Vinay Ratnakar Acharya
Mumbai
Summary
Dedicated and adaptable professional with a strong work ethic and effective communication skills. Proactive attitude and ability to learn quickly. Eager to contribute to a dynamic team and support organizational goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Associate -Customer Service
Raise Financial Services
08.2024 - Current
- Handling and resolving customer queries.
- Take customer feedback across various touch points through voice support and be part of other channels like Email and Chat.
- Handle customer complaints and provide appropriate solutions and alternatives within the scope.
- Update records of customer interactions and actions taken as disposition.
- Work with all internal stakeholders: your team, managers, product, growth, risk, KYC, compliance, and tech.
- Maintained up-to-date knowledge of industry trends and regulations.
COMMODITIES & CURRENCIES ADVISOR
Motilal Oswal Financial Services
Mumbai
05.2022 - 08.2024
- Provided technical support for trading platforms, ensuring smooth operation and promptly addressing technical issues.
- - Conducted research and analysis on commodities and currency markets to offer insights on market trends, news, and trading opportunities.
- - Advised on risk management strategies, including stop-loss orders, hedging techniques, and margin requirements.
- - Maintained a thorough understanding of various commodities and currency products, including their characteristics, trading hours, and associated risks.
- - Ensured compliance with regulatory requirements, including KYC in client interactions and transactions.
- - Collaborated with sales, research, and compliance departments to coordinate efforts and ensure seamless client support and service delivery.
Digital Relationship Manager
HDFC SECURITIES
Mumbai
08.2021 - 05.2022
- - Opened demat accounts through provided leads, resulting in a 20% increase in new account activations.
- Established and maintained strong client relationships, leading to a 15% growth in equity product sales, such as mutual funds, stocks, and SIP.
- Actively sold third-party products, including insurance, effectively contributing to the generation of leads for savings accounts.
Education
B.Com - Financial Markets
Vivek College of Commerce
01.2021
12th - English
Maharashtra01.2017
10th - English
Maharashtra01.2016
Skills
- Back Office Operations
- Advanced Excel
- MS Office Word
- Financial Operations
- Financial Markets
- Risk Management
- Fund Management
- Fundamental Analysis
- Fundamental Research
- MS Office
- Compliance
- Corporate Actions
- KYC Operations
Certification
- Blockchain Basics
- NISM-SERIES-8 Equity Derivatives Valid upto May 2025
- NISM-SERIES-I Currency Derivatives Valid upto June 2025
- NISM-Series- XVI Commodity Derivatives Valid upto August 2025
- NISM-VII Securities Operations And Risk Management Valid upto October 2026
- INVESTMENT Planning And Asset Management CFP LEVEL 1 Valid upto May 2025
- Broker Operations Management -NISM
Languages
English, Hindi, Kannada
Languages
Hindi
First Language
Timeline
Senior Associate -Customer Service
Raise Financial Services
08.2024 - Current
COMMODITIES & CURRENCIES ADVISOR
Motilal Oswal Financial Services
05.2022 - 08.2024
Digital Relationship Manager
HDFC SECURITIES
08.2021 - 05.2022
- Blockchain Basics
- NISM-SERIES-8 Equity Derivatives Valid upto May 2025
- NISM-SERIES-I Currency Derivatives Valid upto June 2025
- NISM-Series- XVI Commodity Derivatives Valid upto August 2025
- NISM-VII Securities Operations And Risk Management Valid upto October 2026
- INVESTMENT Planning And Asset Management CFP LEVEL 1 Valid upto May 2025
- Broker Operations Management -NISM
B.Com - Financial Markets
Vivek College of Commerce
12th - English
10th - English
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