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Customer Financial

Location:
Vasant Nagar, Karnataka, India
Salary:
10000£
Posted:
March 07, 2021

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Resume:

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Resume

KAMAKSHI VIJAYAKUMAR Permanent Address

Amity Temple Bay

Mob : +919********* Flat119,Subramanyapura,

Bangalore-560061

E-mail : adkqb2@r.postjobfree.com

Karnataka, India

PROFFESIONAL SUMMARY

Experienced stock broker in the market for challenging opportunities with a reputable brokering company .Ready to take knowledge and skill to help maximize revenue through stock dealing and other financial ventures CORE QUALIFICATIONS

7.5 years in the Field of Brokering & KYC.

Exceptional grasp of market trends and strategies

Exemplary customer service provider promoting company success and relationships

Understanding of securities investments financial product governing body regulations tax laws and more

Background in recording and maintaining confidential records

Achieving the sales targets.

EXPERIENCE

Business Support Executive

20/05/2013 – present

GEOJIT BNP PARIBAS Financial Services Limited, Chikmagalur, Karnataka

Promoted and sold stock brokering services and products to new and existing clients

Provided clients and management with updated and relevant information regarding stock market analytics for sound decision making

Managed client and company portfolios specializing in HNI customers

Verified and monitored stock certificates

31/10/2019

09

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Read multiple press sources each day to determine stock fluctuations

Communicated with stock brokers via telephone and email

Initiated buy and sell orders

Traded via multiple electronic trading websites

WORKSHOPS AND TRAINING ATTENDED

● INDUCTION Training 3 days in Bangalore.

● CRMS Online Business 2 days Training in Mangalore.

● Transformation Training 3 days in Banaglore.

● E Training Module on AML & Compliance 1 day training in Mangalore.

● Soft Skill Training 1 day in Mangalore.

● Personality development training in Hubli.

ACHIEVEMENTS AND AWARDS

● Regional Special Week Top Performer award in July 2015

● Monsoon Mega week Campaign award for SIP DRIVE August 2015

● Mangalyan Account Opening PAN Indian 7

th

Position Award and Selected for

Foreign trip 2016

Gatimaan Foreign Trip selected sip contests 9months 130****-****

Brokerage done in 3.5years 230****-****

CERTIFICATES

● NISM Securities Operations and Risk Management CPE with 52% ACHIEVEMENTS AND AWARDS

● Quick Start award in May 2014

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Share Dealer, BackOffice & Office Management 02/ 2012 to 04/ 2013

Aditya Birla Money Limited / Innovative Investment Chikmagalur, Karnataka

Assisted customers in making profitable and safe investments

Researched market to identify current and potential trends establishing risk mitigation and profit margin

Generated leads through various media channels

Managed customer portfolios and recorded all transactions

Verified authenticity of all documents submitted by customers

Educated customers about traders risk and suitable investment prospects Financial Advisor November 2010 to February

2012

India Infoline Ltd, Chikmagalur, Karnataka,

India

● Analyzed the customers needs to advice on new financial solutions and updated about the possible investment opportunities

● Communicate effectively with customer to offer creative financial solutions to balance the investment and revenues according to customer profile

● Worked hard to meet customer expectations, maintain relationship and build profitable solutions in order to improve their satisfaction and increase the firm customer base

● Supervised maintenance of fiscal management system; evaluated strengths and weaknesses

● Studied customers financial situations to provide best advice accordingly

● Formulated and discussed with carets personal credit opinions on accounts involving significant amounts

COMPUTER SKILLS

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● Operating system : Windows XP, 2007 and WINDOWS 8, 10

● Applications : MS Office, Tally

EDUCATION

● Course : Post Graduate Diploma in Human

Resource Management

Institute : Symbiosis College Distance Learning in SCDL, Bangalore

Karnataka, India

● Discipline : Human Resource Management

Course duration : 4 years

Year of passing : February 2013

● Course : Graduate in Bachelor of Commerce

Institute : Malnad Education Society (M E S) women college,

Chikamagalur, Karnataka, India

● Discipline : Commerce (B COM)

Course duration :3 years

Year of passing : May 2009

● Course :Pre- Univerisity

Institute : Malnad Education Society (M E S) women college,

Chikamagalur,Karnataka, India

Discipline : Commerce

Course duration : 2 years

Year of passing : March 2006

● Course : Secondary Education Examination

Institute : Gargi Vidya Niketan, Chikmagalur, Karnataka India

Year of passing : March 2004

PERSONAL PROFILE

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● Gender : Female

● Marital Status : Married

● Date of Birth : 5

th

December 1987

● Permanent Address :D/o Late A Vijayakumar,

Opp Survodhaya School,

Ist Main Road,Tippu Nagar,

Chikmagalur- 577101, Karnataka India

● Nationality : Indian

● Languages Known : English, Kannada, Hindi, Telugu & Tamil KEY COMPETENCIES

Always sharing industry knowledge, insight, resources, tactics, techniques, best practice and ideas with fellow colleagues.

Highly motivated and always seeing things through to the end.

Superb communication skills and able to give clear and concise ideas to internal and external stakeholders.

Ability to work on and manage multiple projects simultaneously JOB PREFERENCES

My experience in previous employment allowed me to gain knowledge in the use of computers, identifying and business handling with public relation with trade partners for increasing visibility share at retail outlets and coordination with staffs of different cadres to smoothly carry-out the job in an efficient manner and I am immediately available for employment.

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