Manager Sales

Curriculum Vitae

ANKIT KAPOOR

Ph. 993-***-****, 896*******

E-mail: **************@*****.***

Address: C-381, Sector B, Mahanagar, Lucknow-226006

CAREER OBJECTIVE:

To achieve responsible and challenging position that will provide potential

for personal as well as organizational growth.

WORK EXPERIENCE:

Currently working as a Business Associate with Ashika Stock Broking Ltd.

Work Profile:

i) Acquisition of fresh clients in terms of opening of

Demat cum Trading Accounts.

ii) Generating revenues through churning the client's

portfolios.

iii) Working as a Financial Consultant.Providing investment tips

to the clients.

Period: ( October 21st 2011-Till Date)

Previous Company: SHAREKHAN LTD

Previous Designation: Assistant Manager Sales

Job Profile:

1. Handling a team of 8-10 people working as Management Trainees (on

commission basis).

2. Acquisition of fresh clients in terms of opening of Demat cum Trading

Accounts.

3. Working in accordance to the targets provided.

4. Working with the team as a whole and motivating the trainees to obtain

business smartly.

5. Maintaining healthy relationships with the existing clients of the

organization:

i) Solving out the clients queries on regular basis.

ii) Timely providing online software Demos to the clients.

iii) Providing assistance to the clients regarding investing in

different financial products.

iv) Acquisition of fresh funds by motivating the clients to

invest more in Stock Market.

Period: ( April 21st 2010 - August31st 2011)

Previous Company: YES BANK LTD (Lucknow Branch)

Previous Designation: Client Sales Partner

Job Profile:

1. Marketing and Sales of the CASA Products under the Liabilities Section

of the branch.

2. Maintaining relationships with the existing customers of the Bank.

3. Selling Third Party Products of Max New York Life Insurance Company

Ltd.

Period: (Sep 10th 2008 - Dec 31st 2009)

Previous Company: RELIGARE SECURITIES LTD (Lucknow Branch)

Previous Designation: Relationship Manager

Job Profile:

1. Marketing and sales of Equity products like Demat A/c, Trading A/c

2. Monitoring and Handling Equity Portfolio of HNIs

3. Providing daily technical and fundamental research reports to clients.

4. Reporting to Territory Manager

Period: (June 2nd 2007-Aug 31st 2008)

. Worked as on the job trainee with SHAREKHAN, Lucknow for 6 months.

. Worked as an Insurance Advisor in AVIVA Life Insurance (sept.06-

. Achievements -certificate from Branch Manager, won a wrist watch and

coffee mug set.

PROFFESSIONAL QUALIFICATION:

Post Graduate Diploma in Business Management (P.G.D.B.M), (2005-07) from

Institute of Productivity and Management, Lucknow (recognized by AICTE).

Area of Specialization: Finance

SUMMER PROJECT UNDERTAKEN:

PROJECT TITLE: Customer's awareness of Sharekhan and its market

penetration.

ORGANIZATION: SHAREKHAN, LUCKNOW

EDUCATIONAL QUALIFICATION:

B.Com: From Lucknow University in 2004

Intermediate: From Spring Dale College in 2001, Lucknow

High School: From Spring Dale College in 1999, Lucknow..

WINTER TRAINING PROJECT UNDERTAKEN:

Completed 1 month winter training with SEETA Portfolio Ltd, Lucknow and

project undertaken was "comparative study of Mutual Fund".

EXTRA CURRICULAR ACTIVITIES:

Participated in IPM fest as well as during school days.

Assistant Coordinator during IPM founders day celebration 2005-2006.

PERSONAL DETAILS:

Father's Name: Anil Kapoor

Date of Birth: 27/03/1983

Language Known: Hindi & English

Gender: Male

Area Of Interest: Listening music, playing cricket

References: Mr. Gaurav Chhabra (Territory Manager Sales)

Sharekhan Ltd, Lucknow 983-***-****)

Mr. Anubhav Sharma (Placement

Incharge) Oil and Petroleum Studies,Dehradun 983-***-****).

Place:

Date:

(ANKIT KAPOOR)

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