SHAILESH SINGH
Summary
Accomplished Advisor with 5-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Advisor
YES Securities
Mumbai
05.2022 - Current
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Managed client portfolios on consistent basis and contacted clients provide details on investments.
Team Coach
SHAILESH
06.2019 - 05.2020
- I was the dealer at the same time, there were 6 Rm under me, I was reporting tothe deputy manager
- Cross selling of Mutual fund & Insurance products
- Punch orders for clients on the terminal Promoting research calls to increase volume & frequently
- Handling trading related queries during market hours.
Equity Dealer
10.2017 - 05.2019
- Punch orders for clients on the terminal
- Maintain client relationships and provide them best service
- Provide the advisory to clients for Investment
- Handling trading related queries during market hours
- Coordinate with the clients for timely settlements of funds and margin calls.
Education
Bachelor of Management Studies -
SPDT Juhu college - Mumbai University
HSC - undefined
Intercollege - Allahabad university
SSC - undefined
Samta Vidya Mandir - Mumbai university
Securities Market - Capital Market
NATIONAL INSTITUTE OF SECURITIES MANAGEMENT
MUMBAI 05.2001 -
Skills
TASundefined
Accomplishments
- Highest Revenue generated from equity sales in JFM 2019-20
- Qualified for more than 8 contest
- Recognized by management for generating highest revenue in for continuously 3 years
Certification
Technical Analysis
Timeline
Senior Advisor
YES Securities
05.2022 - Current
Team Coach
SHAILESH
06.2019 - 05.2020
Equity Dealer
10.2017 - 05.2019
Securities Market - Capital Market
NATIONAL INSTITUTE OF SECURITIES MANAGEMENT
05.2001 -
Bachelor of Management Studies -
SPDT Juhu college - Mumbai University
HSC - undefined
Intercollege - Allahabad university
SSC - undefined
Samta Vidya Mandir - Mumbai university
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