Palkesh Narottam Mewada
Mumbai
Summary
To secure a challenging role in a dynamic organization where I can leverage my financial advisory expertise and effective communication skills to contribute significantly to the company's projects and growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager (R.M.) / Assistant Manager (Grade)
SBI Cap Securities Ltd
02.2021 - Current
- Revenue Generation: Consistently generating revenue from clients in the form of brokerage.
- Client Advisory: Advising clients on Equity and Mutual Funds through recommendations and executing trades.
- Customer Relationship: Providing assistance to mapped customers regarding trading and encouraging investments in Mutual Funds and Insurance.
- Client Activation: Activating inactive clients through trade engagement and cross-selling TPP (Third-Party Products).
- Derivatives Segment: Activating the derivatives segment for clients and Trading in futures and options on behalf of clients.
Relationship Manager (R.M.) / Financial Advisor
HDFC Securities
06.2018 - 12.2020
- Provided timely market updates and insights to enhance client decision-making processes.
- Facilitated onboarding of new clients, ensuring compliance with regulatory requirements.
- Assisted clients in identifying financial needs and recommending suitable solutions.
Education
LLB -
Rizvi Law College
MumbaiTYB.COM -
National College
MaharashtraHSC -
National College
MaharashtraSSC -
St. Thomas High School
MaharashtraSkills
- Microsoft Windows
- Microsoft Office
- MS Excel
- MS Word
- MS Power
- Basic Computer Operations
- Soft-spoken
- Helpful
- Ability to effectively handle work within a fast-paced environment
Certification
- NISM Series VII: Securities Operation and Risk Management
- NISM Series VIII: Equity Derivatives
- NISM Series I: Currency Derivatives
Personal Information
Date of Birth: 25/12/1994
Hobbies and Interests
- Sports (Cricket, Football)
- Music
- Travelling
Skills Strengths
Microsoft Windows, Microsoft Office (MS Excel, MS Word, MS Power), and Basic Computer Operations., Efficient command over spoken English and Hindi, with knowledge of Marathi., Soft-spoken, helpful, and possesses the ability to effectively handle work within a fast-paced environment.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Marathi
Proficient
C2
Gujarati
Proficient
C2
Timeline
Senior Relationship Manager (R.M.) / Assistant Manager (Grade)
SBI Cap Securities Ltd
02.2021 - Current
Relationship Manager (R.M.) / Financial Advisor
HDFC Securities
06.2018 - 12.2020
LLB -
Rizvi Law College
TYB.COM -
National College
HSC -
National College
SSC -
St. Thomas High School