Manager Assistant
Resume:
Curriculum vitae
MANIROMA SENAPATI
Faridabad, Haryana
E.Mail:************@*****.***
Mob no: 989*******
PROFILE
Around 9 years of Experience in Wealth manager in equity and commodity
Arbitrage trading in stock broking sectors.
Work Experience and Exposure:
1. Presently Working with Bonanza Portfolio ltd as a Wealth
manager Jan. 2008 to till date.
2. Worked with Kassa Finvest pvt.ltd. as a assistant wealth
manager Aug. 2005 to Dec 2008
3. Worked with Angel Broking Ltd. As assistant portfolio manager,
Sep.2002 to July.
2005.
CAREER OBJECTIVE
Qualified and experienced financial planner seeks and achievements-driven
opportunity create and maintain profitable relationship with clients while
maximizing investment strategies designed to achiver their financial goal.
Qualification:
Academic:
. 10th Passed with 65% from Orissa
. 12th Passed with 59% from Orissa
. B.Com from Utkal University with in 2002.
. MBA finance in maharshi Dayananda University.
. Certified Financial Planner in ICICI Direct.
. Financial modeling in going now( Aspire now) college.
TECHNICAL KNOWLEDGE:
> MS. Words, MS Excel,
> Internet, prowess share market soft ware
> Accounting Software latest tally.
> Many type of software use in study technical and fundamental chart
study.
Strengths:
1. To do financial planning of the customer.
2. Assist clients in making informed decision.
3. Experience in mutual fund, security, commodity, insurance and
equity in cash and future.
4. To visit and advice the customer on day to day basic for
all his need.
5. To get customers investment done his portfolio.
6. Track customers portfolio continuously.
7. Convey research reports to the customer.
8. Communicate complex information to clients to make them
aware of their options .
8. Buy and sell call to my customers in proper time.
9. Co- ordinate with central team for any service.
10. Identify new segments as per customer requirement.
11. Build relation with various potential clients.
12. Watching international market before trading and analysis
them properly.
13. Taking knowledge from various chart, soft ware and analysis
them properly.
14. Handling customers properly by maximize profit and minimize
their losses.
15. Devise and execute business development strategies to attract
and acquire new clients.
16. Conduct in-depth reviews of clients financial circumstances
and future goal.
Personal Details
Husband's Name : Mr Sanjib Senapati
Date of Birth : 20th May 1981
Marital Status : married
Nationality : Indian
Languages Known : English, Hindi & Oriya
Hobbies : Reading business standard and watching
CNBC news
Channel and research in stock market.
Quality : hardworking and result orient
:
Exp Salary : Negotiable
DECLARATION : I here by declare that all the information
furnished
Above by me are true to the best of my
knowledge.
Date:
Place: New Delhi
MANIROMA SENAPATI
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