Summary
Overview
Work History
Education
Skills
Certification
Competencies
Additional Information
Internship
Personal Information
Hobbies and Interests
Accomplishments
Affiliations
Current Address
Timeline
Generic
SIDDHARTH KOHLI

SIDDHARTH KOHLI

KANPUR

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Management Trainee (Payment & Cash Management)

HSBC Bank
Delhi
02.2009 - 05.2009
  • Checking of Upcountry cheques & local Cheques
  • Doing arrangements of local processing cheques to give credit to the corporate customers
  • Making error log of mistakes which is done by the vendors
  • Maintaining the records of the department
  • Maintaining records of PTF cheques.

Relationship Manager (Equity & Derivative)

Indiainfoline Securities Ltd.
Mumbai
08.2008 - 09.2008
  • Generating business through direct selling of TPP Product
  • Visiting prospective Clients to make sales / partnership presentations on the products and the company
  • Cross selling different financial products to existing customers
  • Revenue generation through sales of Mutual Funds, Portfolio Management Services, Life Insurance, General Insurance, Demat Accounts
  • Coordinating with the operations team to ensure smooth dispatch of promotional material about key products to all the prospective clients
  • Achieving Brokerage Targets set by the Organization.

Entrepreneur Relationship Manager (Equity & Derivative)

Motilal Oswal Securities Ltd.
Mumbai
05.2008 - 06.2008
Oswald Prize in a contest of designing portfolio.Oswal

Education

PGDBM -

INTERNATIONAL SCHOOL OF BUSINESS & MEDIA
BANGALORE
05-2008

B.Sc. (Math's) -

Kanpur University
04-2005

Intermediate -

Saraswati Vidya Mandir, Kanpur
04-2001

High School -

MandirSaraswati MandirMandir , Kanpur
04-1999

Skills

  • Marketing promotions
  • Business Planning
  • Customer Relationship Management (CRM)
  • Marketing
  • Business Development
  • Financial Management
  • Customer Service

Certification

  • Cleared NCFM Capital Market Dealer’s Module
  • Cleared NCFM Derivative Market Dealer’s Module
  • Cleared NCFM Capital Market Basic Module & Beginner’s Module

Competencies

Confidant, Good communication skills, Good relationship management skills. Customer oriented

Additional Information

MBA with 4 months of experience in investment advisory and 3 months experience in banking field

Internship

  • Standard Chartered Bank, Summer Trainee, Kanpur, 04/01/07, 09/01/07, Find out the new Market and generating business, To create an awareness of Standard Chartered Bank, Generating leads of prospective clients to achieve targets, To know the difference between the customer demand vis-a-vis product & service offering by bank
  • Standard Chartered Bank, Summer Trainee, Kanpur, 04/01/07, 09/01/07, Comparison between the products of Standard Chartered Bank & HDFC Bank, To find out the difference between the product of Standard Chartered Bank & HDFC Bank, Comparison between the service offering of Standard Chartered Bank & HDFC Bank, Market acceptance of HDFC Bank

Personal Information

Date of Birth: 03/02/84

Hobbies and Interests

Gardening, Reading Books & Games

Accomplishments

IndiainfolineSaraswatiSaraswatioswalmotilalDematDemat

I got first prize in Innovation Management project from Wipro.

Affiliations

  • I did communication course & memory building course.
  • I joined an Internal Finance Conference.
  • I did one month project with Shoppers’ Stop as a customer care associate.
  • I am very much active in share trading.

Current Address

17 - M.I.G. , BARRA - 6 , KANPUR - 208027

Timeline

Management Trainee (Payment & Cash Management)

HSBC Bank
02.2009 - 05.2009

Relationship Manager (Equity & Derivative)

Indiainfoline Securities Ltd.
08.2008 - 09.2008

Entrepreneur Relationship Manager (Equity & Derivative)

Motilal Oswal Securities Ltd.
05.2008 - 06.2008

PGDBM -

INTERNATIONAL SCHOOL OF BUSINESS & MEDIA

B.Sc. (Math's) -

Kanpur University

Intermediate -

Saraswati Vidya Mandir, Kanpur

High School -

MandirSaraswati MandirMandir , Kanpur
SIDDHARTH KOHLI