You are on page 1of 5

Sourav Chutani Ph: 91-9717628604; 9350281651 16th February’84 New Delhi, India.

Work Experience Current: Position Place of Work Period of Work Reporting to Job Description In brief, I search for Ultra HNI clients and CEO’s / CFO’s COO’s i.e. Senior Management of various big organizations in various sectors and fix up an appointment with them and give a presentation about our PREMIER banking services, solving out their queries and acquire them as New clients for Banking services plus cross selling the Wealth plus Loan products. Products which I research and Cross Sell are – • • • • • • • • • • • Past Position Place of Work Period of Work Reporting to : Deputy Manager – HNI & Corporate Acquisition : Kotak Securities Ltd, Head Office, Delhi : September’09 – June’11 : Vice President – Equities – North Advising & Managing the Wealth for the allocated clients in the branch that includes Investments – Mutual Funds & Insurance. Fixed Deposits. Home Loans and Loan against Property. Retail Broking. Loan against Shares. Premier Credit Cards. Portfolio Management Services. Taking references from the existing clientele and acquire new relationships. Servicing the clientele for all query related to bank. Tie up with Restaurants and Auto Mobile dealers for joint events. Refer the client to SME BANKING for the SME requirement of the client. Maintaining the entire relationship on own. : Premier Wealth Manager : HSBC, New Delhi : June’11 till date : Regional Sales Manager

Special Recognition - Acquired Customers like Mr.Uday Punj (chimes group), Tecpro Group (INR 3600 Crore Turnover), Hero Corp (Mr.Sunil Kant Munjal & all). Was Awarded with “Best Relationship Manager”

Know how of all the Documentation. derivatives & fixed income. Job Description • Acquisition of clients & Corporate for trading & investing into Equities & Commodities & Derivatives (Currency & Stocks). Work Experience Past Position : Relationship Manager – Private Client Group Place of Work : DBS Cholamandalam Distributions Limited. • Client Target – Rs. Delhi Period of Work : May’08 – August’09. • Giving Corporate Presentations on latest market trends. KYC for Mutual Funds. Job Description . • Making the clients learn more on investing in to Stocks. • Getting the Margin Funding (Collateral) accounts activated & maintained & managing the risk in them. • Activation of Dead Clients i.25 Lacs and plus. • Managing the entire Depository functions. Rematerialisation & Dematerialisation of the shares.Awarded with “Highest Cheque Picker” for FY 2010-11 of “INR 5 Crores”. • Having knowledge about the strategies in Derivatives.e. • MIS Preparation. • Full process of Account Opening (Offline & Online)i. not traded and invested for more than 6+ months. • Servicing & Maintaining Relationship with the Client & the Group. Opening & Closing of the Depository. • Giving power point presentations on the Financial Investments & Charting the financial need of the need. • Full know how of the ODIN Software & KEAT PRO – Kotak’s Online Software. • Data Interpreting and business research for the company future forecasting on their annual performance and presenting the same. Mutual Funds and Life Insurance plus clients for Loan against shares and Margin Financing. Risk & other SEBI requirements. NEFT etc).e. Documentation to Code allocation and all the back office related software and queries. Derivatives & Mutual Funds (Equity & Fixed Income) & Life Insurance. • Accounting – Taxation on short term & long term in equities (Direct & Mutual Funds). • Discussing the client’s portfolio regularly with them. • Client base of 60 Individuals and 10 Big Corporate Houses. • Technical & Fundamental know how of the particular script. • Managing the Fund Transfer of the clients to us and vice versa (RTGS. • Using Excel and Power point to present the future need analysis for the client. • Providing Loan against shares to the promoters for working capital enhancement. including. Charges.

Working on Capitaline & Metastock . XII X Institute-University / Board Sadhana Centre for Management and Leadership (SCMLD). Mutual Funds. • Looking after the Relationship in terms of investments & services. Pune.K.Bagrodia Public School – CBSE. Education Period 2008 2006 2002 2000 Qualificati ons PGDM B.33 / 5 % B.E.E. Maharishi Dayanand University.10 Lacs. • Acquiring clients (HNI’s / U-HNI’s / Corporate) for Investment in Equity. Real Estate.K. Delhi Specialization/Major Subjects Finance Computer Science Non Medical General Academic Performance (Aggregate) PGDM 3. • Minimum investment of Clients Rs. Equity Research & Report making.• Advising clients for Equities – Cash & F/O. 57. • Financial Planning for the Individual clients. Delhi N.8 XII 67. and Insurance etc.Bagrodia Public School – CBSE. • Client Acquisition. PMS. Rohtak N. • Handling & trading of the Equity Accounts.8 % X 80% Summer Intership Organization Project Title & Objectives SMC Global Securities Ltd Equity Research – Fundamental & PMS handling Details & Outcome / Contribution Analyze & Make reports on various sectors & scripts Handled the Gold Coin Retail Project Recruitment for PMS division.

Pilot Test Run was taken care by me along 6 team members and got a certificate plus gift for maximum sales in 2 days. Computer Proficiency • • • • • M S Office Capitaline Plus MetaStock ODIN Keat Pro – Kotak Online Trading Software. • Member of the Placement Team at MBA and convincing organizations to come to campus for placements plus visited Delhi/NCR and gave presentations to 200 companies to invite for placements. • Did a market research project for a marketing company on “CAROTINO OIL”. from location finalizing to search and invite guest speakers to manage logistics. • Winner of Mathematics competitions at School. • Class head for 10 respective continuous years in the School. Capital Markets – Dealer Module by NCFM. gave presentation to 150 fresh students on our institution. • Additional Achievements • • • • • AMFI certification as Mutual Fund Advisor IRDA certification. Igatpuri. . • Member of the Examination Audit Team at MBA and leading a Team of 4 members plus got the HIGHEST POINT on INTEGRITY plus a certificate.Assignments at SCMLD • • Workshop on fundamental and technical analysis 10 day Vipassana Meditation Camp held at Vipassana International Academy. • Winner of Many quiz competitions at School. Derivatives Markets – Dealer Module by NCFM. • Member of the Annul Seminar committee and worked hard to arrange for the entire seminar. • Winner of History Quiz and won Silver Coin at School. • Member of the Cultural Committee at Engineering College. • Member of the Admission Team at MBA and lead the entire process for North India. Best Team Leader & Maximum sales for Malaysian Manufactured Carotino Palm Oil. SUICIDE” at MBA. Nasik Transactional Analysis conducted by Manashakti Extra Curricular & Achievements • Was Awarded with the “Highest Cheque Picker” at Kotak Securities Ltd in 2010-11 of INR 5 Crores. • Participation in Festival celebration and anchoring the fresher’s party at MBA. • Did a research project on “Why People. • Lead a team of 12 members in MBA for a Social Project on “Controlling Traffic lights in Pune”. organized by a Market research agency.

Hindi & Punjabi . Coin Collection. Linguistic Proficiency: English.Hobbies / Interests: Tracking Share Market Regularly. Driving.