About Deepa Ramlal Lokhande
Deepa Ramlal Lokhande is based in Bangalore, India. Deepa studied Bachelor of Commerce (Accounts and Finance) at South Indians Welfare Society College (1999-2004). On Youth4work, Deepa has taken skill tests in Aptitude (rank 24,057 of 3,606,048, top 1%). Deepa also lists talents in Convincing power, Efficient Interactor, Easy Grasping Power and Advisory.
Talents
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Advisory... among ... users in Bangalore…among … users worldwide -
Convincing power... among ... users in Bangalore…among … users worldwide -
Easy Grasping Power... among ... users in Bangalore…among … users worldwide -
Aptitude... among ... users in Bangalore24057among 3606048 users worldwide74.31percentile among worldwide users
Professional Path
Senior Financial Analyst
Alpha Capital
Full Time
Feb-2015 To
May-2016
1 years 3 months
- ? Collecting Qualitative and Quantitative Client Information and Analysis the Information.
? Making and Representation of Financial Plan with Appropriate Financial Advice.
? Meetings Planning, Scheduling, Co-ordination & Execution
? Financial advice for multiple sectors - M.F., NCD, Bond, F.D. Insurance, Taxation
? Implementation of Financial Plan/Advise, by completing primary operational requirements
? Execution of Financial Plan/Advise, through offline platform /online platform
? Monitoring the Financial Plan/Advise prepare appropriate changes through constant analysis
? Clients Meeting – In house / Client Site
? Relationship Manager Meetings - Planning, Scheduling, Co-ordination & Execution
? Collecting Qualitative and Quantitative Product Information and Analysis the Information
? Worked on KYC (Know your Customer) compliance and FATCA (Foreign Account Tax Compliance Act) - Handling the HNI clients very smoothly.
Senior Relationship Executive
Bajaj Capital Ltd.
Full Time
Aug-2014 To
Nov-2014
3 months
- ? Meetings Planning, Scheduling, Co-ordination & Execution
? Manage Client Portfolio By Providing Financial Advise
? Clients Meeting – In house / Client Site
? Worked on various Financial sectors like Insurance, Investment, Retirement Planning, and Taxation
Financial Adviser (Trainee)
May-2012 To
Jun-2013
1 years 1 months
- ? Manage Model Portfolio (concept is based on value averaging)
? Para Planner using XLFP Software
Senior Equity Dealer
Phorum Financial Services Pvt. Ltd.
Full Time
Jan-2011 To
Oct-2011
9 months
- ? Punching of Trade on NSE F&O Segment using ODIN Software on behalf of Client
? Punching of Trade on BSE Cash Segment using BSE Bolt TWS & FASTRADE Software on behalf of Client
? Worked on Post trading operational work
Equity Dealer
MNS Securities Ltd.
Full Time
Jun-2004 To
Dec-2010
6 years 6 months
- ? Broking firm operational work
? Equity Dealer
? Punching of Trade for NSE Cash & F&O Segment using NSE NEAT Software on behalf of Client
Qualifications
South Indians Welfare Society College
Bachelor of Commerce Accounts and Finance
1999-2004
every year first class except final year
Extra-Curricular Interests
DEGREE
CERTIFICATIONS & SPECIALIZATION
? CERTIFIED FINANCIAL PLANNER CM – FPSB India - FPSBI No. 00056311
Risk Analysis and Insurance Planning
Retirement Planning and Employee Benefits
Investment Planning
Tax and Estate Planning
NCFM - Capital Market (Dealers) Module
NCFM - Derivative Market (Dealers) Module
NISM Series-V-A : Mutual Fund Distributors Certification Examination
Maharashtra State – Certificate in Information Technology
English Typing Exam with 65% (30 W.P.M.)
My Story
A Commerce Graduate and CFP Certified Senior Financial Analyst with more than 9 Years’ Experience in Finance Domain (Stock Broking & Financial Advisory).
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Other people named Deepa
- Deepa Revankar, Solapur
- Deepa Chowdhary, Kolkata
- Deepa Aggarwal, Gurgaon
- Deepa. T. P Deepa, Ernakulam
- Deepa Yadav, Gwalior
- Deepa Jhala, Ujjain
- Deepa Karan, Thanjavur
- Deepa Dhiman, Ambala
