RIYA DAS
Kolkata
Summary
Proficient Equity Dealer experienced in buying and selling diverse equity products. Adept at assessing risk and developing appropriate strategies. Customer-focused individual with a passion for delivering exceptional service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Equity Dealer
KOTAK SECURITIES
Kolkata
11.2023 - Current
- Monitored stock market trends and adjusted portfolio allocations accordingly.
- Provided timely updates and reports on the performance of clients' portfolios.
- Completed sales order tickets and processed client-requested transactions.
- Analyzed customer requirements and recommended efficient investment products.
Relationship Manager
HDFC SECURITIES LTD
04.2022 - 10.2023
- To upsell Equity, F/o, Mf to assigned database clients
- Acquisition of new clients
- Penetration of cross sell products i e life insurance, general insurance, ipo, ncd, sgb, bonds, smallcase and ensuring business rollover
- Providing investment planning and advice
- Ensuring the highest level of service to the assigned clients
- Achieving Business targets
Sales Executive
BAJAJ FINANCE LTD
01.2021 - 01.2022
- Dealing with Doctors and CA
- Looking on their profile and selling them overdraft
- Penetration of cross sell products
Education
Bsc Economics Honors - Mathematics and Statistics
University of Calcutta
12.2021
ISC - Commerce with Mathematics
The Bhawanipur Gujarati Edu.Soc School
12.2017
ICSC - Commerce with Mathematics
Vidhya Niketan High School
12.2015
Skills
- Achieving Business targets
- Customer Relationship Management
- Business valuation
- Order execution efficiency
- Regulatory compliance awareness
Certification
- Nism VIII Certification
- Nism V Certification
- Irda Certification
Accomplishments
- TOP KRA PERFORMER
- HIGHEST MTF BOOK VALUE
- MAXIMUM AVERAGE DAILY EQUITY VOLUME
Timeline
Equity Dealer
KOTAK SECURITIES
11.2023 - Current
Relationship Manager
HDFC SECURITIES LTD
04.2022 - 10.2023
Sales Executive
BAJAJ FINANCE LTD
01.2021 - 01.2022
Bsc Economics Honors - Mathematics and Statistics
University of Calcutta
ISC - Commerce with Mathematics
The Bhawanipur Gujarati Edu.Soc School
ICSC - Commerce with Mathematics
Vidhya Niketan High School
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