Summary
Overview
Work History
Education
Skills
Certification
Online Modules
System Proficiency
Habits
Self Evaluation
References
Hobbies and Interests
Projects
Core Qualifications
Personal Information
Timeline
Generic

S Srinivasan

Chennai

Summary

Skilled professional in Capital Market experience which started carrier from 2006 to till now, I am passion to prove something new to stock market which will helf to make moey those who losed. Position requiring as Branch Manager.Regional Manager,AVP or Product trainer

Overview

18
18
years of professional experience
1
1
Certification

Work History

Dealer

Geojit Financial services Ltd
Chennai
02.2023 - 03.2024
  • Achieved notable successes in cost control, revenue generation and marketing effectiveness.

Dealer

HDFC Securities Ltd
Kanchipuram
06.2021 - 11.2021

Dealer

Axis SecuritiesLtd
10.2020 - 06.2021
  • Identifying future prospective sector and stocks to invest
  • Activated Dormant clients and converted to Margin funding facility & increased Delivery Revenue
  • Selling of smartfolio Monthly 10 (Mini Pms tick size 3 lak Geojit)
  • Maintaining good relationship with HNI,Ultra HNI,clients, advising them to invest Delivery based stocks
  • Wealth planning including LifeInsurance,Mutualfund,Sip,Unlistedstocks. stocks,Demat&trading account
  • Developing offline business through regular tele calling and meeting customer regular basis.
  • Managed 400 customers with overall portfolio of 100 Crores.
  • Opening new trading and demat account &generating revenue as per my KRA.
  • Profiling of customer and according to selling right mix of financial product.
  • Portfolio management allocation of funds different sector to increase portfolio performance for HNI clients.
  • Identifying short term positive outlook stocks which will beat nifty return per annum.

Freelancer trading

06.2014 - 09.2019
  • Trading behalf of clients with view on swing pattern
  • Max holding period was 5 to 15 days and expected profit percentage was 5%to 8%
  • Min investment 5lak max 1cr per individual advised them to invest.

HNI-Dealer

AdityaBirlamoneyltd
chenai
06.2013 - 04.2014
  • Monthly revenue generated 10X of My ctc
  • Maintaining good relationship with HNI clients, advising to invest short &long term investment based on fundamental &Technical in house recommendation
  • Cross selling of Life Insurance, health insurance ,FD, MF, Bonds, debentures , Demat& trading account
  • Quarterly achieving 10 trading account with margin of 1Lak each To meet my individual targets.
  • Explaining fundamental Like P/E ratio ,P/BV,EPS,and comparing with industry ratios to find out stock undervalued or over valued to customer
  • Reactivation of inactive trading accounts and collecting margin from customer based on profile.

Branch in charge

Muthoot Securities ltd
Chennai
04.2006 - 05.2013
  • Liaising with the Regional Manager to setup new branches and develop existing branches
  • Communicating Companys Vision and mission to staff.
  • Responsible for dealing with complex and diverse managerial problems
  • Managed 5 Dealers(Revenue Generation) and 5 Relationship manager(client acquisition)
  • Achieved trading account monthly 30 with margin 50K Avg for branch And Consistently maintained Revenue Of 5lakh (cost 2lakh)
  • Activated regular Trader& investor from 30 to 152 with in a year
  • Conducting Regular investor grievance meeting on every Saturday and solving issues.
  • Gradually increased Revenue from 50k to 5 lakh with in a year

Education

Master Of Commerce -

University of madras
01.2006

Bachelor Of Business Administration -

PMP arts and Science College
Dharmapuri
01.2003

Skills

  • Technical analysis of stocks
  • SMA
  • EMA
  • Breakout prediction
  • Identifying stocks pattern
  • Fundamentals analysis
  • Economic analysis
  • Industry analysis
  • Company analysis
  • Fibonacci Ratios
  • Recruitment
  • Training
  • Motivating
  • Supporting new joiners
  • Revenue generation
  • Portfolio shuffling
  • MTF
  • Options trading
  • TPP sales
  • Communication
  • Explaining KYC norms
  • Gathering news
  • Analyzing impact
  • Equity Valuation Analysis
  • Risk management
  • Profiling customers
  • Need identification
  • Product suggestion

Certification

  • NISM Derivative Exam cleared
  • NISM Currency Derivative Cleared (Expired)
  • NISM Securities operation & Risk management cleared
  • NISM Ampi mutual fund distributor exam cleared

Online Modules

  • Investment banking beginner Module Completed
  • Introduction to Corporate finance Module Completed
  • Financial Markets Module Completed
  • Smart English basics for Professionals Module Completed
  • Excel for beginners module Completed

System Proficiency

Ms office all tools

Habits

  • Playing chess and listening songs
  • Reading motivational books
  • Watching motivational videos

Self Evaluation

I believe that life has given variety of experiences to me which has helped to learn every aspect. I have already proved myself capable of hard and smart work, sincerity, dedication and responsibility, and am looking for something equally or more challenging Career.

References

As per request will provided

Hobbies and Interests

Keen to learn new things everyday

Projects

Fundamental analysis of cement industry shares, Predicted Target price of ACC, Price of ACC 2006 Was (3 Month data) Rs 530, I found intrinsic value is Rs 850 its undervalued (530) I have given tgt 850 it's achieved within a 6 month span.

Core Qualifications

  • Bachelor Of Business Administration, 2000-2003, PMP arts and Science College Dharmapuri, Regular
  • Master Of Commerce, 2004-2006, University of madras, Regular

Personal Information

  • Number of Children: Son & Daughter with mother
  • Date of Birth: 03/05/82
  • Gender: Male
  • Marital Status: Divorced

Timeline

Dealer

Geojit Financial services Ltd
02.2023 - 03.2024

Dealer

HDFC Securities Ltd
06.2021 - 11.2021

Dealer

Axis SecuritiesLtd
10.2020 - 06.2021

Freelancer trading

06.2014 - 09.2019

HNI-Dealer

AdityaBirlamoneyltd
06.2013 - 04.2014

Branch in charge

Muthoot Securities ltd
04.2006 - 05.2013

Master Of Commerce -

University of madras

Bachelor Of Business Administration -

PMP arts and Science College
S Srinivasan