Manager Customer

ADITYA KUMAR GUPTA

K **, World Bank, Barra, Kanpur 208 027; Contact: +91-879*******; Email: *****.***.********@*****.***

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PROFILE

Sincere & diligent professional with knowledge of Investment Options, Depository Services and Financial Markets, Accounting, etc. Currently Spearheading with Kotak Securities Limited as an Associate.

Solutions oriented approach with excellent relationship management skills. Ability to manage relationships from executive level people at the customer to technical contributors of the organization.

Successfully and consistently delivering the responsibilities of Revenue Generation, Profitability, Market Share and Customer Satisfaction.

Ability to articulate the value proposition of key industry messages & technologies in the area of unified communication. Proficient problem solver and keen strategist with comprehensive skills set to develop business plans and drive implementation in real time sales environments.

Results-oriented leader committed to inspire and motivate team members, successfully manage multiple priorities, and perform under pressure in a fast-paced, rapidly changing environment.

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PROFESSIONAL EXPERIENCE

KOTAK SECURITIES LIMITED, MORADABAD Since Apr2010- Dec2010

Client Servicing

Handle trading operations in capital & derivative markets while monitoring clients portfolio performance and rendering sustained advisory services for securing high ROI.

Analyze stocks technically using various tools and trading software; analyzing daily stock charts, portfolios thereby understanding the market dynamics

Study equity and derivatives market and trading online keeping in view the market pulse and speculation.

Identify & analyze customer’s requirements by maintaining active & comprehensive conversation.

Ensure customer issues are promptly addressed, documented and resolved in a timely and professional manner and passed them to correct channels.

B.M.A. Wealth Creators Ltd., Kanpur Since Jan2011

Relationship Manager

Handle trading operations in capital & derivative markets while monitoring clients portfolio performance and rendering sustained advisory services for securing high ROI.

Analyze stocks technically using various tools and trading software; analyzing daily stock charts, portfolios thereby understanding the market dynamics

Study equity and derivatives market and trading online keeping in view the market pulse and speculation.

Identify & analyze customer’s requirements by maintaining active & comprehensive conversation.

Ensure customer issues are promptly addressed, documented and resolved in a timely and professional manner and passed them to correct channels.

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EDUCATIONAL CREDENTIALS

P.G.D.M. (Finance & IT) 2010

Dr. Gaur Hari Singhania Institute of Management & Research, A.I.C.T.E., 64%

NCFM Derivative Module 2010

NSE

NCFM Capital Module, 2009

NSE

B. Sc (Electronics & Mathematics), 2007

D.B.S. College, Chattrapati Sahuji Maharaj University, Kanpur, 54%

XII (Science & Mathematics), 2004

S.P.I.C. Kanpur, U.P. Board, 66%

X (Science), 2002

C.N.I.C. Kanpur, U.P. Board, 57%

Computer Proficiency

MS-Office, Windows XP/7, Networking, Internet Application, Provess, Capital Line, SQL

Summer Internships

2 months on “Comparative analysis of 5 large cap fund with I.D.F.C. Mutual fund and Investor perception towards Mutual Fund” at I.D.F.C., A.M.C., Kanpur

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Extra Curricular Accolades

Recipient of the 1st Position in a Science Competition on Chemistry.

Achieved 2nd Position in City Level G.K. Competition

Had been a Cultural Head for Freshers 2009 in GHSIMR

Participated in several Debate Competitions

Date of Birth: 5th August 1988

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