Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Hobbies and Interests
Strengths And Soft Skills
Languages
Timeline
Generic

SUREKHA DEEPAK KHODE

Pune

Summary

Results-driven Dealer Relationship Manager with extensive experience in financial analysis and client relationship management. Proven ability to execute trades and provide customized investment solutions that boost client satisfaction. Skilled in market research and informed decision-making, fostering robust client connections.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Dealer Relationship Manager

Profitmart Securities Pvt Ltd
pune
12.2021 - Current
  • Managed client portfolios, delivering customized investment solutions for diverse needs.
  • Conducted market research to identify trends and inform investment strategies.
  • Handled NFO, NSE Cash, Options, and Futures transactions efficiently.
  • Facilitated effective communication with clients to enhance satisfaction and engagement.

Dealer

LKP Securities Ltd
punw
05.2013 - 07.2017
  • Executed equity and derivative trades to optimize portfolio performance.
  • Provided market guidance to clients for informed investment decisions.
  • Delivered customer support to address inquiries and resolve issues effectively.

Dealer

Angel Broking Ltd
01.2012 - 02.2013
  • Processed trades and supported operations.

Dealer

Suniti Investment
04.2010 - 08.2011
  • Executed trades and maintained customer relations.

Education

B.Com -

ABHINAV COLLEGE
Ambegaon Pune
01.2013

H.S.C -

VIT Jr. College
Pune
01.2010

S.S.C -

Ramrajya Madhyamik Vidyalay
Pune
01.2008

Skills

  • Financial analysis and investment strategies
  • Trade execution
  • Portfolio management
  • Client relationship management
  • Market research and trading operations
  • NSE cash and derivatives expertise
  • Compliance knowledge
  • Communication skills
  • Problem solving and relationship building
  • Customer relationship management

Certification

NISM Series VIII: Equity Derivatives Continuing Professional Program

Personal Information

  • Date of Birth: 01/05/91
  • Marital Status: Married

Hobbies and Interests

  • Reading
  • Listening to Music
  • Dancing

Strengths And Soft Skills

  • Result Oriented
  • Honest
  • Adaptable
  • Time Conscious
  • Positive Attitude
  • Strong Management Skills
  • Deadline-Focused

Languages

English
Upper Intermediate (B2)
B2
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2

Timeline

Dealer Relationship Manager

Profitmart Securities Pvt Ltd
12.2021 - Current

Dealer

LKP Securities Ltd
05.2013 - 07.2017

Dealer

Angel Broking Ltd
01.2012 - 02.2013

Dealer

Suniti Investment
04.2010 - 08.2011

B.Com -

ABHINAV COLLEGE

H.S.C -

VIT Jr. College

S.S.C -

Ramrajya Madhyamik Vidyalay
SUREKHA DEEPAK KHODE