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
2023.09 - 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
2019.04 - 2023.08
- 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
2013.07 - 2019.03
- 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
2012.07 - 2013.05
- Developing the Client base of the Branch focusing upon HNIs and Corporate Clients.
Senior Relationship Manager
Indiabulls Securities Ltd.
2010.03 - 2012.05
- Generating revenues and Acquisition of HNI & Retail Clients.
Team Leader
Bonanza Portfolio Ltd
2008.11 - 2010.02
- Handling a team of 2 executives. Generating revenues and Acquisition of HNI & Retail Clients .
Sales Executive
Religare Securities Ltd
2008.03 - 2008.10
- Opening Demat A/c and
- Subscribe Prepaid plans (Upfront Brokerage) .
Sales Executive
ICICI Bank Ltd
2007.02 - 2008.02
- Opening a CASA and Fixed Deposit.
Education
Bachelor of Arts -
Dr. A V Baliga Collage
Kumta - (Uttar Kannada - Karwar) 2003.05 - 2005.03
Skills
Complaint resolution
Technical Support
Sales expertise
Client Service
Certification
NISM Certification : Equities & Derivatives
Timeline
IRDA Certification
2023-10
Senior Manager (Preferred)
HDFC Bank -Retail Banking
2023.09 - Current
NISM Certification: Mutual funds
2022-07
NISM Certification: Risk Management
2022-06
NISM Certification : Equities & Derivatives
2022-04
Associate Team Leader
ICICI Securities Ltd
2019.04 - 2023.08
Equity Advisor
ICICI Securities Ltd
2013.07 - 2019.03
Sales Manager
Motilal Oswal
2012.07 - 2013.05
Senior Relationship Manager
Indiabulls Securities Ltd.
2010.03 - 2012.05
Team Leader
Bonanza Portfolio Ltd
2008.11 - 2010.02
Sales Executive
Religare Securities Ltd
2008.03 - 2008.10
Sales Executive
ICICI Bank Ltd
2007.02 - 2008.02
Bachelor of Arts -
Dr. A V Baliga Collage
2003.05 - 2005.03
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