Travelling
VIVEK DAVDA
Equity Dealer
Rajkot,Gujarat
Summary
Accomplished Relationship Manager roles offering 6+ years of experience developing and maximizing 60% sales YOY. Diligent in building and retaining Investment accounts 96% by providing support and attentive service. Expertise in marketing strategies, product promotion and merchandising to achieve market penetration. Successful record of expanding network connections through persuasive brand imaging.
Overview
5
5
years of professional experience
3
3
Certificates
3
3
Languages
Work History
Equity Dealer
HDFC securities
Rajkot
04.2021 - Current
- I have successfully achieved an average of 108% month-over-month (MoM) growth and 130% year-over-year (YoY) growth for the sale of bank products and services. Additionally, I have exceeded the performance metrics for customer service.
- Maintained strong network of contacts in financial industry.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Sales Manager
ICICI securities
Ahmedabad
05.2019 - 11.2020
- Met with clients, delivering presentations, and educating on financial product and service features and offerings.
- Grew sales 80% MOM and boosted profits 45% MOM, applying proactive management strategies and enhancing sales training.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
Key Account Manager
KOTAK securities
Ahmedabad
04.2018 - 05.2019
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Created sales forecasts over 105% to target daily, monthly and yearly objectives.
Education
MBA - Finance
Noble Group of Institutions
Ahmedabad 08.2015 - 2017.01
Associate of Commerce - Accounting And Business Management
Saurashtra University
Rajkot 06.2012 - 2015.03
Skills
Written and verbal communication
Timeline
IRDAI Insurance agent
07-2022
NISM VA Mutual Funds Distributions
06-2022
Equity Dealer
HDFC securities
04.2021 - Current
NISM VIII Equity & Derivative
03-2021
Sales Manager
ICICI securities
05.2019 - 11.2020
Key Account Manager
KOTAK securities
04.2018 - 05.2019
MBA - Finance
Noble Group of Institutions
08.2015 - 2017.01
Associate of Commerce - Accounting And Business Management
Saurashtra University
06.2012 - 2015.03
Certification
NISM VIII Equity & Derivative
Accomplishments
- Achieved Highest Terminal Brokerage by completing 130% Year 2021 with accuracy and efficiency.
- Named "Best Relationship Manager of the Year" in 2021
- Documented and resolved Financial Planning which led to 200% sales growth MOM.
- Used Microsoft Excel to develop Portfolio valuations, draw to 25% ROI YoY on costumer equity and mutual funds investments.
Interests
Reading
Cooking
Cricket
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