Surendra Mohan Email & Phone Number

Lucknow, Uttar Pradesh, India

Lucknow, Uttar Pradesh, India

New Delhi

DelhiResponsible to generate brokerage for the branch.Achieve Targets for Sale, Revenue & Profitability within time frame.Develop and maintain a long-term relationship with the customer.Ensuring adequate risk management systems for the branch.Acquiring And Developing Business of commodity and Building & Maintaining healthy relations with new & existing clients for increasing business growth.Providing training to marketing people and acquisition team about commodity and currency trading.To design the training modules on investment planning & impart product knowledge via onsite workshops and conference training.Discussing about new commodity launches with clients and marketing people.

To work closely with product Head in creating a process driven, profitable & customer centric mutual for all the products distribution business across Delhi/NCR-North India. Monitor and successfully lead individual market place success with the core goal of exceeding weekly and monthly hotel acquisition and revenue targets. Providing prompt, courteous and knowledgeable service to customers for High Net worth Individual (HNI) and Corporate Customers.Responsible for up-sell and cross-sell activities into existing accounts with goal of Enterprise Deployment of an integrated suite of products.Inform clients of competitive activity and offerings in order to assist them in making decisions between various alternativesTo work closely with back office team and help them in timely & accurate MIS reporting to management, in proper reconciliation of income & transactions and in meeting all audit-compliance norms. To make customer relationship by advising suitable financial portfolio as per their need and risk appetite

Monitoring the orders being executed by Clients and monitoring their funds in commodity.Advising clients based on the understanding of fundamental and technical research.Ensuring adequate risk management systems for the branch.Providing commodity advisory services to all the clients of desk and franchise on regular basis.Identifying spread and hedging opportunities in the market and forwarding it to clients.Talking with clients about markets and putting bids on their behalf and giving the confirmation after the execution of trade.Spreading awareness about commodity future trading among the potential investors.

Commodity Coordinating with research people and forwarding their views to clients after customization.Monitoring the orders being executed by Online Clients & Franchisees. Developing and maintaining client relationship.Providing training to marketing people about commodity trading.Preparing training materials for new clients and marketing people.Spreading awareness about commodity future trading among the potential investors.Interacting with clients on daily basis and trading on their behalf.

Operating Terminals of NSE, BSE, F&O and NCDEX, MCX.Looking back Office and assist the branch's daily operations.Handling client's queries and grievances.Dealing in Mutual fund, Tax Saving Bonds, Public issues, NFOChecking of A/c Opening forms & follow up. Follow up with Clients for Debit Balance, Bill Printing & Contract Printing etc.Processing of share financing applicationsPROFESSIONALNCFM CERTIFICATION IN COMMODITIES MARKET MODULENCFM CERTIFICATION IN CAPITAL MARKET MODULENCFM CERTIFICATION IN DERIVATIVE MODULEMCCP MCX COMMODITY MODULENISM CURRENCY MODULE

Education record

Bachelor Of Commerce