Insurance Agent Customer
Resume:
CURRICULUM VITAE,
Name SAPTARSHI MITRA Mobile: 987-***-****
FLAT 2B.
Email: ******@*****.**.**
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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