Vineet

Seasoned Finance educator with over 15 years of experience in financial services. Passionate about stock markets, driving strategic growth, renowned for collaborative team work and significant improvements in efficiency and scalability.

Instructor at Sharekhan Education (2019-06 – Present)

Finance instructor conducting webinars and generating investment ideas through equity research.

• Conducted fundamental analysis learning webinars with great reviews.
• Generated many successful investment ideas for clients through Equity Research.
• Wrote investment blogs periodically to assist clients in their learning journey.

Trading Mentor at Sharekhan Education (2016-11 – 2019-05)

Mentored clients in trading and managed client relationships with focus on renewal.

• Onboarding clients and mentoring them throughout the year.
• Responsible for continuing relationship with the client with renewal.
• Associating instructors in conducting webinars for clients.

Entrepreneur (Franchise owner) at Sharekhan (2011-02 – 2016-10)

Managed end-to-end financial processes and generated trading calls for clients.

• Managed end-to-end financial processes for clients.
• Generating Intra-day, BTST and Positional calls for clients using METASTOCK software.
• Trading in Equity & Derivatives with Proprietory Funds.

Branch Sales Manager at ICICI Bank (2008-07 – 2011-01)

Drove sales and cross-sell initiatives while implementing team development programs.

• Driving CASA in branch through sales and branch team
• Driving cross-sell of investment products to our clients
• Implemented team development programs that enhanced capabilities.

MBA in International Business – FMS, Banaras Hindu University (2006-07 – 2008-06)

Bachelor of Arts in Economics (Hons.) – Banaras Hindu University (2003-07 – 2006-06)