VINAY KUMAR GANDRA

1. Develop & implement investment strategies for individual investors.

2. Create & manage investment allocation for clients.

3. To buy and sell securities in an investor's account to maintain a specific

investment strategy.

4. Determine a client's appropriate level of risk, based on the client's time

horizon, risk tolerance, return expectations & market conditions.

5. Maintaining cordial relationship with clients and taking references from

them.

6. Handled portfolio of more than 800 clients.

7. To technically analyze stocks for recommendation to the existing

clients.

8. Cross selling of third party products such as SIP, MF LUMPSUM ,selling

Insurance products such as TERM INSURANCE, HEALTH INSURANCE,

ULIP ( with the help of channel partners), PMS.

9. Advised clients on Stocks, Mutual funds, Stock Options & Futures

Index options & Futures, Currency Futures & Options.

• Develop and implement investment strategies for individual investors
• Create and manage investment allocation for clients
• To buy and sell securities in an investor's account to maintain a specific investment strategy
• Determine a client's appropriate level of risk, based on the client's time horizon, risk preferences, return expectations and market conditions
• Maintaining cordial relationship with clients
• To technically analyze stocks for recommendation to the existing and prospecting clients
• Cross selling of third party products such as SIP and Insurance.