RONAK SHAH
Kolkata
Summary
Dynamic professional with proven success at Corum Securities Pvt. Ltd. in client relations and market analysis. Expertise in developing customized investment strategies and optimizing client portfolios. Strong background in risk management and compliance, delivering results through strategic decision-making and effective communication.
Overview
17
17
years of professional experience
Work History
Business Promoter
Private Business
Dubai
02.2024 - Current
- Developed targeted promotional strategies to boost visibility and reach.
- Researched market trends to identify growth opportunities.
- Aligned marketing efforts with sales to enhance engagement.
- Ensured consistent branding across all channels.
- Monitored competitors for strategic positioning.
- Collected customer insights through surveys.
- Built relationships with key audiences and influencers.
- Managed campaign budgets within set targets.
Stock Broker
Corum Securities Pvt. Ltd.
Kolkata
12.2012 - 10.2023
- Advised high-net-worth clients with tailored investment strategies.
- Executed compliant trades to leverage market opportunities.
- Assessed client portfolios and preferences before recommendations.
- Maintained relationships through updates and reviews.
- Tracked market trends to guide asset allocation.
- Mentored junior brokers to boost team performance.
- Stayed updated on financial products and compliance.
- Delivered reports with recommendations for adjustments.
Senior Executive Depository
India Capital Markets Pvt. Ltd
10.2010 - 11.2012
- Executed trades for corporate, HNI, and retail clients.
- Monitored markets and managed trading risks.
- Adapted strategies to market changes and advised clients.
Senior Executive Depository Participant (Demat)
Accord Capital Markets Pvt. Ltd.
05.2008 - 09.2010
- Processed share transactions and managed NSDL entries.
- Ensured compliance, reconciled data, and performed backups.
Education
Bachelors - Commerce( Honors )
Calcutta University
Kolkata03.2007
HSC -
Calcutta University
Kolkata03.2004
SSC -
Calcutta University
Kolkata03.2002
Skills
- Time Management
- Decision-Making
- Communication
- Teamwork
- Market Analysis
- Client Relations
- Compliance
- Risk Management
- Networking
- Marketing & Outreach
- Data Management
- Customer Relationship Management
Hobbies and Interests
- Music
- Traveling
- Fitness
- Sports
Timeline
Business Promoter
Private Business
02.2024 - Current
Stock Broker
Corum Securities Pvt. Ltd.
12.2012 - 10.2023
Senior Executive Depository
India Capital Markets Pvt. Ltd
10.2010 - 11.2012
Senior Executive Depository Participant (Demat)
Accord Capital Markets Pvt. Ltd.
05.2008 - 09.2010
Bachelors - Commerce( Honors )
Calcutta University
HSC -
Calcutta University
SSC -
Calcutta University
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