SATISH KUMAR. P
Kalyani Nagar, Bala Nagar, Hyderabad
Email: aczjhi@r.postjobfree.com
Mobile: +91-850*******
Personal Details
First Name Satish Kumar
Nationality Indian
Education Masters of Business Administration
Date of Birth 12-Oct-1980
Martial Status Married
Passport Number G1649441
Objective
Build career with a Multinational Corporation with committed and dedicated people in a healthy and competitive environment preferably in international exposure. I am motivated with strong will and determination to work as a key player in a team of challenging and creative environment.
Software Skills
Oracle Applications 11i- General Ledger, Accounts Payables, Accounts Receivables
MS Word, Ms Excel, Windows 98/XP
Experience Details
ZENMoney Broking Services Pvt Ltd OCT2016 – till date
Zen Money insurance is new initiative from Zen Money Group. ZenMoney is 27 years old, professionally managed and one of leading retail financial services companies based out of Hyderabad. Zen Money is an ethical player with highest level of integrity in the retail financial service sector. ZenMoney Insurance brings same level of commitment and integrity to the Insurance broking. As an Insurance Broking Company, Zen Money Insurance is mandated to represent the client and provide the client with best possible insurance solutions from among the various options available with different insurance companies, as opposed to an agent who deals with/ represents only one insurance company and not the client.
Designation: Executive Incharge
Tasks Carried Out:
Generating Insurance Quotations from All Insurance Companies which we are doing Business.
Providing quotes for all Retail Insurance Products
After generating quotations follow up the quote’s or leads
Arrange the medicals where ever required
Daily checking the proposal status online / offline
Any additional requirement for insurance company will follow up and bring it to insurance companies
After completion of policy will check the policy / cards status and get insurance companies and TPA’s.
Policy updations like the changes in policy / endorsements
BEZEL SECURITIES PVT LTD NOV2013 – Dec2015
BEZELGROUP is a full service brokerage house providing comprehensive advisory services to its clients under one roof, enabling you to manage all your financial needs. We have expertise in advisory services in both cash and derivatives sides of the capital markets. BEZELGROUP also provides commodity trading through its group subsidiaries, and is a member of the MCX and NCDEX. The services are offered under total confidentiality and integrity with the sole purpose of maximizing returns to our clients.
Designation: Franchisee Manager
Tasks Carried Out:
Experience in trading of all Exchanges like NSE, MCX and NCDEX in Online Division.
Obligations in Pay-in, Payouts of Funds and Securities.
Limit setting for current day trading for all my franchisee clients.
We also giving the advice on new coming IPO’s and existing stocks.
Mainly our clients are trading in Cash and Derivative markets.
BMA WEALTH CREATORS JUNE2012 – OCT2013
A financial services provider, BMA Wealth Creators specializes in extending customized financial solutions to individual and corporate. The Company works towards understanding the financial ambitions of its clients and adjusts to its risk profile accordingly. Our expertise combined with thorough understanding of the financial markets results in appropriate investment solutions for all.
Designation: Franchisee Manager
Tasks Carried Out:
Experience in trading of all Exchanges like NSE, BSE in Online Division.
Obligations in Pay-in, Payouts of Funds and Securities.
Limit setting for current day trading for all my franchisee clients.
We also giving the advice on new coming IPO’s and existing stocks.
KOTAK SECURITIES May2011 – MAY2012
Kotak Securities Ltd., a subsidiary of Kotak Mahindra Bank, is one of the oldest and largest stockbrokers in the Industry. Our offerings include stock broking services for stock trading through the branch and Internet, Investments in IPO, Mutual funds and Portfolio management services.
Designation: Asst. Manager for Client Servicing
Tasks Carried Out:
Experience in trading of all Exchanges like NSE, BSE in Online Division.
We provide “KEAT Pro X” trading Software for our online Division clients.
Obligations in Pay-in, Payouts of Funds and Securities.
Limit setting for current day trading for all clients.
Attending the client quarries about shares, balances, Terminal Demo’s and A/c openings.
We also giving the advice on new coming IPO’s and existing stocks.
ARIHANT CAPITAL MARKETS LTD., April2010 – April2011
Arihant Capital markets Ltd are committed to giving their customers the best services and holding to our core values, which always place our client's interests first. Our goal is to create wealth for our retail and corporate customers through sound financial advice and appropriate investment strategies.
