Summary
Overview
Work History
Education
Skills
Certification
Languages
Personal Information
Awards
Volunteer Experience
References
Hobbies and Interests
Timeline
Generic
Shreyash Ray

Shreyash Ray

Mahesana,GJ

Summary

To make a positive impact in my field of activity leading to Organization growth by creative application of my value-based convictions and professional divinity by putting my all efforts in the work assigned to me in an organization where I can grow along with the organization. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Chef Branch Manager

ICICI Securities
04.2024 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Engaged employees in business processes with positive motivational techniques.

Branch Manager

HDFC Securities
03.2023 - 03.2024
  • In HDFC Securities as Branch Manager oversees and manages the operations of a branch, specifically focusing on dealing with financial securities
  • Their primary responsibilities include supervising a team of dealers, ensuring compliance with regulatory requirements, and maintaining efficient trading processes
  • Also collaborate with clients to understand their investment goals and provide expert guidance on investment strategies
  • As Branch Manager stays updated on market trends, economic news, and stock movements to make informed decisions
  • I am also monitor and analyze trading activities, manage risk, and optimize portfolio performance
  • Additionally, handle customer grievances, build strong relationships with key stakeholders, and drive business growth by promoting HDFC Securities' products and services.

Manager in Sales

Kotak Securities Ltd
07.2017 - 02.2023
  • Conduct deep-dive financial and credit analysis of various investment portfolios to evaluate potential investment opportunities in global markets Played a key role as a part of a highly skilled team of investment bankers to conduct research and financial analysis for diverse industry clients Identified and researched companies in the target market with a history of acquisitions Communicate directly with clients, delivering a presentation on a variety of topics, including current top investment themes, options education, and risk management Establish effective investment strategies for clients

Equity Dealer

Religare Broking
03.2017 - 10.2017
  • As a financial trader, you'll buy and sell shares, bonds and assets for investors, including individuals and banks
  • You'll make prices and execute trades, seeking to maximise assets or minimise financial risk.
  • Managed risk effectively through diligent monitoring of market trends and client portfolios.
  • Helped clients determine investment objectives and planned according to goals.

Senior Relationship Manager

ICICI Securities Ltd
10.2016 - 03.2017
  • Conducted comprehensive due diligence on new clients to develop a detailed understanding of the clients' businesses Contributed to the preparation of fact-based reports and materials outlining the clients' businesses, growth opportunities, and possible collaborations with buyers
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.

Education

Master of Business Administration (MBA) - Marketing

V. M. Patel Instuite of Management
06.2016

Bachelor of Technology in Mechanical - B.Tech Mechanical

SHRIDHAR UNIVERSITY
08.2013

Diploma - Mechatronics

B. S. Patel Polytechnic
06.2010

Skills

  • Team Management
  • Problem Solving
  • Leader Ship
  • Team Work
  • Branch Operations Management
  • Customer Service
  • Excellent time management skills
  • Excellent work ethic
  • Team Supervision
  • Strong team-builder
  • Employee Development
  • Decision-Making
  • Team Player
  • Staff Supervision

Certification

  • NISM Equity Deravitives
  • Insurance Distribution Agent
  • Mutual Fund distributer

Languages

English
Gujarati
Hindi

Personal Information

Date of Birth: 11/29/91

Awards

  • Top Performer in sales
  • Opening highest number of account in North Gujarat
  • 4th highest Margine and Account in Baroda Cluster
  • Highest NSB Cat 3 Winner in Gujarat
  • Star Performer of the month
  • Top 10 RM's zone wise from Gujarat getting 4th rank
  • Acquisition topper
  • Highest number of accounts as Team manager and getting Star performer in Mon metro Branches
  • Acquiring Highest number of Account in CBRL branches TOP 3 in Gujarat

Volunteer Experience

Ram Roti, Serving Food to Poor Childs & handicap People old parents who unable to Cook at Home

References

  • Nirav Upadhyaya, 7567110173
  • Rohit Jethva, 9824850937

Hobbies and Interests

  • Traveling
  • Reading
  • Learning

Timeline

Chef Branch Manager

ICICI Securities
04.2024 - Current

Branch Manager

HDFC Securities
03.2023 - 03.2024

Manager in Sales

Kotak Securities Ltd
07.2017 - 02.2023

Equity Dealer

Religare Broking
03.2017 - 10.2017

Senior Relationship Manager

ICICI Securities Ltd
10.2016 - 03.2017

Master of Business Administration (MBA) - Marketing

V. M. Patel Instuite of Management

Bachelor of Technology in Mechanical - B.Tech Mechanical

SHRIDHAR UNIVERSITY

Diploma - Mechatronics

B. S. Patel Polytechnic

Similar Profiles

CREATE PROFILE
Shreyash Ray