Vibhor Nigam
Bhopal
Summary
Conducted comprehensive market research and analysis to identify investment opportunities and trends. Advised clients on customized investment strategies tailored to their financial goals and risk profiles. Executed trades on behalf of clients, ensuring optimal timing and execution to maximize returns. Continuously monitored market trends and provided timely updates and insights to clients. Ensured strict compliance with regulatory requirements and industry standards in all transactions and recommendations. Fostered strong client relationships, offering ongoing support and addressing concerns to enhance satisfaction and trust. Successfully opened demat accounts, providing clients with seamless onboarding experiences. Managed high-margin accounts with investments up to ₹1 Crore, delivering tailored financial solutions. Promoted and sold mutual funds, offering both SIP and lump sum investment options to cater to diverse client needs. Sold insurance products to help clients safeguard their financial futures with the right coverage. Sold Investment Advisory Plans (IAP), delivering strategic insights and personalized investment recommendations to clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Executive
Motilal Oswal Financial Services
Bhopal
05.2024 - Current
- A total of 3 crore worth of 54EC capital gain bonds are sold.
- Open Demat trading accounts, mutual funds, unlisted shares, bonds, Intelligence advisory products
- Managing customers at the counter while guaranteeing a high level of client satisfaction.
- Distributing the work among the team and helping the other team members in solution definition.
- Outstanding teamwork and communication abilities, enthusiasm, and quick learning curve for new technologies.
- Capability to adapt new tools and applications.
- Capable of multitasking and being at ease in a fast-paced work environment while attending to several projects or problems at once.
- Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.
Officer Trainee
STOCK HOLDING CORPORATION OF INDIA LTD
Jaipur
05.2023 - Current
- Developed and implemented cutting-edge marketing tactics that mirrored the dynamic and varied approach needed for the Corporate Relationship and drove business promotion and considerable offline and online traffic.
- Actively participated in industry conferences and events, fostering a network of influential contacts, and staying abreast of market trends.
- Worked regularly with cross-functional teams to guarantee smooth business operations, demonstrating the coordination and teamwork abilities essential.
- Produced strong business leads in a variety of financial products with success, demonstrating the varied product expertise and sales savvy needed to succeed.
- Producing leads for stockholding products such as bonds, insurance, mutual funds, LAS, NPS, gold rush, and gold.
- Skillfully prepared customized quotations and proposals that demonstrate a capacity to comprehend and satisfy the needs of a wide range of clients.
- Sourcing new clients through networking and cold calling.
- Upkeep and updating of the client database.
- Marketing of Stockholding Products/Services to Institutions/Corporations/Retail Clients.
- StockHolding is a subsidiary of IFCI Limited and was established as a public limited company in 1986. Prominent financial institutions and banks, including LIC, GIC, IFCI Ltd., SU-UTI, NIA, NIC, UIC, and TOICL, own our equity capital. In India, we are the pioneers of Demat services. Our e-stamping service has simplified the process of paying government fees. For the purpose of collecting stamp duty on a pan-Indian basis, StockHolding serves as a Central Record Keeping Agency (CRA) in 24 States and Union Territories. An innovative and safe web-based tool called e-Stamping makes document stamping more convenient for the general population. It offers an electronic way to pay stamp duty to the government and does away with the requirement for actual stamp paper.
Sales Executive(Intern)
Sriram Life Insurance
Bhopal
06.2022 - 08.2022
- Sales policy and talk to customers and understand the administration activities, as well as responsible for making the sales of home and auto insurance, and making the appropriate changes to policies requested by the policyholders.
- Sriram Life Insurance was on an incredible journey of absolute faith and commitment to financially empower the underserved segments of society, especially in rural and semi-rural regions of India.
Food and Beverage Executive
ITC Windsor
Bangalore
11.2020 - 03.2021
- Anticipate staffing and planning requirements, being proactive in preparing for meetings and bookings.
- Used problem-solving and communication techniques to address client doubts while keeping an eye on the team that the supervisor was in charge of being aware of the administrative tasks.
- ITC Windsor is the first hotel in the world to achieve LEED Zero Carbon certification, ITC Windsor epitomizes 'Responsible Luxury' - environmentally conscious guest experiences without compromising luxury.
Education
MBA - Marketing & Human Resources
Jagran lakecity University
Madhya Pradesh, IndiaSenior Secondary Education - Class 12th
WorldWay International School
Madhya Pradesh, IndiaSecondary Education - Class 10th
Gyan Sagar International School
Madhya Pradesh, IndiaB.Sc. - Hospitality & Hotel Administration
Indian Institute of Hotel Management
Himachal Pradesh, IndiaSkills
- Lead generating Mind
- Quick learner
- Adaptability
- Communication
- Problem-solving
- Leadership
- Managing conflicts
- CRM
- Teamwork
- Negotiation
- Persuasion
Certification
- NISM-Series-V-A: Mutual Fund Distributors
- NISM-Series-VI: Depository Operations
- NISM-Series-VII: Securities Operations and Risk Management
Extracurricular Activities
Junior Filmmaker program participant Got the appreciation Letter from the General Manager of ITC Windsor Runner Up in Table Tennis Competition Held at IHM, Hamirpur Player From NDCA (Narmadapuram Division Cricket Association) Emerging intern in Shriram Life Insurance
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Financial Services Executive
Motilal Oswal Financial Services
05.2024 - Current
Officer Trainee
STOCK HOLDING CORPORATION OF INDIA LTD
05.2023 - Current
Sales Executive(Intern)
Sriram Life Insurance
06.2022 - 08.2022
Food and Beverage Executive
ITC Windsor
11.2020 - 03.2021
MBA - Marketing & Human Resources
Jagran lakecity University
Senior Secondary Education - Class 12th
WorldWay International School
Secondary Education - Class 10th
Gyan Sagar International School
B.Sc. - Hospitality & Hotel Administration
Indian Institute of Hotel Management