Chetas Shah
Summary
Experienced Senior Equity Dealer skilled in execution of trades. Proficient in trading strategies and systems, enabling informed decision-making for favorable outcomes. Thrived in the Broking industry for 12+ years with a customer-centric approach and a track record of consistently delivering exceptional results.
Overview
17
17
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Senior Manager - Retail Dealing Desk
BANK OF BARODA CAPITAL MARKET
10.2017 - Current
- Build strong relationships with customers through positive attitude and attentive response.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Selling PMS portfolio to HNI clients.
- Supervised team members to confirm compliance with set procedures and quality requirements
Equity Advisor (Senior Executive)
SBICAP SECURITIES
08.2015 - 10.2017
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Worked with clients to support understanding of rationale and details of financial strategies
Equity Advisor (Executive)
AXIS SECURITIES
08.2013 - 12.2014
- Helped clients determine investment objectives and planned according to goals
- Analyzed industry and company trends to develop customized strategies
- Oversaw equity, IPO, MF and derivatives trades
- Discussed trading strategies with the Research team
Executive Sales Assistant
LODHA
06.2010 - 06.2013
- Overcome potential objections of prospective customers using expert product knowledge and persuasive communication skills
- Helped sales professionals build successful sales campaigns to reach target audience with consistent branding
- Promoted teamwork and culture of mutual accomplishment with new sales team members
- Progressed sales through to completion by working closely with customer relations, production team and marketing
Call and Trade Executive
HDFC SECURITIES
10.2007 - 03.2009
- Educated clients on various financial matters and provided research recommendations on investment opportunities, products, and services based on each clients' individual needs
- Selling prepaid plans for brokerage reduction of clients
- Monitored market trends and news and updated client to identify emerging opportunities
Education
PGDMA - MARKETING
WELINGKAR INSTITUTE OF MANAGEMENT
01.2017 - 2019.01
B.A - ECONOMICS
UNIVERSITY OF MUMBAI
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WILSON COLLEGE OF ARTS & SCIENCE
01.2005 - 2007.01
HSC - undefined
BHAVAN'S COLLEGE OF ARTS & COMMERCE
SSC - undefined
FELLOWSHIP HIGH SCHOOL
Skills
Typing Skills: 45-60 WPM
Order Management of 100 Terminal Orders
Proficient in Odin,Omnesys,RS and Intellect
Report generation in Excel
Certification
NISM-VI-Depository Operation, 05/2025
Accomplishments
- Awarded Best performer with 3 different certifications in BOBCAPS which includes Volume generation (100+ cr in one month), Brokerage generation and Activation of multiple clients.
- Certification of appreciation in outstanding performance for September quiz. (SBICAPS)
- Certificate of appreciation for completing the target in the March Madness contest. (Axis Securities)
- Appreciation certificate for achieving EPI target. (HDFC Securities)
- Certification from Davar's college for personality development.
- Secured 2nd position in Management quiz competition. (Wilson college)
- Certification of appreciation for completing Preliminary Sanskrit examination.
Timeline
Senior Manager - Retail Dealing Desk
BANK OF BARODA CAPITAL MARKET
10.2017 - Current
PGDMA - MARKETING
WELINGKAR INSTITUTE OF MANAGEMENT
01.2017 - 2019.01
Equity Advisor (Senior Executive)
SBICAP SECURITIES
08.2015 - 10.2017
Equity Advisor (Executive)
AXIS SECURITIES
08.2013 - 12.2014
Executive Sales Assistant
LODHA
06.2010 - 06.2013
Call and Trade Executive
HDFC SECURITIES
10.2007 - 03.2009
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WILSON COLLEGE OF ARTS & SCIENCE
01.2005 - 2007.01
B.A - ECONOMICS
UNIVERSITY OF MUMBAI
HSC - undefined
BHAVAN'S COLLEGE OF ARTS & COMMERCE
SSC - undefined
FELLOWSHIP HIGH SCHOOL
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