Satyam Pal
Malad East
Summary
I am looking ahead to work in a professional, growth-oriented organization, where in one Can make significant contribution to the success of the organization. Seeking a position That involve creativity, challenges and that provides me, an opportunity to constantly strive to explore, innovate & excel in attaining organizational and my individual goals. A consistently dependable team player, I can thrive in a high-pressure environment, enjoy the challenges of meeting deadlines and work in a team.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Assistant Manager (ERMG)
ICICI Securities LTD
03.2024 - 07.2024
- Understanding the key drives by closely coordinating with the management accounting, Management Accounting for Revenue and Expenses
- Budget and Forecast Support
- Management Accounting System Administration
- Capital markets link derivatives confirmation and OTC
- Reconciliation of Management and Financial Accounting
- Communicating with clients to understand their investment goals and providing advice on stock purchase or sales
- Placing buy or sell order on various stock exchanges, ensuring that trades are executed at the best possible
- Managing a portfolio of investments, balancing risk and return to achieve the client’s investment objective
Assistant Manager (Digital On boarding)
Kotak Securities LTD
06.2022 - 02.2024
- Preparing Report & Analysis
- Take a confirmation in commodities (Crude Oil, Silver, Gold)
- Take a confirmation and place order in Currencies (USD, INR, EURO)
- Place/Research Order in Derivates Market
- (SWAP, FROWARD, FUTURE & OPTION)
- Recommending client for stocks, making them active, Auto SIP
- Dialer system handling for whole Team, Trading on behalf of client
- Digital On boarding handling MIS
- Master File Updating and alignment for the Team report
- Coordination with back-end team for documentation
- Observing future & options and also do trading
- Cross selling like mutual fund, SIP and insurance
Advisory
Motilal Oswal
10.2021 - 02.2022
- Cross selling like mutual fund, SIP and insurance
- Provide market update to the clients
- Placing buy and sell order on behalf of clients
- Choosing investment avenues base on the need of the client
- Motivating client for the trading and generating through revenue
- Providing leads to SLBM department
- Coordination with back-end team for documentation
Education
Bachelor of financial markets - Commerce
University of Mumbai, Ghansyamdas Saraf College
Mumbai, India02-2020
Skills
- Analytical skills
- Interpersonal skills
- Communication skills
- Listening skills
- Dedication
- Sincerity
- Team building
- Team collaboration
- Strategic thinking
- Compliance
Certification
- NISM8- Equity & Derivative-Cleared
- Participated in Importance of a Financial Advisor.
- Participated in A Goal Based Approach to Investing.
Languages
English
Hindi
Marathi
Personal Information
Date of Birth: 07/14/00
Hobbies and Interests
- Reading Informative Magazine or on Social Media sites.
- Travelling
- Listening Music
Disclaimer
I hereby declare that the details furnished above are true to the best of my knowledge.
Extra Qualifications
Successfully completed MSOffice–Basic Computer Course (MSWord, MS Excel, MS PowerPoint & Internet)
Timeline
Assistant Manager (ERMG)
ICICI Securities LTD
03.2024 - 07.2024
Assistant Manager (Digital On boarding)
Kotak Securities LTD
06.2022 - 02.2024
Advisory
Motilal Oswal
10.2021 - 02.2022
- NISM8- Equity & Derivative-Cleared
- Participated in Importance of a Financial Advisor.
- Participated in A Goal Based Approach to Investing.
Bachelor of financial markets - Commerce
University of Mumbai, Ghansyamdas Saraf College
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