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Manish P Dalal
201, Rishabh Apartment C.H.S. No.3. Tel: - Res - [022]-28194062
Patel Nagar No 1, Station Road, Mob: - [91]-9022879350.
Behind Veena Hotel, Bhayander (W) Email ID: - manishdalalleo@gmail.com
Thane -401101. Maharashtra manishdalal_leo@yahoo.com
Objective
I desire a career which is upward looking with ample opportunities for growth &
Is challenging in nature. I seek an organization which uses my abilities to fullest and
Provide me with sufficient responsibilities & independence
Personal Information
Date of Birth: 29th
July 1976.
Mother Tongue Gujarati
Medium of Education English
Fluency in Language English, Hindi, Gujarati & Marathi.
Marital Status Married.
Academic and Professional Pursuits
Certificate /
Degree
Month &
Year
Class School / College Board / University
S.S.C. March 1992 Second Bhayandar Secondary High School,
Bhayander (W)
Mumbai Board
H.S.C March 1994 Second Smt. Kamladevi Gauridutt Mittal College of
arts & commerce.
Mumbai Board
T.Y.B com April 1997 Fail Smt. Kamladevi Gauridutt Mittal College of
arts & commerce.
Mumbai University
Computer Efficiency
Diploma in Computer Management: - Working knowledge of Word, Excel, Power Point, & Accounting
Software such as Tally and Reliable software for Risk.
SUMMARY OF WORK EXPERIENCE
Organisation Position Held Reporting
To
Period Years Month
Spectacle Infotek Limited
Asian Fin Trade Pvt. Ltd.
Asian Comm Trade Pvt. Ltd.
Admin
Manager
Directors Oct. 2008 to Till Date 6 01
Geojit Financial services
Divyesh Doshis Franchises
Dealer Proprietor Jan. 2008 to Sep. 2008 0 9
Dahyabhai Securities
Franchise of {Share khan ltd}.
Dealer Director Feb. 2007 to Dec. 2007 0 10
R & G Investments.
Sub broker of [Asit C. Mehta]
Dealer Manager Aug.2006 to Jan.2007 0 6
Active Fin stock Investment Dealer Manager Feb. 2006 to July 2006 0 6
Synergy (I) Marketing Pvt Ltd Sales &
Accounting.
Manager Jan 2001 to March-2006 5 2
Mirasu Marketing Pvt. Ltd. Sales
Representative
A.S.M. March 1999 to Dec 2000 1 9
Pest control (India) Limited Intrim Saleas
Representative
S.R. July 1997 to Feb 1999 1 8
Job Profile at Synergy (I) Marketing Pvt Ltd
 Marketing of wide range of Consumer products at retails as well as corporate level.
 Bring attention of the management towards innovative scheme and policies to boost the
sales for the organization.
 To undertake Sales Promotion activity at retail as well as corporate level.
 To find out any threats or opportunity available in the market and handle accordingly in
favor of the organization.
 Training and helping a new joined staff to capitalize on their work.
 Monitoring Creditors, Debtors & General Ledger Accounts.
 Debtors & Creditors reconciliation
 Issuing Debit note & Credit note.
 Attending Auditors & Solving Queries.
Job Profile at Active Fin Stock, R & G Investments and Dahyabhai Securities.
 Arbitrage
 Account Opening of New Clients (On the basis of KYC)
 To execute trades for clients on NSE/BSE
 Keeping track of clients margin money with us.
 Filing of Service Tax Returns for franchisees.
 Opening of Bank accounts & Investment accounts for clients.
 Trade confirmation with clients on daily basis as per trade executed.
 Reconciliation of stock holding and margin money for the clients.
 Keeping track of Receipt/Payment for the clients on the basis of trade done by the clients.
 Back office work, Release Security and Collateral Securities.
 Operating Reliable software for Risk Management.
 Hands on operating BOLT, ODIN & NEAT with good speed.
 Done jobbing for client.
Job profile at Spectacle Infotek ltd., Asian Fin stock Pvt. Ltd. and Asian Comm Trade Pvt. Ltd.
 Banking for all companies and day to day affairs of the Company.
 Customers Account opening of Demate and Trading Account.
 Execute order for customers and looking their margin.
 Compliance work with various stock exchanges for Membership.
 Promotional activities for company to attract new Clients.
 Assist junior staff for their work.
 Advertisements in News paper.
 Filling of Returns quarterly, half-yearly and yearly compliance with all exchanges and ROC.
 Looking all Investments and Financial activities of funds.
 Handling ROC Compliance with our companies C.S.
Job profile as LIC advisor and general Insurance Advisor and Financial planner
 Working as Insurance advisor since March 2000.
 Explaining them the Need and importance of Insurance in their life.
 Realisation their Human Life Value.
 Give best advice to customer for their financial planning.
 Taxation planning.
 Explain them the importance of Health Insurance.
 More then 175 customer base.
 Claim Settlement for mediclaim.
 Having agency in HDFC bank for Fixed Deposit,
 Working as sub broker with ICICI securities limited for Company F.D. and investment for short term
and Mutual Fund and other investments like Bonds,
 Also conducted program in sundarta school (Grant road) for School Insurance.
 Many road shows for LIC with the help of our D.O.
 Also have LIC Credit card agencies to give better option and additional service to our premium and loyal
customer.
 Give advise to customer for Investments in Mutual Fund
Additional Qualification.
 Cleared N.C.F.M Dealers Module
 Cleared N.C.F.M Derivative Module
 Having Composite License of IRDA for Life & Non Life Insurance
 Having AMFI Licence for Mutual Fund.
