Swikar Dave
Ahmedabad
Summary
Dynamic Senior Manager with extensive experience at Motilal Oswal Financial Services, specializing in portfolio management and investment strategies. Proven track record in driving revenue growth through market research and financial analysis. Adept at enhancing customer satisfaction and resolving complex issues, leveraging strong problem-solving abilities and financial acumen.
Overview
26
26
years of professional experience
Work History
Senior Manager
Motilal Oswal Financial Services Ltd
Ahmedabad
11.2023 - Current
- Managing clients' portfolio, equity, and derivatives segment.
- I analyzed customer profiling products, PMS, and AIF services for our HNI clients.
- Third-party investment products (unlisted stocks, mutual funds, insurance)
- Directed market research and analysis to identify trends and inform business decisions. Developed strategies to drive revenue growth and maximize profitability.
- Regularly evaluated customer satisfaction levels by surveying the customer base and analyzing the results.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Manager-Private Client Group- Dealing
Kotak Securities Ltd.
04.2011 - 10.2023
- Investor Relationship and Specialization in Equity and Derivatives Stock Broking Trading.
- Managing the PCG Clients' Portfolio in the Equity and Derivatives segment.
- Dealing/Advising HNI clients
- Third-party investment products (unlisted shares, mutual funds, bonds, PMS, insurance, unlisted stocks).
- Analyzing Financial Statements
- Financial risk management strategies.
- Ensuring a quick resolution to the mapped customer's query and concern.
Relationship Manager
ANAND RATHI SHARES AND STOCK BROKERS LTD.
08.2009 - 12.2010
- Managing PMS services of HNI Clients
- Third- party Investment products (Mutual Fund, Bonds, PMS, Insurance, Bonds, Deposits)
- Dealing in Equity Accounts Base of Advance Brokerage and open New Offline Accounts
- Corporate broker of HDFC Home loan, Personal Loan, Car Loan
Assistant Area Sales Manager
MAP WORLDWIDE SERVICES.
07.2008 - 07.2009
- To Arrange meeting with Electrical Consultant and Contractor for Presentations of Products and benefits
- Selling products Direct lightning Arrester, Maintenance free Earthing , Surge protection etc
- Achieving targets in accordance with the branch
Assistant Business Development Manager
TATA AIG LIFE INSURANCE CO. LTD.
11.2007 - 06.2008
- Recruit, Motivate and Activate team of financial advisors
- Achieving targets in accordance with the branch targets
- Implementing promotional activities for recruitment and business purpose
- Arrange weekly unit meeting and analyze the performance of advisors
- Helping advisors to excel in business and also provide back office support for the same
- Managing corporate events for bulk sourcing
Unit Manger
ICICI PRUDENTIAL LIFE INSURANCR CO LTD.
04.2007 - 10.2007
- Recruit, Motivate and Activate team of financial advisors
- Achieving targets in accordance with the branch targets
- Implementing promotional activities for recruitment and business purpose
- Arrange weekly unit meeting and analyze the performance of advisors
- Helping advisors to achieve maximum business and also provide back office support for the same
- Managing corporate events for bulk sourcing
Senior Officer
FULLERTON INDIA CREDIT COMPANY LTD
11.2006 - 04.2007
- Managing Back office & Admin tasks
- Direct marketing of All types of Finance need
- Also working on the leads provide by the company
- Solving the customers query and giving them further information pertaining to loans
- Doing Customer point verification
- Doing collections of delayed payments
Sales Officer
HDFC BANK LTD
02.2005 - 11.2006
- Mobilizing retail business from walking customers for Savings accounts, Current accounts, Demat accounts and Salary accounts
- Cross selling products such as Mutual funds, Insurance and Credit Cards
- Generated leads through Tele calling to existing preferred customers
- Acquiring knowledge of Finware System
- Acquiring business through corporate calls for Credit Cards
Marketing Officer
HBL GLOBAL PVT LTD
06.2000 - 02.2005
- To Handle IPMS (Investment Portfolio Management Service) for Birla Sun Life Insurance Co
- Ltd
- & HDFC Standard Life Insurance Co Ltd
- Direct marketing of Retail Liability products Likes Saving Accounts, Current Accounts, Fixed Deposit Accounts, Merchant Services Account, E-Broking Account , Demat Account
- Responsible for the training of fresher give training regarding Liabilities
- Managing primary back office operation
- To visit the customers for further information required by them
Account Executive
INFINITE FINANCIAL SERVICES PVT. LTD
07.1999 - 06.2000
- Managing primary back office work
- Share trading on NSE terminal
- Data entry of client share transfer form
Education
SEBI - INVESTOR CERTIFICATION EXAMINATION - Financial Planner
NISM
Mumbai 06-2024
NISM- VIII STOCK MARKET EQUITY DERIVATIVES -
NISM
Mumbai 12-2023
Commerce Graduate -
G.B. Shah Commerce College
Gujarat01.1999
Skills
- Financial analysis
- Financial management
- Investment analysis
- Portfolio management
- Market research on equity derivatives
- Customer relationship management
- Investment strategies
- Risk assessment
- Profit and loss management
- Problem solving
Languages
- English
- Hindi
- Gujarati
Hobbies and Interests
- Listening music
- Traveling
- Playing Cricket
Personal Information
- Date of Birth: 01/02/79
- Nationality: Indian
- Marital Status: Married
Areas Of Interest
- Stock Market Analysis
- Banking and Finance
- Investment Planner
Languages
English
Beginner
A1
Hindi
Beginner
A1
Gujarati
Beginner
A1
Disclaimer
I hereby declare that all the information furnished is true to the best of my knowledge and belief.
Timeline
Senior Manager
Motilal Oswal Financial Services Ltd
11.2023 - Current
Manager-Private Client Group- Dealing
Kotak Securities Ltd.
04.2011 - 10.2023
Relationship Manager
ANAND RATHI SHARES AND STOCK BROKERS LTD.
08.2009 - 12.2010
Assistant Area Sales Manager
MAP WORLDWIDE SERVICES.
07.2008 - 07.2009
Assistant Business Development Manager
TATA AIG LIFE INSURANCE CO. LTD.
11.2007 - 06.2008
Unit Manger
ICICI PRUDENTIAL LIFE INSURANCR CO LTD.
04.2007 - 10.2007
Senior Officer
FULLERTON INDIA CREDIT COMPANY LTD
11.2006 - 04.2007
Sales Officer
HDFC BANK LTD
02.2005 - 11.2006
Marketing Officer
HBL GLOBAL PVT LTD
06.2000 - 02.2005
Account Executive
INFINITE FINANCIAL SERVICES PVT. LTD
07.1999 - 06.2000
SEBI - INVESTOR CERTIFICATION EXAMINATION - Financial Planner
NISM
NISM- VIII STOCK MARKET EQUITY DERIVATIVES -
NISM
Commerce Graduate -
G.B. Shah Commerce College
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