Summary
Overview
Work History
Education
Skills
Certification
Timeline
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ROHAN DODIYA

ROHAN DODIYA

Senior Equity Advisor
Mumbai

Summary

Qualified Equity Advisor with comprehensive background in financial analysis and investment strategies. Successfully guided clients through complex financial decisions, leading to enhanced portfolio performance. Demonstrated expertise in equity research and portfolio management, showcasing strong analytical skills and client-focused solutions. special interest in revenue generation & achieving targets.

Overview

10
10
years of professional experience
1
1
Certification
4
4
Languages

Work History

Senior Equity Advisor

MOTILAL OSWAL FINANCIAL SERVICES LTD
07.2024 - Current
  • Advised clients on where to invest their money, based on their goals and risk preferences.
  • Monitoring market trends and economic factors to guide investment decisions, and ensure portfolio growth.
  • Held regular meetings with clients to review portfolio performance and make changes when needed.
  • Provided clear advice on investment options and risks to help clients make informed decisions.
  • Presented regular market updates and insights to clients, keeping them informed of relevant developments affecting their investments.
  • Improved client satisfaction by promptly addressing inquiries and resolving issues related to their accounts or transactions.
  • Educated clients on various investment strategies and products, empowering them to make informed decisions about their finances.
  • Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.

Senior Business Development Manager

Vijay Thakkar consultancy Private Limited
01.2020 - 06.2024
  • Monitored client investment related to retail & institutional clients focusing on servicing as a dealer in cash equity derivatives & currency segments.
  • Handled post market trades confirmation profile and analyzed investment products to develop customized financial strategies for clients financial needs.
  • Knowledge of broking, operations risk profiling of clients along with technical understanding.
  • Trained & motivated a team of advisors to provide a better understanding of stockmarket/product. monitored & reviewed their performance & helped them to achieve maximum business.

business development manager

Gennext wealth advisors private limited
01.2016 - 12.2019
  • Supervised floor operations of brokerage firm engaged in buying and selling insurance, pms, direct equity along with mutual funds at exchange.
  • Master in query resolution and backend operations & application processing.
  • Daily form filling.
  • Daily backend operational job.

Education

SSC -

Sheth MA High School
Mumbai, India
04.2001 -

HSC - Commerce

NITIN GODIWALA COLLEGE OF COMMERCE & ARTS
MUMBAI
04.2001 -

Bachelor of Commerce - Commerce

KES COLLEGE OF COMMERCE & ARTS
Mumbai
04.2001 -

CFA LEVEL 1 -

CFA INSTITUTE
Mumbai, India
04.2001 -

Skills

Efficient problem solving skills

Portfolio management & advisory

Portfolio management

Wealth management

Revenue generation

Certification

NISM Series VIII, NSE : Equity Derivatives Certification (2024-2027)

Timeline

Senior Equity Advisor

MOTILAL OSWAL FINANCIAL SERVICES LTD
07.2024 - Current

Senior Business Development Manager

Vijay Thakkar consultancy Private Limited
01.2020 - 06.2024

business development manager

Gennext wealth advisors private limited
01.2016 - 12.2019

SSC -

Sheth MA High School
04.2001 -

HSC - Commerce

NITIN GODIWALA COLLEGE OF COMMERCE & ARTS
04.2001 -

Bachelor of Commerce - Commerce

KES COLLEGE OF COMMERCE & ARTS
04.2001 -

CFA LEVEL 1 -

CFA INSTITUTE
04.2001 -

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ROHAN DODIYASenior Equity Advisor