Sourav Chutani Sourav.chutani@gmail.com Ph: 91-9717628604; 9350281651 16th February84 New Delhi, India.

Work Experience Current: Position Place of Work Period of Work Reporting to Job Description In brief, I search for Ultra HNI clients and CEOs / CFOs COOs i.e. Senior Management of various big organizations in various sectors and fix up an appointment with them and give a presentation about our PREMIER banking services, solving out their queries and acquire them as New clients for Banking services plus cross selling the Wealth plus Loan products. Products which I research and Cross Sell are Past Position Place of Work Period of Work Reporting to : Deputy Manager HNI & Corporate Acquisition : Kotak Securities Ltd, Head Office, Delhi : September09 June11 : Vice President Equities North Advising & Managing the Wealth for the allocated clients in the branch that includes Investments Mutual Funds & Insurance. Fixed Deposits. Home Loans and Loan against Property. Retail Broking. Loan against Shares. Premier Credit Cards. Portfolio Management Services. Taking references from the existing clientele and acquire new relationships. Servicing the clientele for all query related to bank. Tie up with Restaurants and Auto Mobile dealers for joint events. Refer the client to SME BANKING for the SME requirement of the client. Maintaining the entire relationship on own. : Premier Wealth Manager : HSBC, New Delhi : June11 till date : Regional Sales Manager

Special Recognition - Acquired Customers like Mr.Uday Punj (chimes group), Tecpro Group (INR 3600 Crore Turnover), Hero Corp (Mr.Sunil Kant Munjal & all). Was Awarded with Best Relationship Manager

Awarded with Highest Cheque Picker for FY 2010-11 of INR 5 Crores.

Job Description Acquisition of clients & Corporate for trading & investing into Equities & Commodities & Derivatives (Currency & Stocks), Mutual Funds and Life Insurance plus clients for Loan against shares and Margin Financing. Giving power point presentations on the Financial Investments & Charting the financial need of the need. Using Excel and Power point to present the future need analysis for the client. Data Interpreting and business research for the company future forecasting on their annual performance and presenting the same. Client Target Rs.25 Lacs and plus. Servicing & Maintaining Relationship with the Client & the Group. Having knowledge about the strategies in Derivatives. Technical & Fundamental know how of the particular script. Managing the entire Depository functions, including, Opening & Closing of the Depository, Charges, Rematerialisation & Dematerialisation of the shares. Managing the Fund Transfer of the clients to us and vice versa (RTGS, NEFT etc). Client base of 60 Individuals and 10 Big Corporate Houses. Making the clients learn more on investing in to Stocks, Derivatives & Mutual Funds (Equity & Fixed Income) & Life Insurance. Giving Corporate Presentations on latest market trends. Full process of Account Opening (Offline & Online)i.e. Documentation to Code allocation and all the back office related software and queries. KYC for Mutual Funds. Getting the Margin Funding (Collateral) accounts activated & maintained & managing the risk in them. Providing Loan against shares to the promoters for working capital enhancement. Know how of all the Documentation, Risk & other SEBI requirements. Activation of Dead Clients i.e. not traded and invested for more than 6+ months. MIS Preparation. Full know how of the ODIN Software & KEAT PRO Kotaks Online Software. Discussing the clients portfolio regularly with them. Accounting Taxation on short term & long term in equities (Direct & Mutual Funds), derivatives & fixed income. Work Experience Past Position : Relationship Manager Private Client Group Place of Work : DBS Cholamandalam Distributions Limited, Delhi Period of Work : May08 August09.

Job Description

 Advising clients for Equities Cash & F/O. Equity Research & Report
making. Financial Planning for the Individual clients.

Acquiring clients (HNIs / U-HNIs / Corporate) for Investment in

Equity, PMS, Real Estate, Mutual Funds, and Insurance etc. Minimum investment of Clients Rs.10 Lacs. Handling & trading of the Equity Accounts. Looking after the Relationship in terms of investments & services.

Client Acquisition.

Education Period 2008 2006 2002 2000 Qualificati ons PGDM B.E. XII X Institute-University / Board Sadhana Centre for Management and Leadership (SCMLD), Pune. Maharishi Dayanand University, Rohtak N.K.Bagrodia Public School CBSE, Delhi N.K.Bagrodia Public School CBSE, Delhi Specialization/Major Subjects Finance Computer Science Non Medical General

Academic Performance (Aggregate) PGDM 3.33 / 5 % B.E. 57.8 XII 67.8 % X 80%

Summer Intership Organization Project Title & Objectives SMC Global Securities Ltd Equity Research Fundamental & PMS handling Details & Outcome / Contribution Analyze & Make reports on various sectors & scripts Handled the Gold Coin Retail Project Recruitment for PMS division. Working on Capitaline & Metastock

Assignments at SCMLD Workshop on fundamental and technical analysis 10 day Vipassana Meditation Camp held at Vipassana International Academy, Igatpuri, Nasik Transactional Analysis conducted by Manashakti Extra Curricular & Achievements Was Awarded with the Highest Cheque Picker at Kotak Securities Ltd in 2010-11 of INR 5 Crores. Class head for 10 respective continuous years in the School. Winner of Many quiz competitions at School. Winner of Mathematics competitions at School. Winner of History Quiz and won Silver Coin at School. Member of the Cultural Committee at Engineering College. Member of the Examination Audit Team at MBA and leading a Team of 4 members plus got the HIGHEST POINT on INTEGRITY plus a certificate. Member of the Placement Team at MBA and convincing organizations to come to campus for placements plus visited Delhi/NCR and gave presentations to 200 companies to invite for placements. Member of the Admission Team at MBA and lead the entire process for North India, gave presentation to 150 fresh students on our institution. Lead a team of 12 members in MBA for a Social Project on Controlling Traffic lights in Pune. Member of the Annul Seminar committee and worked hard to arrange for the entire seminar, from location finalizing to search and invite guest speakers to manage logistics. Did a research project on Why People, SUICIDE at MBA. Did a market research project for a marketing company on CAROTINO OIL, Pilot Test Run was taken care by me along 6 team members and got a certificate plus gift for maximum sales in 2 days. Participation in Festival celebration and anchoring the freshers party at MBA. Computer Proficiency M S Office Capitaline Plus MetaStock ODIN Keat Pro Kotak Online Trading Software.

Additional Achievements AMFI certification as Mutual Fund Advisor IRDA certification. Capital Markets Dealer Module by NCFM. Derivatives Markets Dealer Module by NCFM. Best Team Leader & Maximum sales for Malaysian Manufactured Carotino Palm Oil, organized by a Market research agency.

Hobbies / Interests: Tracking Share Market Regularly, Coin Collection, Driving.

Linguistic Proficiency: English, Hindi & Punjabi