SANTOSH SHET
SENIOR MANAGER (Preferred)
BANGALORE
Summary
Experienced in forecasting, performance analysis, investor relations, financial planning and networking. Versatile Senior Manager specializing in Equity Trading and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Highly accomplished and results-driven Finance Executive (Senior Equity Advisor - Associate Team Lead) with over 02 Years(WEALTH MANAGEMENT) of experience with excellent reputation of accomplishing the core parameters of business.
Highly skilled in executing trades for HNI Clients, Churning portfolio for clients with Risk Management objectives,Generating revenue and Turnover, facilitating effective approach to build a diversified Portfolio to the Clients.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
4
4
Certifications
1
1
Language
Work History
Senior Manager (Preferred)
HDFC Bank -Retail Banking
09.2023 - Current
- Consistently met or exceeded annual performance targets set by senior leadership.
- Increased customer satisfaction with timely project deliveries and seamless communication.
Associate Team Leader
ICICI Securities Ltd
04.2019 - 08.2023
- Handling a team of 2 executives.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- To check daily Mark-To-Market losses, buying, selling, client wise turnover, short selling, and other such parameters through RMS and take necessary action.
- ACHIEVEMENTS:
- PAN INDIA TOPPER as an Associate Team Leader 2019-2020
- PAN INDIA TOPPER for New client Acquisition in the year 2014 and recognized by CEO for the same
- Achieved top rating for three consecutive year (2017-2020)
- Recognized by CEO-Mr.VIJAY CHANDOK for Book building contest in FY 2019-2020
- PAN INDIA TOPPER for subscribing clients under Equity Advised Portfolio Service – Morgan Stanley.
- Recognized by BBH South 2 - Ahmed Zackaria for HDFC Life Insurance
Equity Advisor
ICICI Securities Ltd
07.2013 - 03.2019
- Identify opportunities for process efficiency & implement in a controlled manner
- Be the first point of escalation for all Process related issues from customers.
- Identify opportunities for process efficiency & implement in a controlled manner
- Drive Process improvements and other initiatives
- To check daily Mark-To-Market losses, buying, selling, client wise turnover, short selling, and other such parameters through RMS and take necessary action
- Monitor key macro-economic events and news flows to form a view on the market
- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
Sales Manager
Motilal Oswal
07.2012 - 05.2013
- Developing the Client base of the Branch focusing upon HNIs and Corporate Clients.
Senior Relationship Manager
Indiabulls Securities Ltd.
03.2010 - 05.2012
- Generating revenues and Acquisition of HNI & Retail Clients.
Team Leader
Bonanza Portfolio Ltd
11.2008 - 02.2010
- Handling a team of 2 executives. Generating revenues and Acquisition of HNI & Retail Clients .
Sales Executive
Religare Securities Ltd
03.2008 - 10.2008
- Opening Demat A/c and
- Subscribe Prepaid plans (Upfront Brokerage) .
Sales Executive
ICICI Bank Ltd
02.2007 - 02.2008
- Opening a CASA and Fixed Deposit.
Education
Bachelor of Arts -
Dr. A V Baliga Collage
Kumta - (Uttar Kannada - Karwar) 05.2003 - 03.2005
Skills
Complaint resolution
Technical Support
Sales expertise
Client Service
Certification
NISM Certification : Equities & Derivatives
Timeline
IRDA Certification
10-2023
Senior Manager (Preferred)
HDFC Bank -Retail Banking
09.2023 - Current
NISM Certification: Mutual funds
07-2022
NISM Certification: Risk Management
06-2022
NISM Certification : Equities & Derivatives
04-2022
Associate Team Leader
ICICI Securities Ltd
04.2019 - 08.2023
Equity Advisor
ICICI Securities Ltd
07.2013 - 03.2019
Sales Manager
Motilal Oswal
07.2012 - 05.2013
Senior Relationship Manager
Indiabulls Securities Ltd.
03.2010 - 05.2012
Team Leader
Bonanza Portfolio Ltd
11.2008 - 02.2010
Sales Executive
Religare Securities Ltd
03.2008 - 10.2008
Sales Executive
ICICI Bank Ltd
02.2007 - 02.2008
Bachelor of Arts -
Dr. A V Baliga Collage
05.2003 - 03.2005
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