Mitesh Kelji Email and Phone Number

•Executing terminal order placements with precision to drive high trading volumes across equities, derivatives, and other asset classes.•Generating revenue through brokerage and asset-based income by actively promoting mutual funds and portfolio management services (PMS).•Achieving key business targets, including the adoption and utilization of APIs (Application Programming Interfaces) for automated and seamless trading.•Driving growth in Sovereign Gold Bonds (SGB) and… Show more •Executing terminal order placements with precision to drive high trading volumes across equities, derivatives, and other asset classes.•Generating revenue through brokerage and asset-based income by actively promoting mutual funds and portfolio management services (PMS).•Achieving key business targets, including the adoption and utilization of APIs (Application Programming Interfaces) for automated and seamless trading.•Driving growth in Sovereign Gold Bonds (SGB) and education products by providing tailored solutions to meet client needs.•Enhancing client portfolios through innovative technology-driven investment strategies and automation tools.•Building and maintaining strong client relationships by delivering personalized investment advice and market insights.•Consistently meeting and exceeding daily operational and revenue targets while adhering to compliance and service quality standards. Show less

•Single point of contact for HNI relationships virtually•Assist customers to transact digitally•Outbound/Inbound calls to reach to the mapped customer base on daily basis.•Strive to achieve business targets as per assigned portfolio•Cross sell/Upsell to increase product penetration•Customer onboarding and activation•Proactive retention of customers•Interact with clients on research calls, advisory to keep clients active & increase… Show more •Single point of contact for HNI relationships virtually•Assist customers to transact digitally•Outbound/Inbound calls to reach to the mapped customer base on daily basis.•Strive to achieve business targets as per assigned portfolio•Cross sell/Upsell to increase product penetration•Customer onboarding and activation•Proactive retention of customers•Interact with clients on research calls, advisory to keep clients active & increase revenue. •Converting and generating revenue from dormant customers. Show less