IL&FS Investsmart Securities Ltd Bangalore : Training manager

[mskavi]

IL&FS Investsmart Securities Ltd. Bengaluru/Bangalore : Training Manager

Keywords: Training Manager
Designation: Training Manager
Experience: 4 - 9 Years
Location: Bengaluru/Bangalore

Job Description:
1.Identify Training Needs on Equity Broking and provide high quality business focussed solutions
2.Manage Course Administration, Scheduling, Training Delivery and Evaluation
3. Be a Subject Matter Expert and assist in the building of training modules
4.Follow laid down process towards ensuring delivery of high quality programmes
5.Maintain MI to enable tracking of training delivery
6.Ensure Internal Control and Compliance Standards
7.Competitor Benchmarking and Analysis

Desired Candidate Profile:
1.Domain expertise on Capital Markets and Broking business
2. Proven Training and Facilitation Skills
3. Ability to stay updated with the latest market trends
4. Expertise on Soft skills (sales, behavioural) will be an added advantage
5. Working knowledge of Sales Cycles and Customer Interaction
6. Working knowledge of Microsoft (excel, powerpoint, Word)
7.Good Communication and Interpersonal Skills
8.Good Networking Skills
9.Team Player who enjoys learning new aspects
10. Brand ambassador for the function and the organisation

Company Profile:
IL&FS Investsmart group engages nearly 2000 professionals across various areas of financial services and corporate functions. Our team is spread over 300 offices in India and overseas.

Our endeavor has always been to project a consistent employer feel across all our diversities, that of being an equal opportunity workplace, merit driven, professionally rewarding, shouldering competent peer group and a good place to be!!!

We actively seek a diverse range of professionals to deliver specialized services to our clients across the globe. What we look for are personal values, dynamism, skill, customer centricity and high-energy to continuously nurture an enjoyable professional culture.

Website: http://www.investsmartindia.com

[Guest-IJT]

RESUME
VISHVPRAKASH N. MEDGE
Email :-vishvprakash13 AT yahoo.com
Objectives
I am Young, Ambitious, Qualified, Skillful, Energetic, Hardworking, and Enthusiastic graduate in commerce. I am excited by a prospect of exploring new venture & truly believe in putting my best efforts to constantly test & upgrade my skills through my hard work, sincerity, dedication & by the grace of god.
Educational Qualification
T.Y.Bcom Cleared the Third Year of Bcom from Mumbai University
With first class, from Manjunatha College in March 2006
HSC Cleared the Higher Secondary Certificate exam from Pune Board,with first class from S. H. Jondhle Jr.
College,Dombivli(west)
SSC Cleared the Secondary School Certificate Exam from
Pune Board, with first class, from S. H. Jondhle
High School,Dombivli(west)
Work Experience
- Working with HSBC invest direct as a Dealer since 4th Jan, 2010 till date.
- Worked as a dealer with Shree Siddivinayak Financial Services (a JV with Sushil Financial Services) since 1st Sep, 2008 till 24th Dec, 2009
- Worked as a dealer with HDFC Securities Ltd since 26th FEB, 2007 till 20th August,2008.
- Worked as a Team Leader with Raj Khosla Pvt. Ltd since 1st march,2006 till 31stJan,2007.
Academic Record
EXAM UNIV./BOARD YEAR REMARKS
T.Y.Bcom Mumbai University March, 2006 66.42%
S.Y.Bcom Mumbai University March, 2005 71.50 %
F.Y.Bcom Mumbai University March, 2004 69 %
HSC Pune Board March, 2003 69.67 %
SSC Pune Board March, 2001 64.66 %
Personal Information
Name : Medge Vishvprakash Narayan
Sex : Male
Date of Birth : 12th November 1985
Nationality : Indian
Marital status : single
Language known : Written & Spoken : English, Hindi & Marathi
Hobbies : Listening music, Reading & making friends.
Work profile
A :- HSBC INVESTDIRECT INDIA PVT LTD

