Sunil Kumawat
Delivery Manager
Whitianga,WKO
Summary
Sunil Kumawat is a dynamic and results-oriented professional known for his exceptional multitasking abilities. With a proven track record of success in various roles and industries, he excel in managing multiple tasks simultaneously while maintaining a high level of productivity and quality. In his career, Sunil kumawat has demonstrated the capacity to juggle diverse responsibilities with ease and efficiency. Whether it's handling client inquiries, coordinating projects, or managing administrative tasks, he have a keen eye for detail and a systematic approach to prioritizing and completing tasks in a timely manner. priorities and deliver results makes valuable asset to any organization.
Overview
21
21
years of professional experience
Work History
Delivery Driver
Heny Distributor
07.2023 - Current
- Ensured customers received their orders in a timely manner, providing excellent customer service at every opportunity
- Checked delivery addresses and verified correct package delivery
- Managed multiple tasks simultaneously while delivering goods within specified time frames
- Utilized GPS systems to accurately navigate routes while adhering to scheduled delivery times
- Maintained set routes and schedules to meet customer expectations
- Developed strong relationships with customers by providing friendly service and responding to inquiries promptly
- Adhered to delivery schedules and deadlines
- Loaded and unloaded delivery vehicles with accuracy, ensuring all items were accounted for
- Contacted customers prior to delivery to confirm and coordinate delivery times.
Manager
IIFL Wealth Management
08.2019 - 06.2023
- Assessing clients' financial situations, understanding their goals, and creating comprehensive financial plans to achieve those objectives
- Developing and implementing investment strategies tailored to clients' risk tolerance, financial goals, and time horizons
- Monitoring and adjusting portfolios as needed
- Identifying potential risks and implementing strategies to mitigate them
- Helping clients plan for the transfer of their wealth to heirs or charitable organizations while minimizing tax implications
- Collaborating with tax professionals to optimize clients' tax positions and minimize tax liabilities
- Assisting clients in preparing for retirement by evaluating income sources, estimating expenses, and recommending strategies to ensure a comfortable retirement
- Maintaining regular communication with clients to update them on their financial progress, address concerns, and adjust strategies based on changing circumstances
- In-depth knowledge of financial markets, investment vehicles, tax laws, and financial planning strategies
- Ability to analyze complex financial data and market trends to make informed investment decisions
- Strong communication and interpersonal skills to effectively convey financial concepts to clients and build trust
- Adept at identifying financial challenges and providing creative solutions to meet clients' goals
- Adherence to ethical standards and a commitment to acting in the best interests of clients
- Flexibility to adapt to changing market conditions and client needs.
Branch Manager
HDFC Securities
04.2011 - 08.2020
- Oversee the daily operations of the branch, including trade execution, account management, and customer service
- Ensure compliance with industry regulations, company policies, and legal requirements
- Supervise and lead a team of stockbrokers, investment advisors, and support staff
- Provide guidance, training, and mentorship to enhance the team's performance
- Build and maintain strong relationships with clients, addressing their financial needs and concerns
- Resolve client issues and ensure high levels of customer satisfaction
- Develop and implement strategies to attract new clients and grow the branch's customer base
- Work with the sales team to achieve revenue targets and increase market share
- Monitor and manage risk exposure within the branch, ensuring compliance with risk management policies and procedures
- Manage the branch's budget, expenses, and financial performance
- Analyze financial reports and make strategic decisions to improve profitability
- Stay informed about market trends, economic developments, and changes in financial regulations
- Provide insights to clients and the team based on market analysis
- Ensure that the branch operates in accordance with regulatory requirements and industry standards
- Implement and enforce compliance policies and procedures
- In-depth understanding of financial markets, investment products, and trading processes
- Strong leadership and management abilities to guide and motivate the team
- Excellent communication and interpersonal skills for effective client interaction and team collaboration
- Ability to develop and execute effective sales and marketing strategies.
