Rohit Khatri Email & Phone Number
@icicisecurities.com
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Who is Rohit Khatri? Overview
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Rohit Khatri is listed as Senior Wealth Manager at InCred Wealth, a with 290 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at icicisecurities.com and a matched LinkedIn profile for Rohit Khatri.
Rohit Khatri previously worked as Equity Advisor at Motilal Oswal Financial Services Ltd and Equity relationship manager at Yes Securities. Rohit Khatri holds Chartered Wealth Manager, Wealth Management from Aafm.
Email format at InCred Wealth
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AeroLeads found 1 current-domain work email signal for Rohit Khatri. Compare company email patterns before reaching out.
About Rohit Khatri
Successfully engaging in multiple engagements & taking initiatives by interacting, managing and coordinating with multiple parties defines him as business analyst. He is equity Capital Markets professional with extensive experience in developing and managing relationships with middle-level management and High net-worth individual investors and corporate.
Listed skills include Securities, Power, and Fuel Management.
Rohit Khatri's current company
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Rohit Khatri work experience
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Equity Advisor
Equity Relationship Manager
Business Analyst
Trading Mentor
Team Management Handling a team of 8 Trading mentor Providing training and Brainstorming session to the team to educate them to get better performance Preparation of process documents which helps new joiner to understand system and process well. Getting and analyzing feedback from various teams and updating same to concern team. Generating MIS for various products usage which helps mentor to achieve their target as well as team target.Customer relationship establishment Conducting online training program to educate client about Online Trading academy Core Strategy Clarifying there doubt over Phone Via net meeting Developing strong relationship with customer (Trader, Investor) by regular interaction to address their problem. Providing guidance to the client about demand and supply strategy of Online Trading academy.New Software Testing :- Trade Tiger –in-house developed:- Testing of proper functionality of beta version. Identify required correction and create documentation of same and pass it to team. Comparing Applications in Accordance with requirements. Tracking the issues through resolutions. Performing incident management during outages trade mitigation escalation when necessary. Do the proper data testing tracking the issues through resolutions. Comparing Applications in Accordance with requirements. Applying Black-box testing methodologies.
Equity Adviser
Driving Product penetration and getting feedbacks :- Driving new products in Cash and derivatives (various products offering at ICICI securities). Getting and analyzing feedback from various teams and updating same to concern team. Doing the gap analysis between the products and identify the variation requirements in products. Customer relationship establishment :- Built strong relationships with corporate, HNI investors, traders, discussing strategies and recommendations based on data. Understand about their risk and return profile and guide them equity based investments. Taking ownership of client trading issues from front-to-back; hands-on troubleshooting with IT and other groups as required. New Software Testing :- Trade Racer –in-house development & Trading Screen ( Live Trade Cloning Application ) Testing of proper functionality of beta version. Identify required correction and create documentation of same and pass it to team. Do the proper data testing tracking the issues through resolutions. Comparing Applications in Accordance with requirements. Applying Black-box testing methodologies. Creating Test case papers.
Junior Associates
As dealer
Colleagues at InCred Wealth
Other employees you can reach at incredwealth.com. View company contacts for 290 employees →
Jyoti Gupta
Colleague at Incred WealthMumbai, Maharashtra, India
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AB
Ajay Bhanushali
Colleague at Incred WealthMumbai, Maharashtra, India
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AD
Atish Dhumal
Colleague at Incred WealthMumbai, Maharashtra, India
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SD
Sandeep Dhingra
Colleague at Incred WealthDelhi, India
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AW
Arti Wadhwa Bhalla
Colleague at Incred WealthDelhi, India
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RP
Riddhi Parekh
Colleague at Incred WealthMumbai, Maharashtra, India
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SP
Sanni Patel
Colleague at Incred WealthVadodara, Gujarat, India
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AK
Arun Kumar Gudekote, Cfp
Colleague at Incred WealthBengaluru, Karnataka, India
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SJ
Swarnendu Jha
Colleague at Incred WealthDelhi, India
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VD
Vishal Deshpande
Colleague at Incred WealthPune, Maharashtra, India
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Rohit Khatri education
Chartered Wealth Manager, Wealth Management
Pgdm, Management
Education record
Frequently asked questions about Rohit Khatri
Quick answers generated from the profile data available on this page.
What company does Rohit Khatri work for?
Rohit Khatri works for InCred Wealth.
What is Rohit Khatri's role at InCred Wealth?
Rohit Khatri is listed as Senior Wealth Manager at InCred Wealth.
What is Rohit Khatri's email address?
AeroLeads has found 1 work email signal at @icicisecurities.com for Rohit Khatri at InCred Wealth.
Where is Rohit Khatri based?
Rohit Khatri is based in Mumbai, Maharashtra, India while working with InCred Wealth.
What companies has Rohit Khatri worked for?
Rohit Khatri has worked for Incred Wealth, Motilal Oswal Financial Services Ltd, Yes Securities, Zalpha Systems Pte Ltd, and Sharekhan Ltd.
Who are Rohit Khatri's colleagues at InCred Wealth?
Rohit Khatri's colleagues at InCred Wealth include Jyoti Gupta, Ajay Bhanushali, Atish Dhumal, Sandeep Dhingra, and Arti Wadhwa Bhalla.
How can I contact Rohit Khatri?
You can use AeroLeads to view verified contact signals for Rohit Khatri at InCred Wealth, including work email, phone, and LinkedIn data when available.
What schools did Rohit Khatri attend?
Rohit Khatri holds Chartered Wealth Manager, Wealth Management from Aafm.
What skills is Rohit Khatri known for?
Rohit Khatri is listed with skills including Securities, Power, and Fuel Management.
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