifying for maleshiya in cross sell revenue in 2025
Qualifying for bankok in cross sell revenue in 2025
Qualifying for Dubai in self source contest in 2026
DECLARATION
I hereby declared that the entire particular stated in this Resume are true to the best of my knowledge. Date: Place: NAGPUR (NISHANT R. MANDAOKAR)
COMPUTER QUALIFICATION
- Certificate in M.S.CIT with 88%
- Typing Eng 30 With 72%
- Eng 40 With 84%
- Mar 30 with 83%