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Insurance Agent Customer

Location:
Kolkata, WB, India
Posted:
September 16, 2014

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Resume:

CURRICULUM VITAE,

Name SAPTARSHI MITRA Mobile: 987-***-****

FLAT 2B.

Email: acfyqr@r.postjobfree.com

***, ******* **** ****

KOLKATA-700061

CAREER OBJECTIVE:

To become an important and integral part of an Organization where my

abilities can be utilized to enhance the growth prospects and efficiency of

the Company along with my potential

SKILL SUMMARY

> TO MAINTAINED COMMUNICATIONS AT ALL LEVEL OF MANAGEMENT.

> ABILITIES TO PERFORM BEYOND THE SCOPE OF DUTIES IF SITUATION DEMAND

> DEMONSTRATED ABILITY TO MAKE GOOD DECISIONS, SOLVE PROBLEMS AND

DRIVE FOR RESULTS.

> PROVEN TRACK RECORD AS AN INDIVIDUAL THAT LEARNS QUICKLY, IS SELF-

MOTIVATED AND A TEAM PLAYER.

> PROFICIENT IN MICROSOFT EXCEL, WORD, AND POWER POINT.

> ABILITIES TO WITH STAND HEAVY PRESSURE AND TO MEET DEADLINES

RESPONSIBLE, AGGRESIVE AND AFFABLE TO ACCEPT CHALLENGES

> EXCELLENT SKILLS IN COMPUTER APPLICATIONS

> WELL VERSED WITH MARKET TERMS AND TRADING PROCEDURES

> SHARP ANALYTICAL SKILLS

PROFESSIONAL EXPERIENCE:

SMC GLOBAL SECURITIES LTD

(EXECUTIVE OPERATION) - OCTOBER 2013 TO PRESENT

JOB PROFILE

> Maintaining a high level of customer satisfaction.

> Able to build collaborative working relationships with junior

staff to get the best out of them.

> Ensuring that a positive image of the company is projected at all

times.

> Reviewing and improving operating procedures.

> Keeping customer records up to date.

> Troubleshooting any problems that occur.

> Maintaining accurate administrative, filing and record keeping

systems.

JM FINANCIAL SERVICES LTD

EQUITY TRADER & BACK OFFICE EXCUITIVE FROM DECEMBER-2008 TO

SEPTEMBER 2013

JOB PROFILE

> Dealing client and making trade on behalf of them.

> Built healthy relation with the client

> According to the information provided by analyst made recommendations on

buying and selling stocks.

> Collection of Margin money from client and deposit the same to Company

account .

> Visit client place whenever required.

> Accept physical stock certificates

> Complete other demat related services

> Manage and review portfolios

> Follow up on leads from potential customers

> Identified trading techniques that will bring more income to the client

STANDARD CHARTERED SECURITIES (INDIA) LTD

DEALER FROM MAY 2006 TO NOVEMBER 2008.

JOB PROFILE

> Perform demat related activities.

> Ensuring proper focus on all markets/ products to achieve target.

> Identifying prospective clients, generating business from existing

accounts & achieving targets.

> Ensuring maximum customer satisfaction by providing quality services.

> Punching orders in odin

> Bought and sold stocks on behalf of the owner

BEHAVIOUR SKILL :

> Take decision quickly.

> Interactive with people.

> Positive mental attitude.

> Give full attention in my job.

ADDITIONAL ACUMEN :

> Having NCFM certificate of Capital market, Derivatives market &

Depository operations module

> MBA(Finance)

> Got IRDA authorised insurance agent licence

ACADEMIC QUALIFICATION:

Examination Board/University Year Division

B.Com North Bengal 1995 General

University

Higher Secondary W.B.C.H.S.E 1993 2nd

Madhyamik W.B.B.S.E 1991 2nd

PERSONAL DETAILS:

Date of Birth : 3rd june, 1975.

Sex : Male

Language Known : Bengali, Hindi & English.

Marital Status : Single.

Nationality : Indian

Religion : Hinduism

Hobbies : Listen Music & Watching Cricket and Football.

Date :

Place :

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