I am working with HSBC INVESTDIRECT INDIA PVT LTD since 4th Jan,2010 till date,
As a dealer my responsibilities includes following functions.
- Attending the News Session in the morning.
- Attending the conference calls with research team.
- Placing the orders on Smart Trade(internal system) in cash and F&O segment.
- Advising clients on the research calls & keeping them updated.
- Achieving the targets set by the company in respect to revenue, quality and team work.
- Conducting the equity discussion after market to decide on next days strategy
- Adhering to the TAT’s of the processes.
- Completing the assiagnments given by the company.
Reason for joining :-
Looking for the big corporate firm where I can have stability in my job profile.
Current C to C :-
My current C to C is 2.4 lakhs P.A. plus allowances.
B :- Shreee Siddivinayak Financial Services(a franchisee of Sushil Financial Services)(previous employer}
I was working with Shreee Siddivinayak Financial Services as a Dealer.My profile includes
- Attending meeting in the morning to develop the strategies for the day.
- Placing the orders for the clients in equity and derivatives segment.
- Retrieving data from research team and re-analysing the same with the proprietor.
- Arranging the calls given by research team in the best reward low risk sequence.
- Forwarding the same to the clients* on calls and help them to initiate the trades.
- Monitoring the positions of clients*.
- Maintaining relationship with the clients*.
- Maintaining MIS to assist in performance evaluation of the franchisee.
- Assisting clients on trade related querries.
- Arranging regular meeting at the office with clients to analyse the client risk apetite.
- Intimating insufficiency to clients and co-ordinating the same with risk team.
- Adherence to the TAT in all processes.
(“*” indicates only mapped in clients)

Reason for joining :-
The firm provided higher pay and placed on higher profile.Given opportunity to take part in reaserch and think on the profiteering in the market.
Reason for leaving :-
Personal reasons.
C to C when joined :-
The cost to company when joined was 1.5 lakhs p.a.
C to C when left :-
The current cost to company is 2 lakhs p.a.
C :- HDFC Securities Ltd.(Previous Employer)
I was working with the HDFC Securities as a dealer foe equity as well as F & O segment for retail clients from all over India. My profile includes placing orders for the client as per their instructions.And performing back office activities in non- market hrs.the following activities are carried out by me.
- Performing the activity in insufficiency
Includes
- Intimating client insufficiency
- Taking response from client and accordingly co-ordinating with risk team
- Preparing MIS on Odd days of the week(as the work was shared)
- Guiding clients on the margin defficiency querries by ourselves within the authority granted to us & forwarding the clients to customer care for querries beyond our authority.
- Intimating client about the risk involve in case of defficiency
- Adherence to the TAT of the process
- Placing orders for clients
Includes
- Timely & speedily executing the orders of the clients.
- Solving querries of client involves least time.
- Giving right conformation of orders.
- Giving the status of orders at the end of the day
- Performing back office activities after market hrs(linkage & delinkage)
Includes
- Accepting the apllications of the clients from the the concerned person as verified by them.
- Checking the client status.
- Linking of the saving a/c as requested by the client
- Linking of the demat a/c as requested by the client
- Delink the saving a/c as requested by the client.
- Forwarding the Demat a/c delinkage request to the Demat section.
- Preparing the MIS to assist the different users at customer care, demat section, dealing desk and managers.
- Co-ordinating the same data to the concerned manager.
- Sending the data to confirmation section to intimate the client concerned status of the client a/c.
- Making sure that all units co-ordinate with each other and maintain their TAT without disturbing their efficiency.
- Adherence to the TAT of the process
- Aprt from these activities I have the experience in the processes like Change of address, shortages, contract note.
Reason for joining :-
Keen interest in the equity and F&O market.The firm given the opportunity to have basic knowledge on the markets
Reason for leaving :-
- No scope for reaserch,
- Limited responsibility,
- Limited authority.
- Got an opprtunity in a firm which was newly established.Therefore it provided a pilot run as well as opportunity to decide on the profit of clients.
- New firm given opprtunity to speak in to business development strategies.
- New firm given some managerial authority to carry out day to day routine.
C to C when joined :-
The cost to company when joined was 78 thousand p.a.
C to C when left :-
The cost to company when I left the job was 1.5 lakhs p.a.
Extra qualification
- Cleared the Capital market dealer’s module as on 05th April,2007 with 77%,
- Cleared the derivatives market dealer’s module as on 10th April,2010 with 93.75% (Previous Score 98%),
- Cleared BSE’s certification on stock market.

