VISHAL KANOJIA
Mumbai
Summary
A highly motivated and proactive individual, with exposure to the broking industry and capital market, and working in different departments. Solid understanding of technical and fundamental analysis, with thorough hands-on experience with derivatives and strategies. Looking for constant learning and challenges to upscale and add value to the organization as well.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Management Trainee
Motilal Oswal
04.2024 - Current
- Having a holistic exposure to various departments, such as the Private Client Group, Investment Products, and Equity Research, and handling multiple projects.
- Generated trade ideas and actionable insights for the research team. Developing a high-probability strategy in Nifty and BankNifty.
- Client acquisition and different strategies to manage client portfolios, order placing on dealer terminal.
- Maintaining PMS books at an organizational level, and creating an industry trend report of mutual funds for investment product teams.
- Conducted research on fintech firms and analytics to enhance community engagement.
Grievance Desk Executive
HDFC Securities LTD.
05.2021 - 08.2022
- Understanding customers' concerns and issues faced.
- Assisting them with alternatives and addressing their queries in the given turnaround time, via mail or calls, walk-in customers, and KYC.
- Given floor assistance to a newly trained batch of 17 executives.
Education
Post Graduate Diploma in Management -
MET Bandra
Mumbai03-2024
Bachelor's - Accounting & Finance
Ghanshyamdas Saraf College
Malad12.2020
Higher Secondary Certificate -
Durgadevi Saraf College
Malad12.2017
Skills
- Technical analysis
- Financial analysis
- Derivatives strategies
- Relationship Management
- Financial Modeling
- Client support
- Quick learner
- Microsoft Excel
Certification
- NISM-Series-XV: Research Analyst Certification
- NISM-Series-VII: Equity Derivatives Certification
- NISM-Series-VA: Mutual Funds Certification
- NISM-Series-XXIA: Portfolio Management Service Certification
- Bloomberg Market Concept & Portfolio Management
Timeline
Management Trainee
Motilal Oswal
04.2024 - Current
Grievance Desk Executive
HDFC Securities LTD.
05.2021 - 08.2022
Post Graduate Diploma in Management -
MET Bandra
Bachelor's - Accounting & Finance
Ghanshyamdas Saraf College
Higher Secondary Certificate -
Durgadevi Saraf College
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