yovan shah, City manager, Paterson Securities Pvt. Ltd. - Profile & Expert Views of yovan shah, City manager, Paterson Securities Pvt. Ltd.

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yovan shah
City manager, Paterson Securities Pvt. Ltd.
	Paterson Securities Pvt. Ltd. confidential confidential Pune, India

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Professional summary

6 Years Experience in Finance Industry, Derivatives and Capital Market.

Current Experience: City manager, Paterson Securities Pvt. Ltd.
Previous: Branch Manager, India Infoline Ltd.
Sales Manager, Indiainfoline Ltd.
Branch Manager - Investment, DBS Cholamandalam Ltd.
Branch Manager, Mutual Fund , Portfolio Management Services
Branch Manager, Indiabulls Securities Ltd.
Branch Manager, Indiabulls Securities Ltd.
Education:

Bharti Vidyapeeth, IMED , Pune
Years of Experience :

6.6 Years
Skills & Interests (keywords):

Business Analyst or Financial Analyst, capital market, investment banking, wealth management
Contribution score:

(92 points)
Contacts: 3 connections, 4 following, 2 followers
Part of communities:

Marketing & Branding |

yovan shah's Experience


Current :	City manager, Paterson Securities Pvt. Ltd.
	Private Banking/Wealth Management
	India, Pune
	Working from 2010
	Brief summary : Lead and work in teams as required by the role. Motivating the team towards achieving the shared vision and team objectives. Order/trade management in equities and derivatives segment. Clearing and settlement of funds & stocks. Looking after the Risk Management System and Back Office Operations. Translate goals into workable action plans through prioritization, target allocation and optimal utilization of resources and commitment to meet deadlines.
	Yes No Are you sure wanted to delete this experience?


Previous :	Branch Manager, India Infoline Ltd.

	Pune
	Worked from 2009 to 2011
	Brief summary : May 09- till date Branch Manager India Infoline Ltd., Pune Product Line : Share trading Online as well as Offline, Commodity trading, Preferred Distributor of all Mutual Fund houses, Portfolio Management Services, Insurance solutions (both Life and Non Life), Structured products. We also provide the asset products viz. Personal Loan, Car Loan and other lending products. Responsibilities : Lead a result oriented team and responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Order/trade management in equities and derivatives segment, Clearing and settlement of funds and stocks. Looking after the Risk Management System and Back Office Operations. Training, motivating, mentoring Team Members in Analyzing the financial capabilities of clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk. Evaluating marketing budgets periodically including manpower-planning initiatives and ensuring adherence to planned expenses. Tasked with managing the office service areas, branch expansions, encompassing maintenance and development of HNI clients understanding their needs. Handling Risk and Compliance Related Issue Challenged to handle the entire gamut of activities related to profit centre and business development. Accountable for handling total P/L responsibility, budget preparation and controlling expenditures.
	Yes No Are you sure wanted to delete this experience?


Previous :	Sales Manager, Indiainfoline Ltd.
	Private Banking/Wealth Management
	India, Pune
	Worked from 2009 to 2010
	Brief summary : Training, motivating, mentoring Team Members in analyzing the financial capabilities of clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk. Order/trade management in equities and derivatives segment, clearing and settlement of funds & stocks. Looking after the Risk Management System and Back Office Operations.
	Yes No Are you sure wanted to delete this experience?


Previous :	Branch Manager - Investment, DBS Cholamandalam Ltd.
	Private Banking/Wealth Management
	India, Pune
	Worked from 2007 to 2009
	Brief summary : Identify potential clients, negotiate pricing and ensure deal closure thereby ensuring healthy Client Acquisition. Ensuring cross-selling of all products (PMS, Mutual Fund, Insurance (Life and Non-Life) to existing clients. Drive successful promotional campaigns for enhancing revenue and business. Effectively handle all activities of personnel supervision and management. Ensure compliance with policies and established practices, interpreting regulations. Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design
	Yes No Are you sure wanted to delete this experience?


Previous :	Branch Manager, Mutual Fund , Portfolio Management Services

	Worked from 2007 to 2009
	Brief summary : Aug 07- Mar 09 Branch Manager DBS Cholamandalam Wealth Management Product Line : Equity, Mutual Fund, Portfolio Management Services, Insurance solutions (both Life and Non Life), structured products. Cross sell of Loan and other products. Responsibilities : Identify potential clients, negotiate pricing and ensure deal closure thereby ensuring healthy Client Acquisition. Ensuring cross-selling of all products (PMS, Mutual Fund, Insurance (Life and Non-Life) to existing clients. Drive successful promotional campaigns for enhancing revenue and business. Effectively handle all activities of personnel supervision and management. Ensure compliance with policies and established practices, interpreting regulations. Key Customer Relationship Management and supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design
	Yes No Are you sure wanted to delete this experience?


Previous :	Branch Manager, Indiabulls Securities Ltd.

	Pune
	Worked from 2004 to 2007
	Brief summary : Aug 04- Aug07 Branch Manager Indiabulls Securities Ltd., Pune Responsibilities: Lead and work in teams as required by the role. Motivating the team towards achieving the shared vision and team objectives. Order/trade management in equities and derivatives segment. Clearing and settlement of funds and stocks. Looking after the Risk Management System and Back Office Operations. Translate goals into workable action plans through prioritization, target allocation and optimal utilization of resources and commitment to meet deadlines. Client Acquisition for online trading account 2.) Organization BIRLA SUN LIFE INSURANCE . Project Title Brand Awareness And Insurance Need Analysis Calculation For the Corporate Segment Of Aurangabad.
	Yes No Are you sure wanted to delete this experience?


Previous :	Branch Manager, Indiabulls Securities Ltd.
	Equity Research/Analytics
	India, Pune
	Worked from 2004 to 2007
	Brief summary : Lead and work in teams as required by the role. Motivating the team towards achieving the shared vision and team objectives. Order/trade management in equities and derivatives segment. Clearing and settlement of funds & stocks. Looking after the Risk Management System and Back Office Operations. Translate goals into workable action plans through prioritization, target allocation and optimal utilization of resources and commitment to meet deadlines.
	Yes No Are you sure wanted to delete this experience?

yovan shah's Education

Bharti Vidyapeeth, IMED , Pune
MBA/PGDM
India
From 2002 to 2004
Yes No Are you sure wanted to delete this education?

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	13790 members, 310 jobs, 764 articles, 308 questions, 961 debates, 382 idea contests.

City manager, Paterson Securities Pvt. Ltd.

Working from 2010

Branch Manager, India Infoline Ltd.

Worked from 2009 to 2011

Sales Manager, Indiainfoline Ltd.

Worked from 2009 to 2010

Branch Manager - Investment, DBS Cholamandalam Ltd.

Worked from 2007 to 2009

Branch Manager, Mutual Fund , Portfolio Management Services

Worked from 2007 to 2009

Branch Manager, Indiabulls Securities Ltd.

Worked from 2004 to 2007

Branch Manager, Indiabulls Securities Ltd.

Worked from 2004 to 2007

Bharti Vidyapeeth, IMED , Pune