Designation: Dealing and Customer Support
Tasks Carried Out:
For new branches opening we have find the investors and give them full details on this and follow-up with Head Office with sufficient documents of respective persons.
Organizing the online trading for whole clients of the organization.
Experience in trading of all Exchanges like NSE, BSE, and Commodity.
Obligations in Pay-in, Payouts of Funds and Securities.
Branches follow up for debt collection.
Limit setting for current day trading for all clients in main terminal.
Attending the client quarries about shares, balances and A/c openings.
We provide the services of portfolio management service for all Clients.
We also giving the advice on new coming IPO’s and existing stocks.
WAY 2 WEALTH BROKERS Pvt. Ltd.: Dec2009 - Mar2010
Way2Wealth is one of India’s ‘Premier Investments Consultancy Firms’, known for making investing simpler, more understandable and profitable for the investors. We offer a wide range of products & services viz: Equity, Derivatives, Currency Futures, Commodities Trading, IPO's, Mutual Funds, Portfolio Management Services & Depository Services all under one roof, for the convenience and benefit of our customers.
Designation: Dealing and Customer Support
Tasks Carried Out:
Experience in trading of all Exchanges like NSE, BSE, and Commodity.
Obligations in Pay-in, Payouts of Funds and Securities.
Limit setting for current day trading for all clients in main terminal.
Attending the client quarries about shares, balances and A/c openings.
We provide the services of portfolio management service for all Clients.
We also giving the advice on new coming IPO’s and existing stocks.
KAUSHAL EQUITY MANAGEMENT & RESEARCH (P) LTD., JAN/2007 – NOV2009
We also provide advisory services to corporates on raising domestic and foreign capital. We work closely with clients and advice on capital allocation and raising possibilities that would aid company growth and shareholder wealth.
Tasks Carried Out :
Experience in trading of all Exchanges like NSE, BSE and Commodity.
Data collection, integration, processing and analytics based on the data
Creation/Maintenance of fundamental, technical, quantitative analytical models
Daily data transfers on technical and quantitative factors
Database implementation of historical financial statements
Operational and marketing data management
We cover a selected universe of stocks and perform analysis to choose stocks.
Investment decision will implement to all clients on fair allocation method.
We give the advice to the clients on the Indian stocks also, if any one wants.
ZEN SECURITIES LTD Nov/2003 – Dec/2006
Zen Securities Limited is one of the leading Hyderabad based financial services companies - providing Financial and Investment related Services and Products.
The Company commenced its membership on The NSE, BSE,HSE as a proprietary concern of M/s K. Ravindra Babu, which was converted to a Limited company in February 1995 to Zen Securities Ltd.
Designation: Dealing and Customer Support
Tasks Carried Out:
Organizing the online trading for whole clients of the organization.
Experience in trading of all Exchanges like NSE, BSE and Commodity.
Obligations in Pay-in, Payouts of Funds and Securities.
Branches follow up for debt collection.
Attending the client quarries about shares, balances and A/c openings.
We provide the services of portfolio management service for all Clients.
We also giving the advice on new coming IPO’s and existing stocks and Mutual Funds.
PROJECT:
I done my project “THE GUNTUR DISTRICT MUTUALLY AIDED CO-OPERATIVE UNION MILK PRODUCTS & PRODUCERS SANGAM DAIRY, JAGARLAMUDI and TENALI”: on the topic of “WORKING CAPITAL MANAGEMENT.”
DISCRIPTION:
The company is maintaining the sufficient amount as a working capital to face their day- to – day transaction into the company. I was checked out for the period of 5 years from financial year 1995 to 2001. In this duration there is no disturbance in day- to-day transaction to maintain working capital for the company.
Certification and Achievements
Awarded in NCFM Dealer (CASH, F&O) Module Examination in the stock market.
Awarded in IRDA Examination as a Financial Advisor in August 2009.
Education
Master of Business Administration 2001-2003
Akkineni Nageswara Rao College
Nagarjuna University,
Gudivada, India.
Bachelor of Science 1997-2000
Sadhana Degree College,
Kakatiya University, Khammam, India