Maximize my 8+ yrs of Team Leading & Managerial experience in a challenging environment, guiding by example and utilizing my experience in directing a team towards its objective within the deadlines and thus achieving the company’s goal. Skills - Mutual Fund and Product Specialist TPP, Third Party Product (Sales & Advisory) B2C ,Query Solving Portfolio Management Team Leader.
-
Manager Tpp DigitalKotak Securities Mar 2021 - PresentMumbai, Maharashtra, IndiaHandling a team of 15 TPP (Third party product) Digital Business. Handling Assistant Manager Team. Driving business from Mutual Fund SIP, Lumpsum Investment, Small Case baskest, NCD’s, Bonds & Insurance. Preparing Portfolio for the client as per requirement. Specialist in handling Inactive and dormant accounts to get them active. Giving Mutual Fund training to the RM. Handling outsourcing team of General Insurance RM. -
Assistant ManagerAngel Broking Feb 2018 - Mar 2021Mumbai, Maharashtra, IndiaHandling a team size of 15Driving business from Mutual Fund Investment. SIP, Lumpsum.Handling Angel Bee Application Mutual Fund investment platform.Helping Quality Analyst team if required any changes in Angel Bee Application.Giving Mutual Fund training to the team and new joiners. -
Team LeadSharekhan Nov 2015 - Oct 2017Handling a Team of 10 members.Assisted with day-to-day operations, working efficiently and productively with all team members.Dealing in Mutual Fund, Bond, Debenture & FD.Monitoring & reporting on standards & performance targets.Handling new client enquiry and acting as the face of the business.Preparing daily workloads for staff & co -coordinating the daily allocation of work.Arranging & chairing team meetings, focusing on targets & achievements. -
Financial AdvisorMoneyhoney Financial Services Pvt. Ltd. Mar 2014 - Sep 2015Mumbai Area, IndiaAdvising client to investment in Mutual Fund, Bond, Debenture, NCD’s & FD.Worked with clients to support understanding of rationale and details of financial strategies.Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.Informing the regular investors about recent… Show more Advising client to investment in Mutual Fund, Bond, Debenture, NCD’s & FD.Worked with clients to support understanding of rationale and details of financial strategies.Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.Informing the regular investors about recent changes in markets and upcoming NFO’s & Dividends.Maintaining portfolios of HNI clients by keeping an eye on the value of their MF’s investments and advising them on timely basis. Show less
Vijay Kewat Education Details
-
B.Com Nagpur University
Frequently Asked Questions about Vijay Kewat
What company does Vijay Kewat work for?
Vijay Kewat works for Kotak Securities
What is Vijay Kewat's role at the current company?
Vijay Kewat's current role is Manager at Kotak Securities Ltd.
What schools did Vijay Kewat attend?
Vijay Kewat attended B.com Nagpur University.
Not the Vijay Kewat you were looking for?
-
Vijay Kewat
Satna -
-
ViJaY kewat
Electrical O & M In Utility Of Lt , Ht Panel ,Substation, 4 Pole Structure, Dg , Ups System, Overhead Lights, Air Compressor, N2 Plant, O2 Plant,Cooling Tower, Lpg Yard ,Ro , Wtp , Stp , Etp , Fire System Etc.Ujjain -
Free Chrome Extension
Find emails, phones & company data instantly
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.
Start your free trial