Karan Rohra Email and Phone Number
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Experienced Strategic Partner in the Financial Industry with a passion for fostering strong relationships and driving growth. Skilled in institutional sales, key account relationship building, and leveraging analytics for strategic decisions.Iβve had the privilege of contributing my expertise at leading firms like Jarvis Invest and Tradetron. My journey has now come full circle as I rejoin Symphony Fintech, where I focus on delivering cutting-edge solutions in Algorithmic Trading,CTCL platforms to the stock brokersMy prior roles, including Sales Strategist at Tradetron and Marketing Manager at Symphony Fintech, have equipped me with a deep understanding of the industry's needs. I've also built a strong foundation in customer service during my time at 5paisa, Motilal Oswal Financial Services, and Sharekhan.Letβs connect to explore how I can bring innovation and growth to your financial strategies! π#FinancialServices #RelationshipBuilding #Innovation #AlgoTrading
Symphony Fintech Solutions Pvt Ltd
View- Website:
- symphonyfintech.com
- Employees:
- 74
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Business DevelopmentSymphony Fintech Solutions Pvt Ltd Sep 2024 - PresentMumbai, Maharashtra, IndiaI focus on generating leads and showcasing our CTCL products and algorithmic trading solutions to Stock Brokers. I work closely with Stock Brokers to understand their needs and provide product demos and proposals. My goal is to build strong relationships and help clients achieve their trading objectives.
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Key Account ManagerJarvis Invest Jan 2023 - Feb 2024Mumbai, Maharashtra, IndiaCollaborating with stock brokers to understand pain points in client acquisition and reactivation, leveraging AI expertise to craft tailored strategies for business growth. Conducting impactful training sessions, webinars, and delivering customized solutions that align with brokers' goals. Aiming to drive success by offering unique AI solutions that transform challenges into opportunities for the financial industry. -
Sales StrategistTradetron Apr 2022 - Dec 2022Mumbai, Maharashtra, IndiaOrchestrating Insightful Workshops and Webinars | Empowering Sales and Solutions Teams | Building Relationships and Expanding Business Reach | Catalyst for Strategy Developers' Success -
Marketing ManagerSymphony Fintech Mar 2018 - Mar 2022AndheriWith a keen focus on market insights, I craft dynamic sales strategies that penetrate the Indian market effectively. My expertise in strategic partnerships, regional sales dynamics, and trend analysis allows me to steer growth programs in sync with market conditions.I specialize in cutting-edge automated trading solutions. From technical indicators to proprietary desk automation and execution strategies for high-net-worth brokers, I empower traders with next-level tools. My forte extends to enhancing manual trading platforms with advanced technologies like One Touch, Fully Automated Product, Robust OMS-RMS, FIX & REST APIs and Multi Depth Data.
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Senior Customer Service Executive5Paisa Apr 2017 - Jan 2018Thane, Maharashtra, IndiaWith meticulous attention to detail, I verified KYC forms and documents, ensuring strict adherence to regulatory standards. Promptly updating the system with verified information, I executed client orders seamlessly in the equity and derivatives market. My commitment to excellence shines through as I addressed queries and resolved issues efficiently, leveraging diverse communication channels such as calls, emails, and chats. -
Customer Service ExecutiveMotilal Oswal Financial Services Ltd Jun 2013 - Mar 2017Mumbai, Maharashtra, India| Seamlessly opening new Demat accounts with exceptional onboarding experiences. Adept at placing equity and derivatives orders on behalf of clients, ensuring precision in execution and timely trade processing. Rigorously verifying KYC documents, guaranteeing regulatory compliance, and maintaining accurate records. -
Customer Relationship ExecutiveSharekhan Aug 2011 - May 2013Mumbai, Maharashtra, IndiaI Proficiently placing Equity & Derivative orders for accurate execution and seamless trade processing. Equipping clients with informed investment insights, re-engaging inactive clients through strategic initiatives, and fostering lasting relationships. Upholding company standards within the customer service team for a consistent delivery of high-quality service.
Karan Rohra Skills
Karan Rohra Education Details
Frequently Asked Questions about Karan Rohra
What company does Karan Rohra work for?
Karan Rohra works for Symphony Fintech Solutions Pvt Ltd
What is Karan Rohra's role at the current company?
Karan Rohra's current role is Expert in Lead Generation and Client Engagement | Driving Growth through Innovative CTCL Products, APIs, and Customised Algo Trading Solutions ππ.
What is Karan Rohra's email address?
Karan Rohra's email address is ka****@****ail.com
What schools did Karan Rohra attend?
Karan Rohra attended Somaiya Vidyavihar.
What skills is Karan Rohra known for?
Karan Rohra has skills like Team Management, Business Strategy, Management, Customer Relationship Management, Customer Service.
Who are Karan Rohra's colleagues?
Karan Rohra's colleagues are Lavlesh Shukla, Dattatray Golatkar, Shradha Doshi, Varun Dua, Benjamin Jacob, Ashish Pancharas, Vikas Khatri.
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Karan Rohra
Kyc Analyst @Ubs | Transaction Review | Client Onboarding | Enhanced Due Diligence | Periodic Kyc Review.Mumbai -
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