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SOMANATH DAS

Sales Management with over 4 years of experience training and supervising sales staff while planning and implementing sales strategies over a multi-city territory. Seeking to bring my proven record in team leading and in launching successful marketing campaigns into a senior management position. Obtained a Masters in Computational Finance in June, 2014.

Key Skills

Communications To Executive Leadership
Leadership Assessment & Development
Brand Strategy
Advertising Strategy And Management.
Financial Modeling
Contract Negotiation

Professional Experience

Sep 2017
Present
Assistant Manager- Sales
Kotak Securities ltd Bhubaneshwar, IN
 - Managing portfolios of Indian investments in stocks, bonds, mutual funds, and structured products etc. for 50 client groups based in India ranging  above 60 crores INR in portfolio size. 
- Client Acquisitions and Revenue generation. 
- Portfolio planning, Monitoring ,Review and Rebalancing. 
- Allocating funds between asset classes based on risk profiles and within asset classes by factoring in market conditions ,tax efficiency ,risk, return and reviewing such strategic decisions. 
- Ensuring end-to-end management of investments-documentation ,reviews and comprehensive financial advice, including financial plans. 
Apr 2016
Aug 2017
Equity Advisor
Edelweiss Financial Advisor Ltd Bhubaneshwar, IN
- Client Acquisition 
- Understanding the market momentum and tracking the facts and figures. 
- Reviewing the policy and recommendation by RBI and its impacts on the market as a whole. 
- Updating client with pay-in and pay-out the respective clients on regular basis. 
Tracking stocks on the basis of past performance and understanding the momentum of stocks. 
May 2015
Apr 2016
Equity Analyst
Capstone Securities Analysis Pvt Ltd Pune, IN
-Successfully completed 3 month training. 
-Track with different types of sectoral stocks, earnings. 
-Analyzing historical performance and taking position by looking trend. 
-Predicting stocks by technically and fundamentally. 
-Reviewing the policy and recommendation by FED and its impacts on the market as a whole 

Education

Jan 2009
May 2012
Graduation in Marshaghai College
Utkal University
Jan 2012
Sep 2014
Msc. Computational Finance in Institute of Mathematics and Application
Utkal University

Certifications

2016
NISM - Series VIII Equity Derivatives
NISM - SEBI

Achievements

2012
Utkal University Student Investment Fund
- Co-founded a student-run fund to invest a small portion of the University’s endowment
- Managed a $105k diversified, mid-cap equities fund - Outperformed benchmark by 4% since 2012 inception 
-  Presented research reports to University Board of Directors with company information and investment thesis 
2009
Utkal University Cricket Team
- Attended league meetings and organized all games and practices in lieu of coaching staff
- Successfully recruited over 12 new players and developed an alumni support network via campaigns 
- Reinvigorated the program, raising thousands of rupees in financial support from alumni 

Quote

"Its never too late to be what you might have been"

George Eliot

Hobbies & Interests

  • Cricket
  • Travelling
  • Art and crafts
  • Pet Care

Languages

English
(Fluent)
Hindi
(Fluent)
Odia (Oriya)
(Native)

Get in touch with SOMANATH