Swapnill Gamare
New Panvel
Summary
A seasoned Equity trading professional with 15+ years of experience in handling trading activities on both NSE & BSE. Evaluate client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
13
13
years of professional experience
Work History
Back Office Assistant
The Money Mart Partnership Firm
Mumbai
01.2011 - Current
Roles & Responsibility:
Handling of equity trading activities for both BSE & NSE independently
Monitoring day to day operations
Punching Trades for clients
Maintaining Regular Relations with clients
Handling all products of mutual funds & Liquiloan
Doing online purchase, redemption & switch of clients
Attending clients queries & complaints
Co-ordination with internal sales steam for various queries & updates
Sending emails to clients for valuation report monthly basis
Back Office Assistance
Gopani Securities & Investment Pvt Ltd
- Handling Demat Account
- Handling IPOs
Back Office Assistance
Maitri Stock Broking Pvt Ltd
- Handling Demat Account,
- Handling equity trading activities
Education
B.Com -
K.J.Somaiya College of Arts & Commerce
Mumbai05-2005
Skills
- Portfolio Management
- Client Relations
- Good communication skill
- Optimistic approach and willingness to learn as much as possible
- Relationship Building
Additional Qualification
Passed NISM certification
Company Description
Where I would be guided and provided with an opportunity to move ahead towards my goals.
Personal Information
- Date of Birth: 08/01/82
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Hobbies and Interests
Dancing, singing, listening music etc...
Languages
English, Hindi, Marathi
Timeline
Back Office Assistant
The Money Mart Partnership Firm
01.2011 - Current
Back Office Assistance
Gopani Securities & Investment Pvt Ltd
Back Office Assistance
Maitri Stock Broking Pvt Ltd
B.Com -
K.J.Somaiya College of Arts & Commerce
Similar Profiles
Nicholas MarfoNicholas Marfo
Sales representative at Money expert in partnership with BTSales representative at Money expert in partnership with BT
Dave McHattieDave McHattie
Financial Services Representative at National Money MartFinancial Services Representative at National Money Mart
MARIYA ANTONYMARIYA ANTONY
Financial Sales Representative at National Money MartFinancial Sales Representative at National Money Mart
Aishwarya Vilas ShindeAishwarya Vilas Shinde
Senior Roto artist at R2 VFX studioSenior Roto artist at R2 VFX studio
VIKAS BHIKA SAPKALEVIKAS BHIKA SAPKALE
Direct Sales Associate at BASIC Enterprises Pvt. Ltd.Direct Sales Associate at BASIC Enterprises Pvt. Ltd.