Sec School Financial Advisor

K. M. Ravikumaran.

Tel: +91-824*******

E-Mail: ****.**********@*****.***

PROFESSIONAL SYNOPSIS

A competent professional with over 12 years of experience in Financial market.

Expertise in Capital and Derivative Segment, Currency Segment & Commodity Segment.

Experienced in Monitoring & Placing orders and all backend process .

An effective communicator with good relationship management skills with ability to relate to people at any level of business.

Handling customer inquiries, complaints, questions and payment service

requests. Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.

EMPLOYMENT PROFILE

Since Sep’ 2005 Capstocks& Securities Ind Pvt Ltd., Senior Executive

Coimbatore.

Roles and Responsibilities:

Talking to clients about their current finances and future plans.

Researching financial products.

Explaning details of products to clients.

Placing order and update to clients time to time

Dealing with client enquiries.

Producing financial reports.

Since Nov’ 2007 Navia Markets Ltd., Senior Relationship Executive

Coimbatore.

Roles and Responsibilities:

Placing Orders and update time to time

Researching financial products.

Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives.

Handling customer inquiries, complaints, questions and payment service

requests. Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.

Successfully conducted and launched IPO of the company.

Developed relationships and to manage all operations activities for allocated accounts.

Reviews clients accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassesment.

Follow and collected Cheques to cleared debits from client accounts.

Updating clients transactions on daily basis.

Explain to individuals and groups the details of financial assistance available to college students, such as capital market, currency and commodity market.

Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

Since Sep’ 2012 AnandRathi Financial Services Limited., Equity Dealer-

Investment services

Coimbatore.

Roles and Responsibilities:

Placing Orders and update time to time

Researching financial products.

Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.

financial market trends to ensure that plans are effective, and to identify any necessary updates.

Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives.

Handling customer inquiries, complaints, questions and payment service

requests. Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions.

Since Mar’ 2014 Veracity Financial Services Ltd., Senior Dealer

Coimbatore.

Roles and Responsibilities:

Placing Orders and update time to time.

Researching financial products.

Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

Generating New accounts.

Handling customer inquiries, complaints, questions and payment service

Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.

Since Aug’ 2016

Worked as a Dealer in Franchisee-Navia Markets Ltd.,

Scince Sep’2018

At present doing Business - Organic products

ACADEMIC CREDENTIALS

Bachelor of Business Administration

Percentage obtained: 60%

From Annamalai University, Chidambaram.

.

Higher Secondary

Percentage obtained : 70%

From Metro Matriculation Hr. Sec School, Mettupalayam.

S.S.L.C

Percentage obtained : 60%

From Holy Angels Matriculation Hr. Sec School, Mettupalayam

IT SKILLS

MS-office (word, excel,ppt)

Computer Based Accounting

PERSONAL DETAILS

Date of birth : 20th October 1984

Passport Number : N8099560

Father Name : K. Murugesan.

Marital status : Married.

Language known : Tamil, English, Telugu.

Address for communication : 2c Co-Operative colony

Karamadai Road,

Mettupalayam - 641301

Place: Coimbatore. K.M.Ravikumaran

Date:

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