STEVEN JOHN CHIPPADA
Financial Advisor
Bhandup West
Summary
Looking out for opportunities in Customer service in Logistics. Experience in customer handling, maintaining relations with shipping lines.
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Motilal Oswal Financial Services
04.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Import and Heavy warehouse Intern in Auditing department
Air India Cargo
01.2010
- Maintaining Records of cargo loading in Air India warehouse.
- Checking challans and octroi for goods and issuing them the gate pass.
Equity Advisor/ SME (Subject Matter Expert)
ICICISECURITIES
03.2021 - 05.2022
- Tracking Global markets and understanding the risk and strategy for Indian markets
- Advising clients about various strategies to hedge and minimize their losses.
- Making them explain the risk in current market situation.
- Guiding them to use our best features such as ONE CLICK DERIVATIVE, PAYOFF ANALYZER, OPTIONS CALCULATOR
- Building rapport with HNI clients and recommending good stocks
- Providing regular updates to clients.
Equity dealer
Dhanki securities pvt ltd.
01.2019 - 01.2021
- Clients call and trade.
- Aftermarket cross selling of commodities, mutual funds, etc.
- Explaining clients about different options strategies, building rapport with HNI clients
Event Manager
Prachi Decorators & Caterers
01.2015 - 01.2019
- Assisting customers and providing various offerings based on their requirement.
- Managing the laborers and making sure everything works smoothly throughout the event.
- Communicating and coordinating with various vendors for their services during the event and maintaining relation with them.
Customer Service
Sutherland Global Services for Lodha Developers
01.2013 - 01.2015
- Providing details of Lodha Projects to the customers and inviting them to visit the site.
- Setting appointments with the onsite executive to close the deals.
- After on site visit reaching out to customers to understand their experience and feedback of our services.
Airport Ground Staff for Singapore Airlines
Livewell Aviation Pvt. Ltd.
06.2011 - 07.2013
- Checking in customers.
- Overlooking loaders and making sure the customer baggage is loaded on the plane and keeping records of it in the CRM – SITA.
Customer Service Department
Rushmi Logistics Pvt. Ltd.
01.2008 - 01.2010
- Maintaining CLPs of every customer
- Feeding details of delivered and undelivered cargo in CRM – Starship beacon.
- Sending stuffing & loading confirmation.
- Marketing for Raymond fabrics ltd & Pidilite ltd.
Education
Diploma - air cargo & courier management
01.2010
H.S.C. - undefined
St. Xavier’s high school & jr. College
01.2006
S.S.C. - undefined
St. Xavier’s high school & jr. College
01.2004
No Degree - Commerce
SikkimManipal University
Mumbai 04.2001 -
Skills
Good Communication skills
Certification
NISM Series- Commodity Derivatives Certification Examination
Timeline
NISM Series- Commodity Derivatives Certification Examination
10-2022
Financial Advisor
Motilal Oswal Financial Services
04.2022 - Current
Equity Advisor/ SME (Subject Matter Expert)
ICICISECURITIES
03.2021 - 05.2022
Equity dealer
Dhanki securities pvt ltd.
01.2019 - 01.2021
Event Manager
Prachi Decorators & Caterers
01.2015 - 01.2019
Customer Service
Sutherland Global Services for Lodha Developers
01.2013 - 01.2015
Airport Ground Staff for Singapore Airlines
Livewell Aviation Pvt. Ltd.
06.2011 - 07.2013
Import and Heavy warehouse Intern in Auditing department
Air India Cargo
01.2010
Customer Service Department
Rushmi Logistics Pvt. Ltd.
01.2008 - 01.2010
No Degree - Commerce
SikkimManipal University
04.2001 -
H.S.C. - undefined
St. Xavier’s high school & jr. College
S.S.C. - undefined
St. Xavier’s high school & jr. College
Diploma - air cargo & courier management
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