Deepak Gowda Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

Develop and deliver training modules on stock broking, wealth management, investment strategies, and financial markets.Customize training programs to meet the specific needs of trainees, including beginners, intermediate learners, and experienced professionals.Conduct interactive workshops, seminars, and webinars covering topics such as equity trading, portfolio management, risk assessment, and regulatory compliance.Provide practical insights and real-world examples to enhance understanding and application of concepts.Offer guidance and mentorship to trainees, assisting them in building skills and confidence for career advancement in the financial services industry.Conducted thorough quality assessments and audits of products, services, or processes to identify defects, deviations, or areas for improvement.Developed and implemented training procedures, standards, and metrics to ensure adherence to training requirements and customer expectations.Collaborated with product development teams to define training specifications, conduct testing activities, and validate training performance against established criteria.Analyzed training data and trends to identify root causes of issues and recommend corrective and preventive actions to mitigate risks and improve quality outcomes.Facilitated cross-functional meetings and training sessions to promote a culture of quality excellence and continuous improvement throughout the organization.

Bengaluru, Karnataka, India

Conducted thorough financial assessments of clients' investment goals, risk tolerance, and time horizons to recommend suitable mutual funds.Provided personalized investment advice and created tailored investment plans to help clients achieve their financial objectives.Monitored and evaluated clients' investment portfolios regularly, making adjustments as necessary to optimize performance and manage risk.Stayed abreast of market developments, economic trends, and regulatory changes to provide timely and relevant advice to clients.Cultivated and maintained strong relationships with clients through regular communication, updates on portfolio performance, and educational seminars.Collaborated with other financial professionals, such as tax advisors and estate planners, to offer comprehensive wealth management solutions.Participated in professional development activities to enhance knowledge of mutual fund products, investment strategies, and financial planning techniques.

Bengaluru, Karnataka, India

Contribute to the revenue of the company by sales closures.Achieve the sales targets given by the management within the given deadlineProactively engage in feedback sessions with the Managers to overcome the challenges faced. Engage the prospective buyer and the seller in a negotiation to close the dealHandle a team of 12 agents and drive monthly sales closure targetsDrive the team to achieve sales targets through feedback and coaching

Bengaluru, Karnataka, India

Conduct statutory audits at the end of the financial year and file the audit report by the deadlineFile Income Tax Returns of Individual clients, NRI, HNI before the deadlineAttend IT disputes with the client at Income Tax OfficePrepare and file GST returnsMaintain books and records of the company using Tally ERPVisit GST and Income Tax offices on behalf of the client for any returns disputePrepare the payroll data of all the employees (on roll and out sourced) for the client and submit it for salary processing

Post Graduate Certificate Programme In Financial Management

Nism 15, Research Analyst

In-depth understanding of research methodologies, financial analysis techniques, and regulatory requirements acquired through NISM 15.

Nism 21A & 21B, Portfolio Management Services

In-depth understanding of equity research methodologies, financial modeling techniques, and valuation principles acquired through NISM 21.

Nism 1, Currency Derivatives

Comprehensive understanding of currency derivatives products and market dynamics. Proficient in analyzing currency market trends.

Nism 8, Equity Derivatives

In-depth understanding of equity derivatives products, including futures, options, and swaps, acquired through NISM 8 certification..

Nism 10A And 10B, Investment Adviser

Comprehensive knowledge of investment advisory principles, regulations, and ethical practices acquired through NISM 10A and 10B.

Nism 7, 82

Comprehensive knowledge of securities market operations, risk management practices, and regulatory frameworks acquired through NISM 7.

Nism 6, Depository Operations, 79.5

In-depth understanding of depository operations, securities settlement, and related regulations acquired through NISM 6 certification..

Nism 5A, Mutual Funds Distributor, 86

Comprehensive knowledge of mutual fund structures, types, and distribution strategies acquired through NISM 5A certification. Familiarity.

Ca Ipcc, Chartered Accountancy

Strong understanding of accounting principles, financial reporting standards, and auditing practices. Proficient in preparing financial.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Proficient in financial analysis techniques, including ratio analysis, financial modeling, and valuation methods. Strong understanding.