Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Deliverables
Languages
Timeline
Generic
Pranav Jhina

Pranav Jhina

Chandigarh

Summary

Results-driven Branch Head known for productivity and efficient task completion. Specialize in strategic planning, team leadership, and financial management. Excel in communication, problem-solving, and adaptability, ensuring seamless operations and team coordination. Ready to leverage skills to drive success and growth.

Overview

15
15
years of professional experience

Work History

Branch Head

Sbi Securities Ltd
Chandigarh
03.2024 - Current
  • Maintain deep understanding of financial products and services and ensure staff have the knowledge needed to guide customers.
  • Advise various clients, including HNIs, on investments in Equity & Equity Linked Saving Schemes, Mutual Funds, Insurance Products, small case, etc.
  • Hedge portfolios with OPTIONS strategies.
  • Deliver exceptional customer experience through strong communication and reliable follow-through.
  • Work closely with RISK Management for efficient management of funds.
  • Led branch operations to ensure compliance with financial regulations and policies.
  • Managed team performance through regular coaching and feedback sessions.
  • Developed and implemented sales strategies to enhance client engagement and retention.

Branch Manager

Kotak Securities Ltd
Patiala
07.2022 - 03.2024

Equity Analyst

Kotak Securities Ltd
08.2016 - 06.2022

Relationship Manager

Hdfc Securities Ltd
11.2014 - 08.2016

Equity Advisor

ICICI Securities Ltd
02.2011 - 12.2012

Education

Master of Business Administration -

IBS Chandigarh
Chandigarh

Bachelor of Commerce -

Punjab University
Chandigarh

Skills

  • Financial analysis
  • Portfolio hedging
  • Risk management
  • Investment advising
  • Compliance leadership
  • Customer relationship management
  • Sales strategy development
  • Team performance management

Hobbies and Interests

  • Stock Trading and Investing
  • Reading Financial Literature
  • Playing Chess
  • Running or Participating in Marathons

Deliverables

  • Deliver exceptional customer experience through strong communication and reliable follow-through.
  • Maintain deep understanding of financial products and services and ensure staff have the knowledge needed to guide customers.
  • Advise various clients, including HNIs, on investments in Equity & Equity Linked Saving Schemes, Mutual Funds, Insurance Products, small case, etc.
  • Handle teams and develop strategies on NIFTY and other financial assets.
  • Hedge portfolios with OPTIONS strategies.
  • Prepare reports on STOCKS for individual customers based on their risk profile.
  • Work closely with RISK Management for efficient management of funds.

Languages

English
Proficient
C2
Hindi
Proficient
C2
Punjabi
Upper Intermediate
B2

Timeline

Branch Head

Sbi Securities Ltd
03.2024 - Current

Branch Manager

Kotak Securities Ltd
07.2022 - 03.2024

Equity Analyst

Kotak Securities Ltd
08.2016 - 06.2022

Relationship Manager

Hdfc Securities Ltd
11.2014 - 08.2016

Equity Advisor

ICICI Securities Ltd
02.2011 - 12.2012

Master of Business Administration -

IBS Chandigarh

Bachelor of Commerce -

Punjab University
Pranav Jhina