Atul Nagdive

Financial Planner

E-mail: adkshr@r.postjobfree.com

Address:

***, ******** *****, ******* ****, Yavatmal, Maharashtra State, India - 445001

Home Phone:

+91-982*******

+91-702*******

Synopsis

I am a Financial Planner and a Sub Broker of Bonanza Portfolios. Registered and licensee of National Stock Exchange & Bombay Stock Exchange. NISM Certified consultant for the financial investments of the client. Expertise’s in Mutual Funds, PMS, PE, Bonds, Mortgage, Structured Products, Equities and derivatives. Risk Management Services, Initial Public Offering, Online Fund Transfer, E-Contract, BEAT, Insurance, Loans

Experience

Experience

Experience

Experience

BONANZA PORTFOLIO LTD – (FINANCIAL SERVICES) - Proprietor

Yavatmal June 2012- to present

Roles & Responsibilities:

Financial Planner and Consultant at Bonanza Portfolio LTD.

Achieve healthy revenues without compromising on client’s profitability

Achieved business targets in terms of cross-selling, enhancing & upgrading the HNW relationships. Providing financial planning & investment advice.

Cater to primarily selling Equity based investment products Insurance, Mutual Fund & SIP

Identifying customer needs, assessing their risk appetite and providing them investment options.

Acquiring, nurturing, growing, and strengthening relationships within the Affluent and HNI segment of clients in order to meet business objectives.

Organize social get-togethers, seminars and meetings with the FOs/UHNIs periodically up skilling of the clients.

Responsible for activation of trading account (D-mat) of clients, assisting new entrants in the equity market to understand the dynamics of market.

Provide training on the Financial Software applications and installations of the software on the client’s systems and phones.

Maintain daily client s activity and provide updates on market trends.

Follow guidelines of Compliance and Risk management

Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.

Ensure resolution of client queries within TAT.

Activate dormant clients.

Maintained a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.

SARA SECURITIES PVT. LTD.(CASHIER)Part Time Feb 2016 To Jan 2018

Collect the daily cash from the cash point of Maharashtra State Electricity Board.

Check the cash & its denomination.

Fill the bank deposit slip as per denomination.

Deposit the cash into the Bank of Maharashtra.

TULIP GARDEN RESTAURENT (Kitchen Helper) (Dec. 2019-May 2021)

• Clean and sanitize kitchen including work surfaces and safety procedures.

• Clean cupboards, storage areas, appliances and equipments, remove kitchen garbage and trash

• Sanitize and wash dishes and other items by hand.

• Use manual and electrical appliances to clean, peel, slice and trim foodstuffs.

• Wash, peel and cut vegetables and fruit, sharpen kitchen knives.

• Organize and manage buffets and banquets. Sweep, mop, wash and polish floors.

• Receive, unpack and store supplies in refrigerators, freezers, cupboards and other storage areas.

• Sweep, mop, wash and polish floors.

• Use manual and electrical appliances to clean, peel, slice and trim foodstuffs.

• Supervise and check assembly of trays. Take customers' orders, Serve customers at counters.

• Keep records of the quantities of food used.Portion and wrap foods; Package take-out food.

• Stock refrigerators and salad bars and prepare heat and finish simple food items.

ADITYA BIRLA MONEY LTD – (STOCKS & SECURITIES)Relationship Manager - Dec 2010 to Jun 2012

Client acquisition – Capturing new HNI/UHNI clients

Active management of clients to - achieve the targets, keep them informed about market changes and subsequent changes to portfolio

Generated brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.

Undertook new client & new channel acquisition and facilitated channel development

Achieved targeted profitability &generated fee income for the branch

Contributed strategic customer satisfaction initiatives through profitability and service

Ensured policy adherence and documentation all the customers and clients

Supervised and ensured all activities are in adherence as per Compliance & Risk.

Prepared and formulated periodic MIS daily, weekly, monthly reports.

Ensure the KPI’s, KRA’s and the targets of the organization are met

Attain maximum reach of investment ideas/stock calls initiated

INDIA INFOLINE LTD –(Securities)Relationship Manager- July 2006 to - July 2010

Responsible for advising DEMAT & Trading A/c opening process

Responsible for collating Margins on account & Selling Equity / Mutual Fund

Maintained client relationship and provide them best service.

Ensured that the defined productivity targets on service levels, quality parameters are met consistently.

Ensured complete and accurate resolution within the defined TAT.

Lead a team of 8 professionals, to ensure the KPI’s, KRA’s and the targets are met.

Maintained daily, weekly, monthly and quarterly reports.

Responsible to build and maintain strong, long-lasting client relationships ensuring highest level of customer satisfaction

Managed the development, implementation, and evaluation of recruiting practices and procedures, and supervised and coordinatedthe recruiting and staffing activities

Developed a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors

Experienced in IT requisitions of stock market applications

Serve as the lead point of contact for all customer account management matters.

Accountable for servicing the clients on all aspects of delivery (In terms of staffing).

Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors.

Keeping customers and clients updated and setting up of an advisory to for beneficial investment proposals on the stock markets

Ensured all activities are in adherence as per Compliance & Risk.

Achievements, Certifications

and

Awards

NISM Certified at the NATIONAL INSTITUE OF SECURITIES MARKET of INDIA in 2017

Hired a peanut factory April 2019 to December 2019 in Maharashtra Industry Development Corporation Of Kalam District Yavatmal peanuts processing. (peanuts and grains).

Participated in inter college Athletics Competitions during 1990-91.

Secured 2nd position in 400mt Hurdles at the held by the Maharashtra state athletic championships.

Volunteer Experience:

• Yavatmal District Amateur Athletic Association, Maharashtra, India.(Sports Promoter and member).

• Yoga and Meditation Centre at Yavatmal, Maharashtra, India.(Instructor) Free of Cost, Pay back society.

Educational

Qualifications

B.Com (1994) – Amravati University

Certified wealth manager at the National Institute of Securities Market.

Personal Profile

Date of birth 24th September

Fathers name Mr. Hemchand Nagdive

Marital Status Married

Nationality Indian

Language Proficiency Speak, read and write English, Hindi &Marathi

Declaration

I solemnly declare that all the information furnished in this document is free of errors to the best of my knowledge.

Signature

Atul Nagdive

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