[Guest]

TARANNUM MALIK
e-mail : tarannum_malik121 AT rediffmail.com
OBJECTIVE
Driven by new challenges and possess a strong desire to be successful in all my endeavors
PROFESSIONAL EXPERIENCE
NLK GROUP OF SCHOOLS- KANPUR
July2011-till date
Designation-(Trainer/Administration)
Key Responsibilities
- Handling operational activities in central office
- Working on students personality development &etiquettes
- Carrier exploration program for students
- Program on motivation for teachers as well as for students

PLATINUMONE WEALTH ADVISORS PVT LTD. Mumbai
September 2008 – Dec’10
Designation : Manager- Operations
Key Responsibilities
- Providing regular revenue feedback to Wealth Managers
- Maintaining Daily MIS in terms of revenue generation as well as FSP forms
- Part of “Central Processing Cell” for inspection of login applications of Financial Advisor forms, Sub Broker forms and forms of all financial products
ALMONDZ GLOBAL SECURITIES LTD. – Mumbai
April’08 –Sep’08
Designation : Manager- Client Servicing Operations (Private Client Groups)
Key Responsibilities
- Handled operational activities in PCG.
- Maintained the portfolios of HNI customers as well as giving the feedback to respective RM’s
- Gave revenue feedback to the PCG according to the customers’ portfolios.
- Maintained Daily MIS in terms of revenue generation
- Arranged Mutual Fund meetings for different AMC
- Part of “Central Processing Cell” for inspection of login applications

IL & FS INVESTSMART SECURITIES LTD. Kanpur
Sep 2006 – March 2008
Designation : Officer Customer Support
Key Responsibilities
- Handled various administrative responsibilities such as Vendor bills, Petty cash, Reimbursements of employees, Handling Travel Arrangements, Infrastructure Setup, maintaining Stock Register and General Administration.
- Was part of ‘Central Processing Cell’ for inspection of login applications, bidding and procurement.
- Maintained a daily MIS of Aging reports (Equity).
- Introduced new acquisitions to Relationship Managers,
- Successfully resolved front desk customers’ queries regarding IPO’s.
STANDARD CHARTERED. Kanpur
June 2004 - August 2006
Designation : Collection Coordinator
Key Responsibilities
- Coordinated and received feedback from the executives, maintenance of daily MIS.
- Held full accountability for collecting direct payments from the customers & promotional activities including all customer service.
- Coordinated wide variety of activities including ‘Planning & Assigning’ work to field executives.
- Liaised with Internal Departments such as operations, sales, HR or Administration department.
- Liaised with team members – Product promotional campaign cum sales in corporate.
- Successful Solving customer queries through tele- calling
- Handling back- end operations
- Arranging and facilitating daily team meetings
SUMMER TRAINING

INDIAN OIL, Kanpur
June 2003 to August 20 03
- Analyzed market potential
- Promoted the pioneer brand CASTROL of Indian Oil through various events and activities.
- Conducted a survey on Lubricants in the Oil industry in the different regions of Kanpur
- Handled the service issues for the Distributors & Agencies.
EDUCATIONAL QUALIFICATION
P.G.D.B.M - April 2004
Dr. Gaur Hari Singhania Institute of Management & Research, Kanpur
(Specialized in Marketing with International Business)
M.SC (Botany) - 1999
Kanpur University, secured First Class.
B.Sc (Biology) - 1997
Kanpur University, secured First Class.
Intermediate - 1994
Dr. Virendra Swaroop Secondary College, Kanpur Civil Lines, secured First Class.
High school – 1992
Dr. Virendra Swaroop Secondary College, Kanpur Civil Lines, secured First Class.
ACHIEVEMENTS
- Received the Best TRAINEE Appreciation Award during my Summer Training project.
- Led the team in making of the “Dabur Vatika Advertisement” during my management curriculum
- Won the BEAUTY & BRAIN contest three years in succession during my college tenure