Pathik Chauhan
Bhiloda
Summary
To pursue a challenging career and be a part of progressive organization that gives a scope to enhance my knowledge and utilizing my skills towards the growth of the organization
Overview
6
6
years of professional experience
1
1
Certification
Work History
Risk & Operation
Paytm Money Ltd
02.2022 - 03.2024
- Providing Service & Resolving Queries of Hni Customers, Managing Risk process such as BOD,EOD,Script Criteria,Isin Error,Ipo Listing, Managing Operations process such as Offmarket Transcations, Managing Inbound calls & Order Punching as per client instruction in different segments
Equity Dealer & Advisor
Kotak Securities Ltd
10.2019 - 02.2022
- Client Acquisition & Customer Service: Acquiring clients from the lead generated through different departments, Providing Service & Resolving queries of Hni & Retails Customers, Advisory: Providing Equity & Currency Derivatives advisory to clients
Equity Dealer & Advisor
Motilal Oswal Financial Service Ltd
07.2018 - 08.2019
- Handling Account Opening Process, Order Punching: Managing Inbound calls & Order Punching as per client instruction in different segments, Customer Service: Providing Service & Resolving queries of Retails Customers, Advisory: Providing Equity & Derivatives advisory to clients
Education
Bachelors in Business Administration (B.B.A) -
Gujarat University
Higher Secondary Education (12th) - undefined
Gujarat Higher Secondary Education Board (GHSEB)
Secondary Education (10th) - undefined
Gujarat Secondary Education Board (GSEB)
Master’s in Business Administration (M.B.A.) - Finance (Major) & Marketing (Minor)
Faculty of Management, (GLS University)
05.2019
Skills
TECHNICAL SKILLS:
- Microsoft Excel
- Microsoft Word
- Google Sheets
- Odin Terminal
- Customer Service Management Tool (CRM)
- Risk management & Analysis
- Financial Equity & Derivatives
- Business Development
SOFT SKILLS:
- Leadership
- Team Player
- Communication & people skills
- Collaborator
- Problem solving
Certification
- NISM-Series-VIII: Equity Derivatives
- NISM Series I: Currency Derivatives
- NISM Series VII: Securities Operations and Risk Management
Personal Information
- Date of Birth: 09/05/1997
- Gender: Male
- Nationality: Indian
Hobbies and Interests
- Cooking
- Travelling
- Gaming
- Music
Disclaimer
I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately.
Timeline
Risk & Operation
Paytm Money Ltd
02.2022 - 03.2024
Equity Dealer & Advisor
Kotak Securities Ltd
10.2019 - 02.2022
Equity Dealer & Advisor
Motilal Oswal Financial Service Ltd
07.2018 - 08.2019
Bachelors in Business Administration (B.B.A) -
Gujarat University
Higher Secondary Education (12th) - undefined
Gujarat Higher Secondary Education Board (GHSEB)
Secondary Education (10th) - undefined
Gujarat Secondary Education Board (GSEB)
Master’s in Business Administration (M.B.A.) - Finance (Major) & Marketing (Minor)
Faculty of Management, (GLS University)
- NISM-Series-VIII: Equity Derivatives
- NISM Series I: Currency Derivatives
- NISM Series VII: Securities Operations and Risk Management
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