dealer - PURAB LALIT KOTHARI



PURAB LALIT KOTHARI

              


SECTOR/3, C/2 BLDG, FLAT NO 202, SHANTI NAGAR,
MIRA ROAD (EAST) THANE 401107.
MOB NO. 9224460950. EMAIL: purab.kothari@yahoo.com


 


Educational Details:-


EXAM

UNIVERSITY/BOARD

YEAR OF PASSING

MARKS OBTAINED

CLASS
         
           SSC

MUMBAI BOARD

2005

73.46%

FIRST

      HSC

MUMBAI BOARD

2007

71.83%

FIRST

T.Y.B.COM

MUMBAI BOARD

2010

65%

FIRST
      
       M. COM

MUMBAI BOARD

2014

50%

SECOND
Additional Qualification:-

  • Passed NISM SERIES – V-A (Mutual Fund Distributors certification Exam) with 58% marks.

  • Passed NISM SERIES – VIII Equity Derivatives certification Examination with 70.75% marks.

Career Objective:-

Keen to find a challenging role as a professional in a growth oriented organization which offers responsibility in return for enthusiasm and a commitment to achieve goals.

Languages Known:

English, Hindi, Gujarati

Work Experience:-

·         Worked with Motilal Oswal Securities Ltd as an Investment Advisor / Dealer from 26.06.2012 – 09.12.2013.

·         Worked with Sharekhan Ltd as an Assistant Relationship Manager from 12.12.2013 – 31.03.2015.

·         Presently Working with SMC Global Securities Ltd as a Relationship Manager from 25.11.2015 till date.

Job Profile:

·         As an Investment Advisor/Dealer of BSE, NSE & F&O and Recommending clients our Research calls of market.

·         Dealing / Punching orders in clients account on behalf of clients and managing the portfolio of both HNI & Retail Clients.

·         Achieving Business targets assigned in terms of generating revenue, maintaining client relationships, profiling customers and understanding their Risk appetite.

·         Ensuring better services to the clients.

 Strengths:
 
·         Dedicated to professionalism
·         Hard Working, Punctual & flexible
·         Confident of working alone and also as a team.
·         Learning new things.

Achievements:

Achieved the certificate of best dealer of the month at Motilal Oswal Securities Ltd in the month of November 2012..

Achieved the certificate of Highest Revenue generation at PAN India Level at Sharekhan Ltd in the month of July & September 2014..

Date of birth:-

13TH September, 1988.

                                                                                                       PURAB.  L. KOTHARI

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