Rohit Kumar
PCG EQUITY ADVISOR
Kolkata
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds Friendly and personable with adaptable approach Exceptional knowledge in wealth management estate planning and investment Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
7
7
years of professional experience
7
7
Certifications
Work History
Manager-Pcg -Advisor
Motilal Oswal Financial Services
04.2024 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Acquired New Client and generated business through them
Senior Equity Advisor
Monarch Net worth Capital Ltd
01.2023 - 04.2024
- Proven ability to learn quickly and adapt to new situations
- Met with clients to discuss assets expenses and long-term and short-term investment goals to devise personalized financial plans
- Assisted clients with preparing financial plans conducting investment research and completing trades and transactions to assess and meet financial goals
Equity Advisor
Motilal Oswal Financial Services
05.2022 - 01.2023
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Acquired new clients from regular meeting and educating them about equity and debt market
Senior Relationship Manager
Swastika Investmart Ltd
08.2021 - 05.2022
- Build relationships with clients by providing them knowledge and information about equity market
- Activated existing clients and guide them to invest in market and generate revenue for company
Equity Advisor
Ktg Financial Research
02.2018 - 02.2020
- Educated clients on various financial matters and provided professional recommendations on investment opportunities products and services based on each clients individual needs
- Introduced new clients to company from leads generated by support team
Education
Bachelor Of Computer science -
Satya Sai University
10th - undefined
Indian Public school
12 - undefined
DAV Public School
Skills
Equity derivatives
Certification
Nism investment advisor L1
Timeline
Manager-Pcg -Advisor
Motilal Oswal Financial Services
04.2024 - Current
Senior Equity Advisor
Monarch Net worth Capital Ltd
01.2023 - 04.2024
Equity Advisor
Motilal Oswal Financial Services
05.2022 - 01.2023
Senior Relationship Manager
Swastika Investmart Ltd
08.2021 - 05.2022
Equity Advisor
Ktg Financial Research
02.2018 - 02.2020
10th - undefined
Indian Public school
12 - undefined
DAV Public School
Bachelor Of Computer science -
Satya Sai University
Similar Profiles
Aaradhaya PandeyAaradhaya Pandey
Business Development Intern at Motilal Oswal Financial Services Ltd.Business Development Intern at Motilal Oswal Financial Services Ltd.
Rajat RautRajat Raut
Equity Dealer at Motilal Oswal Financial ServicesEquity Dealer at Motilal Oswal Financial Services
Brijesh BhavsarBrijesh Bhavsar
Assistant Manager at Motilal Oswal Financial Services LtdAssistant Manager at Motilal Oswal Financial Services Ltd
Abhishek MishraAbhishek Mishra
Equity Advisory & BDM Manager at Motilal Oswal Financial ServicesEquity Advisory & BDM Manager at Motilal Oswal Financial Services
Sourav MukherjeeSourav Mukherjee
Senior Cloud Tester at Koerber PharmaSenior Cloud Tester at Koerber Pharma