Chess
Ajay Kothari
Call Trade & Derivatives Department
Mumbai
Summary
Financial Service Associate with expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction. My goal is to continue expanding knowledge and skills in the finance industry while delivering exceptional results.
.
Overview
1
1
year of professional experience
1
1
Certification
2
2
Languages
Work History
Call Trade & Derivatives Department
Kotak Securities Ltd
03.2023 - 03.2024
- Compiled and analyzed data to determine approaches to provide excellent customer service and ensure customer satisfaction. Conducted research to answer questions and handle issues on (NEST TERMINAL) Portal.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances and accordingly taking trade orders.
- Negotiated favorable terms with counterparties for complex derivative transactions, maximizing profitability while mitigating risk exposure.
- Monitored global economic indicators and geopolitical events for potential impact on derivatives markets, adjusting strategies accordingly.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance. Also, to manage risk, pricing and hedging of variety of index derivatives products.
- Developed comprehensive understanding of derivative pricing models and valuation techniques, enhancing overall trading proficiency.
Education
BSc - CHEMISTRY
RATNAM DEGREE COLLEGE
HSC - undefined
PARAG JR COLLEGE
SSC - undefined
GURUNANAK ENGLISH HIGH SCHOOL
Skills
Quantitative Analysis
undefinedCertification
NISM VIII EQUITY DERIVATIVES CERTIFICATION EXAM, NISM
Interests
Cricket
Mental Math
Reading Books
Timeline
Call Trade & Derivatives Department
Kotak Securities Ltd
03.2023 - 03.2024
NISM VIII EQUITY DERIVATIVES CERTIFICATION EXAM, NISM
02-2023
BSc - CHEMISTRY
RATNAM DEGREE COLLEGE
HSC - undefined
PARAG JR COLLEGE
SSC - undefined
GURUNANAK ENGLISH HIGH SCHOOL
Similar Profiles
Ankita BhaleraoAnkita Bhalerao
Deputy Manager – Escalation at Kotak Securities LtdDeputy Manager – Escalation at Kotak Securities Ltd
Deepa MadhushriDeepa Madhushri
NA at Kotak Securities LtdNA at Kotak Securities Ltd
Yash KatariaYash Kataria
Senior Manager, Treasury at Kotak Securities LtdSenior Manager, Treasury at Kotak Securities Ltd
Mahendra DaphaleMahendra Daphale
Project Release Manager at Kotak Neo App - Kotak SecuritiesProject Release Manager at Kotak Neo App - Kotak Securities
Navmita Das NandiNavmita Das Nandi
AVP Employee Engagement - Reward and Recognition at HSBCAVP Employee Engagement - Reward and Recognition at HSBC