POST KAVATHE PIRAN, NEAR DATTA
AMAR SHANKAR BHOSALE TEMPLE, SANGLI - DUDHGAON ROAD,
KAVATHE PIRAN SANGLI 416417
CITIZENSHIP: INDIA 9922574482 / 9860103059
DATE OF BIRTH: 02 AUGUST 1986
[email protected] CERTIFICATIONS
21 Dec 2020 WORK READINESS - SOFT SKILL TRAINER
CONDUCTED BY ESKILLINDIA & NATIONAL SKILL DEVELOPMENT
CORPORATION INDIA.
PROFESSIONAL SKILLS CERTIFICATION
2019 NISM SERIES XV : RESEARCH ANALYST CERTIFICATION EXAMINATION
CONDUCTED BY NATIONAL INSTITUTE OF SECURITIES MARKETS (NISM).
2015 NISM SERIES VIII : EQUITY DERIVATIVES CERTIFICATION EXAMINATION
CONDUCTED BY NATIONAL INSTITUTE OF SECURITIES MARKETS (NISM).
EDUCATION
2006 BACHELOR OF ARTS (B.A.)
- 2008 SHIVAJI UNIVERCITY, KOLHAPUR.
2002 HSC
- 2003 KASTURBAI WALCHAND COLLEGE, SANGLI.
1999 SSC
- 2001 SCHOOL NAME, HINDKESARI M. M. HIGH SCHOOL, KAVATHE PIRAN.
ADDITIONAL EDUCATION
2005 JOURNALISM
- 2007 YASWANTRAO CHAVAN OPEN UNIVERSITY (SANGLI).
2007 COMPUTER HARDWARE & NETWORKING
- 2009 (2 YEAR’S COURSE HARDWARE & NETWORK MANAGEMENT)
KEERTI COMPUTER INSTITUTE, JOGESHWARI EAST, MUMBAI.
2003 COMPUTER BASIC
- 2005 APTECH COMPUTER INSTITUTE SANGLI.
WORK EXPERIENCE
21 Dec 2020 RELATIONSHIP MANAGER
02 Jun 2022 - POLICYBOSS.COM (MAGIC FINMART)- SANGLI.
Major accomplishments:
Developing advisor and motivating talent within the channel
Strategy building for sustainable and profitable growth by managing both top
line and bottom line.
Conducting training program for products knowledge & developing a second in
line team and motivating.
Persistency strategy making and key focus areas for the achievement of goals.
Prepare monthly and annual action plans to achieve team goals.
20 Dec 2016 RELATIONSHIP MANAGER - BANCA SALES
- 18 Dec 2020 - STAR HEALTH AND ALLIED INSURANCE LIMITED - SANGLI.
Major accomplishments:
Build relation with bank employees and provide product training in branch.
Provide product training to new joined employees and help on field.
Sourcing & deepening relationships from the existing customer base of Bank
customers.
Selling health insurance products to bank customer base as per customer need.
Selling health insurance products to bank customer base as per customer need.
Servicing and generating references from the partner bank Channel customer
base.
10 Feb 2012 NSE EQUITY & DERIVATIVE DEALER
- 15 Dec 2016 - ANAND RATHI SHARES & BROKING PVT. LTD. - SANGLI.
Major accomplishments:
Advising clients with regards to their Investments in Equity & Derivatives stocks,
place orders on their behalf.
Building relationships with the client & educating them about Investments
Responsible for achieving brokerage and TPP product target
Independently generating and researching trading ideas in equity stock and
derivative segment.
Responsible for portfolio selection, asset allocation, and trade execution for over
80 investment trading accounts composed of stocks, bonds, and mutual funds.
Communicating with sell-side research analysts & Company research team to
gather more company-specific information.
16 Apr 2007 RELATIONSHIP MANAGER - PREFERRED BANKING
- 09 Feb 2012 CITI BANK. - (MUMBAI - THANE WEST).
Major accomplishments:
Offer Private Banking / Wealth management services through products like
mutual funds, insurance, Bonds and Demat accounts.
Sourcing CASA, Generation of referrals from existing clients.
Meeting and personal discussion with customers to understand their investment
need and sell needs-fulfiller products.
Communicating with sell-side research analysts & Company research team to
gather more company-specific information.
ACTIVITIES
AND
INTERESTS
Internet PERSONAL PROJECT: PROGRAMING VB’S
AMC PROJECT (WINDOWS SOFTWARE ASP.NET, C#3.0/4.0, ADO.NET, HTML 5.0,
JAVASCRIPT, SQL, JQUERY RELATED SOFTWARE).
Automobile CARS IN GENERAL, SPORTS CARS, RACING.
Traveling Mumbai, Pune, Tiruanantpuram, Kerala & Karnataka.
Online Derivative options hedging strategy’s, Monthly Fixed earning.
Training strategy’s, Options trading parameters, Technical chart reading.
E-BOOKS
WRITING
1 CFA - A TOTAL BEGINNER’S GUIDE EBOOK
2 EQUITY TECHNICAL & FUNDAMENTAL RESEARCH ANALYST - A COMPLETE
BEGINNER’S GUIDE EBOOK
3 VALUATION APPROACH & METHODOLOGIES EBOOK
LANGUAGES
Marathi FLUENT
MOTHER TUNG
English BASIC
Hindi FLUENT