 In Life L I C of India and in non Life United India Insurance Company limited.
 Having LIC credit card Agency.
Reference
References can be furnished if desired.

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C.V. Of MANISH P. Dalal

  • 1. Manish P Dalal 201, Rishabh Apartment C.H.S. No.3. Tel: - Res - [022]-28194062 Patel Nagar No 1, Station Road, Mob: - [91]-9022879350. Behind Veena Hotel, Bhayander (W) Email ID: - manishdalalleo@gmail.com Thane -401101. Maharashtra manishdalal_leo@yahoo.com Objective I desire a career which is upward looking with ample opportunities for growth & Is challenging in nature. I seek an organization which uses my abilities to fullest and Provide me with sufficient responsibilities & independence Personal Information Date of Birth: 29th July 1976. Mother Tongue Gujarati Medium of Education English Fluency in Language English, Hindi, Gujarati & Marathi. Marital Status Married. Academic and Professional Pursuits Certificate / Degree Month & Year Class School / College Board / University S.S.C. March 1992 Second Bhayandar Secondary High School, Bhayander (W) Mumbai Board H.S.C March 1994 Second Smt. Kamladevi Gauridutt Mittal College of arts & commerce. Mumbai Board T.Y.B com April 1997 Fail Smt. Kamladevi Gauridutt Mittal College of arts & commerce. Mumbai University Computer Efficiency Diploma in Computer Management: - Working knowledge of Word, Excel, Power Point, & Accounting Software such as Tally and Reliable software for Risk. SUMMARY OF WORK EXPERIENCE
  • 2. Organisation Position Held Reporting To Period Years Month Spectacle Infotek Limited Asian Fin Trade Pvt. Ltd. Asian Comm Trade Pvt. Ltd. Admin Manager Directors Oct. 2008 to Till Date 6 01 Geojit Financial services Divyesh Doshis Franchises Dealer Proprietor Jan. 2008 to Sep. 2008 0 9 Dahyabhai Securities Franchise of {Share khan ltd}. Dealer Director Feb. 2007 to Dec. 2007 0 10 R & G Investments. Sub broker of [Asit C. Mehta] Dealer Manager Aug.2006 to Jan.2007 0 6 Active Fin stock Investment Dealer Manager Feb. 2006 to July 2006 0 6 Synergy (I) Marketing Pvt Ltd Sales & Accounting. Manager Jan 2001 to March-2006 5 2 Mirasu Marketing Pvt. Ltd. Sales Representative A.S.M. March 1999 to Dec 2000 1 9 Pest control (India) Limited Intrim Saleas Representative S.R. July 1997 to Feb 1999 1 8 Job Profile at Synergy (I) Marketing Pvt Ltd Marketing of wide range of Consumer products at retails as well as corporate level. Bring attention of the management towards innovative scheme and policies to boost the sales for the organization. To undertake Sales Promotion activity at retail as well as corporate level. To find out any threats or opportunity available in the market and handle accordingly in favor of the organization. Training and helping a new joined staff to capitalize on their work. Monitoring Creditors, Debtors & General Ledger Accounts. Debtors & Creditors reconciliation Issuing Debit note & Credit note. Attending Auditors & Solving Queries. Job Profile at Active Fin Stock, R & G Investments and Dahyabhai Securities. Arbitrage
  • 3. Account Opening of New Clients (On the basis of KYC) To execute trades for clients on NSE/BSE Keeping track of clients margin money with us. Filing of Service Tax Returns for franchisees. Opening of Bank accounts & Investment accounts for clients. Trade confirmation with clients on daily basis as per trade executed. Reconciliation of stock holding and margin money for the clients. Keeping track of Receipt/Payment for the clients on the basis of trade done by the clients. Back office work, Release Security and Collateral Securities. Operating Reliable software for Risk Management. Hands on operating BOLT, ODIN & NEAT with good speed. Done jobbing for client. Job profile at Spectacle Infotek ltd., Asian Fin stock Pvt. Ltd. and Asian Comm Trade Pvt. Ltd. Banking for all companies and day to day affairs of the Company. Customers Account opening of Demate and Trading Account. Execute order for customers and looking their margin. Compliance work with various stock exchanges for Membership. Promotional activities for company to attract new Clients. Assist junior staff for their work. Advertisements in News paper. Filling of Returns quarterly, half-yearly and yearly compliance with all exchanges and ROC. Looking all Investments and Financial activities of funds. Handling ROC Compliance with our companies C.S. Job profile as LIC advisor and general Insurance Advisor and Financial planner Working as Insurance advisor since March 2000. Explaining them the Need and importance of Insurance in their life. Realisation their Human Life Value. Give best advice to customer for their financial planning. Taxation planning. Explain them the importance of Health Insurance. More then 175 customer base. Claim Settlement for mediclaim. Having agency in HDFC bank for Fixed Deposit,
  • 4. Working as sub broker with ICICI securities limited for Company F.D. and investment for short term and Mutual Fund and other investments like Bonds, Also conducted program in sundarta school (Grant road) for School Insurance. Many road shows for LIC with the help of our D.O. Also have LIC Credit card agencies to give better option and additional service to our premium and loyal customer. Give advise to customer for Investments in Mutual Fund Additional Qualification. Cleared N.C.F.M Dealers Module Cleared N.C.F.M Derivative Module Having Composite License of IRDA for Life & Non Life Insurance Having AMFI Licence for Mutual Fund. In Life L I C of India and in non Life United India Insurance Company limited. Having LIC credit card Agency. Reference References can be furnished if desired.