AYUSH TIWARI
Equity Advisor
Mumbai
Summary
I am a reliable investment advisor with strong capabilities to provide precise market analytics data along with excellent written and verbal communication skills. I am highly organized, proactive, and punctual, with a strong team-oriented mentality.
Overview
2
2
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Certified Investment Advisor
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
09.2024 - Current
- Established and nurtured strong client relationships to identify and capitalize on investment opportunities.
- Coordinated investment strategies with internal teams to align with market conditions.
- Executed trades and managed client accounts to ensure optimal investment performance.
- Participated in industry conferences to expand professional network and knowledge base.
- Provided timely market updates and insights to clients to enhance decision-making.
Registrar and Transfer Agent
Link Intime India Pvt Ltd
05.2023 - 09.2024
- Performed complete audit of each assigned folio to identify highest possible results.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding team performance for continuous improvement.
- Verified receipt of proper documentation before completing any investor request.
- Reconciled complex transactions between multiple parties involved in a security transfer process.
- Maintained records to ensure accuracy of transfer documents, such as stock certificates and powers-of-attorney.
- Adhered strictly to all applicable laws and regulations governing securities transfers.
- Interfaced with various departments within the organization to facilitate successful completion of security transfers.
Education
Bachelor of Commerce -
S. K. Somaiya Degree College
Mumbai, India 04.2001 -
Higher Secondary School - Commerce
N.G. Bedekar College
Mumbai, India 04.2001 -
Skills
Time Management
Deadline-Oriented
Team Collaboration
Compliance Expertise
Regulatory Compliance
Critical Thinking
Certification
NISM-Series-II-A: Registrars to an Issue and Share Transfer
Timeline
Certified Investment Advisor
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
09.2024 - Current
NISM-Series-VII Equity Derivative Certification
09-2024
NISM-Series-II-A: Registrars to an Issue and Share Transfer
12-2023
Registrar and Transfer Agent
Link Intime India Pvt Ltd
05.2023 - 09.2024
Bachelor of Commerce -
S. K. Somaiya Degree College
04.2001 -
Higher Secondary School - Commerce
N.G. Bedekar College
04.2001 -
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