Viral Shah
D 303, Dharti Silver, Near Mansarovar, IOC Road, Chandkheda, Ahmedabad, 382424, India
Summary
Dynamic Senior Manager with a proven track record at Kotak Securities Ltd, excelling in client relationship management and strategic market analysis. Recognized with multiple awards for outstanding performance, I drive revenue generation and enhance client satisfaction through tailored investment strategies and exceptional communication skills. A self-motivated leader committed to achieving excellence.
Overview
17
17
years of professional experience
4012
4012
years of post-secondary education
1
1
Certification
Work History
Senior Manager, PCG Branch
Kotak Securities Ltd
Ahmedabad
07.2014 - Current
- Managing Ultra HNI Clients and achieving profitability and enhancing efficiency.
- Contributed in business growth by client acquisition, focusing on Revenue Generation with Equity Products and cross sales of Third Party Products like MF, PMS, AIF & Insurance, consistently meeting and exceeding targets.
- Analyzing market trends to inform clients about strategic decision-making and create profitable strategies.
- Achieved the prestigious CEO Award (F.Y.2014-15) and MD Award (F.Y.2016-17) for Top Performers in PAN India for CDR ~ PCG Vertical.
- Secured multiple monthly and quarterly R&R (Rewards & Recognition) Awards Winner for outstanding performance and Highest KRA and Other KRAs Parameters.
Senior Executive
J M Financial Services Ltd.
Ashram Road Branch - Ahmedabad
01.2011 - 06.2014
- Cultivated strong client relationships, providing expert financial services and investment advice.
- Analyzed market trends and advised clients on optimal investment strategies.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Investment Advisor
Angel Broking Ltd
Chandan Branch Ahmedabad
04.2010 - 12.2010
- Advised clients on investment strategies and portfolio management.
- Analyzed market trends to guide investment decisions for diverse clients.
- Developed comprehensive financial plans tailored to client objectives.
- Provided personalized investment recommendations to clients, aligning with their financial goals and risk tolerance.
- Facilitated seamless trading operations and addressed client inquiries promptly.
Relationship Manager
Religare Securities Ltd.
Maninagar Branch - Ahmedabad
09.2009 - 03.2010
- Managed client relationships to ensure satisfaction and retention.
- Assisted clients with investment strategies and portfolio management.
- Managed a portfolio of client accounts, focusing on retention and cross-selling financial products.
- Developed strategies to enhance customer satisfaction and engagement.
Executive
Angel Broking Ltd.
Mehasana Branch
06.2008 - 08.2009
- Dealing with Clients and focus on client Servicing.
- Supported branch operations and assisted senior advisors with daily tasks.
- Gained foundational knowledge of stock market, Branch operations and client servicing.
Education
BBA - Management
North Gujarat University - Patan
Kadi, India 06.2005 - 04.2008
Higher Secondary Certificate - H.S.C. in G.S.E.B.
Mehsana , India Secondary School Certificate - S.S.C. in G.S.E.B.
Mehsana , India Skills
- Client relationship management
- Strategic market analysis
- Revenue generation
- Portfolio management
- Fast learner
- Self motivated to accept new challenges and Work Hard
- Good interpersonal, communication and organizational skills
Certification
- NISM VIII A - Equity Derivatives Certificate
- NISM V A - Mutual Fund Distributors Certificate
- NISM I A - Currency Derivatives Certificate
- IRDAI Insurance Certificate
Accomplishments
- Recognition Received From Mr. Kamlesh Rao - CEO of Kotak Securities Ltd for being a Top Performer in PAN INDIA in CDR~PCG Vertical
- CEO AWARD - F.Y. 2014-15, Kotak Securities Ltd..
- MD AWARD - F.Y. 2016-17, Kotak Securities Ltd.
- Multiple times Monthly and Quarterly R&R Winner
- Insurance Contest Winner: Power Play 3.0 Winner, Lakshya 3.0 Winner
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Personal Details
- Birth Date: 13 July 1988
- Gender: Male
- Marital Status: Married
- Nationality: Indian
- Hobbies: Travelling, Listening Music and Socializing.
Timeline
Senior Manager, PCG Branch
Kotak Securities Ltd
07.2014 - Current
Senior Executive
J M Financial Services Ltd.
01.2011 - 06.2014
Investment Advisor
Angel Broking Ltd
04.2010 - 12.2010
Relationship Manager
Religare Securities Ltd.
09.2009 - 03.2010
Executive
Angel Broking Ltd.
06.2008 - 08.2009
BBA - Management
North Gujarat University - Patan
06.2005 - 04.2008
Higher Secondary Certificate - H.S.C. in G.S.E.B.
Secondary School Certificate - S.S.C. in G.S.E.B.