Gurwinder jeet Singh

Dynamic and results-oriented Relationship Manager with over 4 years of experience in stock broking and financial services. Proven expertise in equity derivatives, mutual fund distribution, and portfolio management. Skilled in client acquisition, financial planning, and tax planning to deliver tailored investment solutions. Known for providing excellent customer service and strong analytical skills.

Deputy Manager - KOTAK SECURITIES - Chandigarh

(2026-03)

• Managed clients for mutual funds and insurance services.
• Provided investment and financial planning support to clients.
• Handled client portfolio and relationship management.

Relationship Manager - SBI CAP Securities - Chandigarh

(2024-01 - 2026-02)

Managed a diverse portfolio of retail and corporate clients, providing advisory services on mutual funds and equity derivatives. Developed personalized financial plans and investment strategies to meet clients' financial goals and increase portfolio value. Collaborated with internal teams to drive client acquisition and ensure compliance with regulatory requirements.

Relationship Manager - Share khan - Chandigarh

(2021-10 - 2023-12)

• Advised clients on equity and commodity trading, mutual funds, and insurance products, leading to improved client satisfaction.
• Built strong client relationships and upsold financial products, contributing to branch sales targets and revenue growth.

Equity Dealer - Pace Stock Broking - Chandigarh

(2020-09 - 2021-09)

• Executed stock market trades and managed order placements for clients, ensuring timely and accurate transaction processing.
• Assisted senior brokers in market research and portfolio analysis, contributing to informed investment decisions.
• Maintained up-to-date knowledge of market trends and regulatory guidelines to support client investment strategies.

B.A. - Panjab University (2017 - 2021)

Higher Secondary (12th) - Chandigarh (2015)

Secondary School (10th) - Chandigarh (2013)