Financial Services Manager
CurrentTo provide the complete Financial Planning to the HNI Customers.
Aug 2023 - Present
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Arvind Kumar Dwivedi Email & Phone Number
Manager at Kotak Securities Ltd.
at
Kotak Securities
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Manager at Kotak Securities Ltd.
Location
New Delhi, Delhi, India
Who is Arvind Kumar Dwivedi? Overview
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Quick answer
Arvind Kumar Dwivedi is listed as Manager at Kotak Securities Ltd. at Kotak Securities, based in New Delhi, Delhi, India. AeroLeads shows a matched LinkedIn profile for Arvind Kumar Dwivedi.
Arvind Kumar Dwivedi previously worked as Financial Services Manager at Kotak Securities and Sr. Financial Advisor at Religare Financial Services Ltd.. Arvind Kumar Dwivedi holds Master Of Business Administration (Mba), Finance from Pune Institute Of Business Management.
Company email context
Email format at Kotak Securities
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Kotak Securities
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Profile bio
About Arvind Kumar Dwivedi
Aspiring to have a challenging position in a stimulated environment where my skills can be utilized for personal as well as organizational growth and to gain more knowledge in both fields of business and administration.Professional preface:-• A dynamic individual with highly motivated & positive attitude towards life,• Skilled with creativity and initiatives to achieve set goals.• A proactive learner with a flair for adopting emerging trends & addressing industry requirement's to achieve organizational objectives & probability norm's.• Possess exceptional team spirit thereby helping in easy achievement of organizational & personal goals.• An effective communicator with excellent relationship building & interpersonal skills.
Listed skills include Team Management, Microsoft Excel, Management, Market Research, and 10 others.
Current workplace
Arvind Kumar Dwivedi's current company
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3 roles
Arvind Kumar Dwivedi work experience
A career timeline built from the work history available for this profile.
Sr. Financial Advisor
Religare Financial Services Ltd.
* Financial Planning for the customers,* To provide a solution to the customers for their financial needs,* Acquiring new active trading HNI and Ultra HNI clients,* Work well in a team and derive team whenever needed,* To Deliver the desired revenue target numbers, * Maintain Clients information in CRM,* Keep regularly updated with market momentum's,* Generate the revenue from Equity products for the company,* Promoting our products and services keeping in mind our strengths,* Converting and generating revenue from stop trading customers,* Preparing and maintaining trading reports and all relevant MIS.
Nov 2016 - Jul 2023
Financial Advisor
* Provide regular advisory services to the clients for equity and other products,* Generate revenue from Equity and commodity products for the company,* To provide financial solutions to the customers for their financial needs,* Interaction with clients with research call, advisory to keep clients active and increase the revenue, * Cross selling to existing customers and acquisition of new customers,* Promoting our products and services, keeping in mind our strengths,* To systematically exicute the sales process to facilitate delivery of revenue target,* Preparing and maintaining all relevant MIS.
Dec 2013 - Oct 2016
7 education records
Arvind Kumar Dwivedi education
Master Of Business Administration (Mba), Finance
Pune Institute Of Business Management
Bachelor Of Business Administration (Bba), Finance
Six Months Vocational Course In Hotel Management., Btk, Qtk, & Atk, Front Office, House Keeping And Service., A+
Institute Of Hotel Management- Bhopal
12Th, Argriculture
Govt. H. S. School Chandra Nagar
10Th, Common
Govt. H. S. School Chandra Nagar
Certifications In Indian Stock Market., A
Certification Course., Financial Modelling.
Investment Banking Institute Delhi
FAQ
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Quick answers generated from the profile data available on this page.
What company does Arvind Kumar Dwivedi work for?
Arvind Kumar Dwivedi works for Kotak Securities.
What is Arvind Kumar Dwivedi's role at Kotak Securities?
Arvind Kumar Dwivedi is listed as Manager at Kotak Securities Ltd. at Kotak Securities.
Where is Arvind Kumar Dwivedi based?
Arvind Kumar Dwivedi is based in New Delhi, Delhi, India while working with Kotak Securities.
What companies has Arvind Kumar Dwivedi worked for?
Arvind Kumar Dwivedi has worked for Kotak Securities, Religare Financial Services Ltd., and Reliance Capital | Reliance Group.
How can I contact Arvind Kumar Dwivedi?
You can use AeroLeads to view verified contact signals for Arvind Kumar Dwivedi at Kotak Securities, including work email, phone, and LinkedIn data when available.
What schools did Arvind Kumar Dwivedi attend?
Arvind Kumar Dwivedi holds Master Of Business Administration (Mba), Finance from Pune Institute Of Business Management.
What skills is Arvind Kumar Dwivedi known for?
Arvind Kumar Dwivedi is listed with skills including Team Management, Microsoft Excel, Management, Market Research, Microsoft Powerpoint, Microsoft Word, Customer Service, and Leadership.
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