Branch Manager
Asit C Mehta
05.2010 - 04.2011
- Oversee the daily operations of the branch, including trade execution, account management, and customer service
- Ensure compliance with industry regulations, company policies, and legal requirements
- Supervise and lead a team of stockbrokers, investment advisors, and support staff
- Provide guidance, training, and mentorship to enhance the team's performance
- Build and maintain strong relationships with clients, addressing their financial needs and concerns
- Resolve client issues and ensure high levels of customer satisfaction
- Develop and implement strategies to attract new clients and grow the branch's customer base
- Work with the sales team to achieve revenue targets and increase market share
- Monitor and manage risk exposure within the branch, ensuring compliance with risk management policies and procedures
- Manage the branch's budget, expenses, and financial performance
- Analyze financial reports and make strategic decisions to improve profitability
- Stay informed about market trends, economic developments, and changes in financial regulations
- Provide insights to clients and the team based on market analysis
- Ensure that the branch operates in accordance with regulatory requirements and industry standards
- Implement and enforce compliance policies and procedures.
Branch Manager
Geojit Financial
08.2006 - 08.2007
- Oversee the daily operations of the branch, including trade execution, account management, and customer service
- Ensure compliance with industry regulations, company policies, and legal requirements
- Supervise and lead a team of stockbrokers, investment advisors, and support staff
- Provide guidance, training, and mentorship to enhance the team's performance
- Build and maintain strong relationships with clients, addressing their financial needs and concerns
- Resolve client issues and ensure high levels of customer satisfaction
- Develop and implement strategies to attract new clients and grow the branch's customer base
- Work with the sales team to achieve revenue targets and increase market share
- Monitor and manage risk exposure within the branch, ensuring compliance with risk management policies and procedures
- Manage the branch's budget, expenses, and financial performance
- Analyze financial reports and make strategic decisions to improve profitability
- Stay informed about market trends, economic developments, and changes in financial regulations
- Provide insights to clients and the team based on market analysis
- Ensure that the branch operates in accordance with regulatory requirements and industry standards
- Implement and enforce compliance policies and procedures.
Relationship Manager
Karvy stock Broking
07.2003 - 07.2006
- Build and maintain strong relationships with clients by understanding their financial goals and risk tolerance
- Act as the main point of contact for clients, addressing inquiries, and providing timely assistance
- Assess clients' financial situations and investment preferences to offer tailored investment advice
- Provide information on various financial products, market trends, and investment strategies
- Create and manage investment portfolios based on clients' objectives, risk profiles, and market conditions
- Monitor and adjust portfolios as needed to align with clients' changing needs or market dynamics
- Identify opportunities for upselling financial products and services to existing clients
- Contribute to the growth of the client base through referrals and new client acquisition
- Stay informed about market trends, economic indicators, and changes in financial regulations
- Provide clients with insights and recommendations based on market analysis
- Educate clients about potential risks associated with their investments and recommend risk mitigation strategies
- Educate clients on various investment options, financial planning strategies, and market dynamics
- Ensure compliance with regulatory requirements and maintain accurate client records and documentation
- Strong understanding of financial markets, investment products, and trading processes
- Excellent verbal and written communication skills to effectively convey complex financial information to clients
- Ability to build rapport with clients and promote financial products and services effectively.
Education
Bachelor of Accounting -
Vikram University
01.2004
Skills
- Team Work
- Customer Service
- Sales and Operations Planning
- Stockbroking
- People Management
- Employee Support
- Staff Development
- Hard Working
- Customer Sales
- Self Motivation
- Sales
- Time Management
- Willingness to Learn
- Proactive Attitude
- Computer Literacy
- Communication Skills
- Punctual
- Analytical Thinking
- Economic Analysis
- Network Services
- Financial Management
- Researching
Languages
English
Gujarati
Hindi
Marathi
Timeline
Delivery Driver
Heny Distributor
07.2023 - Current
Manager
IIFL Wealth Management
08.2019 - 06.2023
Branch Manager
HDFC Securities
04.2011 - 08.2020
Branch Manager
Asit C Mehta
05.2010 - 04.2011
Branch Manager
Geojit Financial
08.2006 - 08.2007
Relationship Manager
Karvy stock Broking
07.2003 - 07.2006
Bachelor of Accounting -
Vikram University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Location
RemoteImportant To Me
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