Raksha Subhash Sane
Mumbai
Summary
A Result-Oriented Professional with over 15 Years of Experience in Capital Market, Derivative Market Field. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
15
15
years of professional experience
5
5
Certifications
3
3
Language
Work History
Manager - Preferred Desk - Broking
Anand Rathi Share and stock broking Limited
MUMBAI
12.2024 - 04.2025
- Maintain relationship with Client. Updating clients about latest updates from research team.
- Client Acquisition and Account Reactivation. Handling HNI Clients.
- Regular meeting with clients
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Selling third party products like SP, Mutual Funds, Insurance, and Basket Investments.
- Trade in Equity, Derivative account.
- Developed and maintained relationships with customers and suppliers through account development.
- Punching order of Client on Capital Market, Derivative segment.
- Give confirmation to clients.
Senior Relationship Manager - Preferred Desk - Broking
HDFC SECURITIES LIMITED
MUMBAI
11.2019 - 09.2024
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times. Client Acquisition and Account Reactivation.
- Handling HNI Clients.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning. Selling third party products like Mutual Funds, Insurance, and Basket Investments.
- Making client aware about the products like Basket Investment, Invest in US Stock, E-Margin facility, Stock SIP, ETF, IPO, OFS & Buyback, Securities Lending & Borrowing, Derivatives Value Plan, Fixed Deposits, Debentures, Bonds, 54 EC Bond, Sovereign Gold Bonds, RBI Bond
- Trade in Equity, Derivative and Currency account.
- Punching order of Client on Capital Market, Derivative segment & Currency segment.
Relationship Manager - Broking
KARVY STOCK BROKING LIMITED (KSBL)
MUMBAI
10.2017 - 03.2019
- Maintain relationship with Client. Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Open new account of Equity, Derivative, Currency and commodity account.
- Punching order of Client on Capital Market, Derivative segment & Currency segment.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
Relationship Manager - Dealing
Religare Securities Limited. (RSL)
MUMBAI
05.2016 - 09.2017
- Open new account of Equity, Derivative, Currency and commodity account.
- Punching order of Client on Capital Market, Derivative segment & Currency segment.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Relationship Manager - Advisory
India Infoline Limited (IIFL)
MUMBAI
02.2014 - 05.2016
- Maintain relationship with Client.
- Open new account of Equity, Derivative, Currency and commodity account.
- Punching order of Client on Capital Market, Derivative segment& Currency segment.
- Achieving Monthly Brokerage Target of 3 time of salary.
Institutional Dealer Cum Assistance Research Analysis
Indistock Securities Ltd.
MUMBAI
07.2012 - 01.2014
- Maintain relationship with bankers.
- Form Daily “Market Today” Research Report and also form Company equity research report for banker.
- Punching order of banker on Capital Market on NSE NEATCM system.
- Punching order of Company account on Capital Market &Derivative segment on NSE NEATF&O system.
- “Portfolio Management Services” handling Company Portfolio worth rupees over 10 Crore.
- Daily turnover on Capital Market is over 5 crore & Future & option is over 3 crore.
- Give confirmation to clients.
- Practice on FALCON2 reliable software, given daily & position Technical Call to client.
- Maintained fast, smooth game pace by efficiently handling dice, chips, money, and cards.
Junior Executive Dealer
TECHNO SHARES & STOCKS LTD.
MUMBAI
08.2011 - 06.2012
- Provide financial advisor to clients.
- Expertise in the BSE, NSE cash & Derivatives Market.
- Maintain relationship with client & handle client portfolio.
- Established long-term client relationships through consistent delivery of high-quality products and services.
Assistant Manager
VSK Financial Consultancy Services Pvt. Ltd. (Sub – Broker Prabhudas Lilladher Pvt. Ltd)
MUMBAI
09.2007 - 09.2009
- Trading Terminal Operator, dealer, Expertise in the BSE, NSE cash & Derivatives Market.
- Special in the Portfolio Management Services (PMS)
- Improved customer satisfaction by addressing and resolving complaints promptly.
Education
Post – Graduate Diploma in Business Administration (PGDBA-DLP) -
Prin. L.N. Welingkar Institute of Management Development & Research
Matunga, India 04.2001 -
Diploma in Business Management - undefined
Mumbai University
Matunga, India01-2011
Bachelor of Management Studies -
Mumbai University
Vile-parle, India01-2007
H.S.S from Mumbai Divisional Board - undefined
Kirti college
Dadar, India02-2004
S.S.C from Mumbai Divisional Board -
IES High School
Dadar, India03-2002
Skills
Knowledge of MS Word, MS Excel, MS PowerPoint
Decision-making
Performance management
Time management
Customer service
Business development
Financial management
Customer relationship management (CRM)
Risk management
Extra-Curricular Activities
Passed MS-CIT From Maharashtra Board in August 2004 with 64%. Passed English TYPEWRITING From Government Of Maharashtra In May 2005 With 30 SPEED W.P.M With 76% At ‘A’ Grade.
Passed English TYPEWRITING From Government Of Maharashtra In November 2005 With 40 SPEED W.P.M With 65% At ‘B’ Grade.
Certification
Trading programs: Technical Analysis from NSE – Manipal Education Training Programs on Stock Market.
Timeline
Manager - Preferred Desk - Broking
Anand Rathi Share and stock broking Limited
12.2024 - 04.2025
Senior Relationship Manager - Preferred Desk - Broking
HDFC SECURITIES LIMITED
11.2019 - 09.2024
Relationship Manager - Broking
KARVY STOCK BROKING LIMITED (KSBL)
10.2017 - 03.2019
Relationship Manager - Dealing
Religare Securities Limited. (RSL)
05.2016 - 09.2017
Relationship Manager - Advisory
India Infoline Limited (IIFL)
02.2014 - 05.2016
Institutional Dealer Cum Assistance Research Analysis
Indistock Securities Ltd.
07.2012 - 01.2014
Junior Executive Dealer
TECHNO SHARES & STOCKS LTD.
08.2011 - 06.2012
Assistant Manager
VSK Financial Consultancy Services Pvt. Ltd. (Sub – Broker Prabhudas Lilladher Pvt. Ltd)
09.2007 - 09.2009
Post – Graduate Diploma in Business Administration (PGDBA-DLP) -
Prin. L.N. Welingkar Institute of Management Development & Research
04.2001 -
Diploma in Business Management - undefined
Mumbai University
H.S.S from Mumbai Divisional Board - undefined
Kirti college
Bachelor of Management Studies -
Mumbai University
S.S.C from Mumbai Divisional Board -
IES High School
Personal Details
Residential Address : -Hendre Castle Building, Room No 8, Gokhale Road, D S Babrekar Marg, Near Ash lane, Dadar, Mumbai (W) – 400028.
Music, Cooking
Listing Music and Cooking