Surendra Mohan

Surendra Mohan Email and Phone Number

AVP JM Financial @ JM Financial Services Ltd
bombay, maharashtra, india
Surendra Mohan's Location
Lucknow, Uttar Pradesh, India, India
Surendra Mohan's Contact Details

Surendra Mohan work email

Surendra Mohan personal email

n/a
About Surendra Mohan

Surendra Mohan is a AVP JM Financial at JM Financial Services Ltd. They possess expertise in commodity, currency, trading, equities, capital markets and 12 more skills. Colleagues describe them as "Mr. Mohan has sound experience in the field of financial services. His knowledge and expertise with equity and various other asset classes yields fruitful results for his clients. He can be counted upon to deliver more than his promises." and "Surendra is commodity specialist.He is having hands on experience in commodity trading and research."

Surendra Mohan's Current Company Details
JM Financial Services Ltd

Jm Financial Services Ltd

View
AVP JM Financial
bombay, maharashtra, india
Employees:
172
Surendra Mohan Work Experience Details
  • Jm Financial Services Ltd
    Avp - Branch Head
    Jm Financial Services Ltd Apr 2023 - Present
    Lucknow, Uttar Pradesh, India
  • Religare Broking Ltd
    Branch Manager
    Religare Broking Ltd Jun 2017 - Apr 2023
    Lucknow, Uttar Pradesh, India
  • Religare Securities Ltd.
    Relationship Manager - Value Client Group
    Religare Securities Ltd. Jan 2012 - May 2017
    New Delhi
  • Religare Commodities Limited
    Manager
    Religare Commodities Limited Dec 2008 - Jan 2012
    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.
  • Artha Money
    Money Manager
    Artha Money Jun 2008 - Dec 2008
    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
  • Mf Global
    Relationship Manager
    Mf Global May 2007 - Jun 2008
    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.
  • Motilal Oswal
    Dealer Commodities
    Motilal Oswal Sep 2006 - Apr 2007
    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.
  • Ilfs Investmart
    Dealer
    Ilfs Investmart Jun 2005 - Sep 2006
    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

Surendra Mohan Skills

Commodity Currency Trading Equities Capital Markets Portfolio Management Financial Services Investments Derivatives Sales Relationship Management Mutual Funds Finance Hedging Risk Management Business Development Financial Markets

Surendra Mohan Education Details

Frequently Asked Questions about Surendra Mohan

What company does Surendra Mohan work for?

Surendra Mohan works for Jm Financial Services Ltd

What is Surendra Mohan's role at the current company?

Surendra Mohan's current role is AVP JM Financial.

What is Surendra Mohan's email address?

Surendra Mohan's email address is mo****@****o.co.in

What schools did Surendra Mohan attend?

Surendra Mohan attended Kendriya Vidyalaya, B. Com.

What skills is Surendra Mohan known for?

Surendra Mohan has skills like Commodity, Currency, Trading, Equities, Capital Markets, Portfolio Management, Financial Services, Investments, Derivatives, Sales, Relationship Management, Mutual Funds.

Who are Surendra Mohan's colleagues?

Surendra Mohan's colleagues are Abhaysinh Rathod, Rahul Patel, Manoj Goyal, Manish Agarwal, Aakash Vij, Tanmay Deogharkar, Megha Bansal.

Not the Surendra Mohan you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.