Shailesh Dubey Email and Phone Number

Acquiring and servicing Retail,HNI & Franchisee network.Handling Team of 12 People.Following up with them for the margin issue and revenue generation.Managing risk of the portfolio of the Franchisee and their clients.Tracking and following up for various shortfall cases.Ensuring that Franchisee and their clients comply with the criteria set for margin and timely collection of the margin.Maintenance of various MIS reports.Research analysis for HNI client’s &… Show more Acquiring and servicing Retail,HNI & Franchisee network.Handling Team of 12 People.Following up with them for the margin issue and revenue generation.Managing risk of the portfolio of the Franchisee and their clients.Tracking and following up for various shortfall cases.Ensuring that Franchisee and their clients comply with the criteria set for margin and timely collection of the margin.Maintenance of various MIS reports.Research analysis for HNI client’s & Franchisee.Dealing with Equity, Commodity and Currency markets.Timely decision making for Target achievement. Show less

Acquiring and servicing HNI clients as well as Prepaid Franchisee network.Following up with the clients for the margin issue and revenue generation.Managing a team of 2 ASM and 10 RMs.Managing risk of the portfolio of the clientsTracking and following up for various shortfall casesEnsuring that clients comply with the criteria set for margin and timely collection of the marginMaintenance of various MIS reports.Research analysis for clients.Dealing with… Show more Acquiring and servicing HNI clients as well as Prepaid Franchisee network.Following up with the clients for the margin issue and revenue generation.Managing a team of 2 ASM and 10 RMs.Managing risk of the portfolio of the clientsTracking and following up for various shortfall casesEnsuring that clients comply with the criteria set for margin and timely collection of the marginMaintenance of various MIS reports.Research analysis for clients.Dealing with Equity, Commodity and Currency markets.Timely decision making for Target achievement. Show less

Acquisition of Retail & HNI Ac’s, Franchises & PMS.Handling the branch located in BSE with 2 dealers and 4 RM’s.Advising clients on daily stock market behaviorAssisting in investment decision to clients. Analyzing market based on Fundamental & Technical research & advising the same.Executing the investment decision of the client. Delivered exceptional service by greeting and serving customers in a timely, friendly manner.