Rajesh Chinchamalatpure
AMRAVATI
Summary
Dynamic finance professional with extensive experience at Kotak Securities Ltd, excelling in trading activities and investment strategies. Proven ability to drive results through creative thinking and initiative, effectively managing branch operations and advising clients. Skilled in financial markets, delivering impactful solutions that enhance client portfolios and optimize trading performance.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Manager Branch Dealing
Kotak securities ltd
06.2022 - Current
- Now currently working with Kotak securities ltd as manager branch dealing.
Equity Adviser
Motilal Oswal financial services ltd
09.2021 - 06.2022
- 1 year working experience with Motilal Oswal financial services ltd as equity adviser.
Equity Dealer
Kotak securities ltd
07.2014 - 09.2021
- 7 years working experience with Kotak securities ltd as equity dealer.
Business Partner
Angel broking ltd
03.2010 - 07.2014
- 3 years working experience with Angel broking ltd as a business partner.
Education
Bachelor of Arts -
AMRAVATI
Skills
- Investment strategies
- Trading activities
- Team leadership
- Client relationship management
- Sales strategy
- Effective communication
- Negotiation skills
- Financial planning
- Life insurance sales
Accomplishments
- Consistent performer in Kotak Securities Ltd.
- CEO award winner in financial year 2016 for best performance in dealing role.
- Consistent KRA achiever since 2015-2021 (overall last 7 years KRA is more than 120% achieved).
- Achieved RNR Awards in 2019-2020 for highest unit acquisition.
Languages
- English
- Marathi
- Hindi
Hobbies and Interests
Traveling
Character
- Character with multiple skills.
- Attitude to learn new things & accepts challenges, responsibilities.
- Problems solving attitude.
Personal Information
- Father's Name: Shri Narayanrao Mahadeorao Chinchamalatpure
- Date of Birth: 01/12/80
- Nationality: Indian
- Marital Status: Married
Certification
- Nism series I currency derivatives certification exam
- Nism series VIII equity derivatives certification exam
- Nism series V-A mutual fund distribution certification exam
- IRDA ic – 38 corporate agent exams.
Timeline
Manager Branch Dealing
Kotak securities ltd
06.2022 - Current
Equity Adviser
Motilal Oswal financial services ltd
09.2021 - 06.2022
Equity Dealer
Kotak securities ltd
07.2014 - 09.2021
Business Partner
Angel broking ltd
03.2010 - 07.2014
Bachelor of Arts -
AMRAVATI
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