Outdoor Sports
RONAK VALIA
Technical Analyst
Mumbai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Technical Analysis is the forefront skill set and delivering an accuracy which is better than industry standards.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work History
Franchise Business Consultant
Motilal Oswal Financial Services
Mumbai
3 2021 - Current
- Provided valuable insights on industry trends that allowed corporate strategy adjustments as necessary.
- Developed strong relationships with franchisees, ensuring open communication and swift resolution of any issues.
- Conducted regular site visits to assess operational compliance and provide feedback on areas for improvement.
- Assisted new franchise owners in establishing successful businesses from initial setup through ongoing support and guidance.
- Driving the franchisee business by giving them intra-day and delivery calls in the cash and F&O segment
- Helping the franchisees to achieve new heights in regards to their revenue, account opening and AUM
- Train new employees for the same profile
- Giving Seminars to clients of the franchisee to increase their holdings in our Intelligent Advisory Portfolio and also increase their trades in options.
- Assisted new franchise owners in establishing successful businesses from initial setup through ongoing support and guidance.
Sales Manager - Business Development – Retail Department
SMC Global Securities Ltd
Mumbai
07.2018 - 11.2018
- Collaborated with sales, marketing and other internal teams to meet shared goals.
- Increased sales revenue by 25% by implementing strategic business development plans and fostering strong client relationships.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
- Enhanced customer satisfaction with efficient account management, timely follow-ups, and prompt resolution of issues.
- Advising 400 clients on various financial products.
- Handling a team of 5 people and ensuring that they complete their key responsibility areas
- Train new employees for the same profile
- Driving Revenue through though options and equity.
Sr. Executive – Advisor Branch
Motilal Oswal Securities Ltd
Mumbai
01.2018 - 07.2018
- Continuously updated industry knowledge to stay ahead of market trends, enhancing the quality of advice provided to clients.
- Conducted thorough research and analysis to identify promising investment opportunities for clients.
- Met with clients to generate new business and negotiate contracts (met one client each day)
- Evaluated 10 customer financial situations and objectives in order to recommend most applicable products for protection, debt clearance, savings or general financial independence each day.
- Researched companies and prepared presentations for management and prospective buyers.
- Contacted 10 potential clients to pursue sales and gather funds each day
- Driving Revenue through though options and equity so that the company revenue grows by 30% each year.
- Train new employees for the same profile
Relationship Manager – Retail Department
Religare Securities Ltd
Mumbai
07.2016 - 05.2017
- Continuously updated industry knowledge to stay ahead of market trends, enhancing the quality of advice provided to clients.
- Conducted thorough research and analysis to identify promising investment opportunities for clients.
- Met with clients to generate new business and negotiate contracts.
- Evaluated customer financial situations and objectives in order to recommend most applicable products for protection, debt clearance, savings or general financial independence.
- Researched companies and prepared presentations for management and prospective buyers.
- Contacted potential clients to pursue sales and gather funds.
- Driving Revenue through though options and equity.
Administrative and C&F Manager
B.K.Enterprises
Mumbai
07.2014 - 06.2016
- Understand and apply Customs rules and regulations
- Responsible for finding the best shipping routes
- Responsible for finding lower cost carriers
- Marketing for company in order to attract more clients
- Responsible to build good relations with custom officers
- Responsible to create accurate bill of lading combined with other documents
- Responsible to train new staff members for the same
- To create regular meeting with logistics companies for new developments.
Education
Certified Market Technician Level 2 Cleared -
Certified Market Technician
Mumbai 06.2023 - 05.2024
Canadian Securities Course -
Canada
Toronto 08.2019 - 04.2020
Post graduate certificate in International Business Management -
Fleming College
Toronto 01.2019 - 08.2019
Bachelor of Financial Markets - Finance
University of Mumbai
Mumbai 06.2011 - 08.2014
Skills
Business Analysis
Analytical Skills
Decision-Making
Excellent Communication
Time Management
Problem-solving abilities
Teamwork and Collaboration
Multitasking
Organizational Skills
Relationship Building
Analytical Thinking
Extracurricular Activities
Participated in inter-college tournaments for the following sports: snooker, athletics, basketball, shot put and handball (2011-2014)
Played for my State in the sport of basketball and won a gold medal for the same (2007)
Interests
Reading
Socialising
Timeline
Certified Market Technician Level 2 Cleared -
Certified Market Technician
06.2023 - 05.2024
Canadian Securities Course -
Canada
08.2019 - 04.2020
Post graduate certificate in International Business Management -
Fleming College
01.2019 - 08.2019
Sales Manager - Business Development – Retail Department
SMC Global Securities Ltd
07.2018 - 11.2018
Sr. Executive – Advisor Branch
Motilal Oswal Securities Ltd
01.2018 - 07.2018
Relationship Manager – Retail Department
Religare Securities Ltd
07.2016 - 05.2017
Administrative and C&F Manager
B.K.Enterprises
07.2014 - 06.2016
Bachelor of Financial Markets - Finance
University of Mumbai
06.2011 - 08.2014
Franchise Business Consultant
Motilal Oswal Financial Services
3 2021 - Current
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