1. Rajesh Mohta
Mail : raj.mohta@yahoo.co.in
Contact: + 91 9619819091
A Commerce Graduate with 18 years of experience in the securities market,
seeking a responsible position with a reputed organization.
Préciis
P ré c s
An energetic, self-motivated person with fast learning ability and management
capability.
Presently working with K RChoksey Securities pvt Ltd. Mumbai
Organiisattiionall Exposure
Organ sa ona Exposure
Rajratan R Mohta Securities Pvt Ltd (Apr 93-Nov 05)
As it was own broking firm I was handling the entire work the brokerage part and
the back office department
As it was suspended in 1999 by sebi. Now the card is slient.
Indiabulls Securities Limited (Dec 05-Oct 06)
Job Title: Relationship Manager
Job Responsibility:
Client acquisition and servicing
Supervision and assistance for share trading, De-mat queries etc
Managing relationship with existing clients and support them in managing their
portfolios.
Brokerage generation
Advisory services to the customers for all investment needs.
Overall customer care and business development.
Job Title: Team leader (Nov 06-Jan 08)
Job Responsibility:
Team handling
Brokerage generation
Advisory services to the customers for all investment needs
Overall customer care and business development

2. Way2Wealth Securities Pvt Ltd (Feb 08- Apr 09)
Job title: Branch Manager
Job Responsibility:
Team handling
Brokerage generation
Advisory services to the customers for all investment needs
Overall customer care and business development.
Additional to that mutual funds and handling insurance life and non life
K RChoksey Securities pvt Ltd (Nov 10- Till Date)
Job title: Senior Client Relationship Manager(NRI)
Portfolio Management Services
Job Responsibility::
Managing investment portfolios for HNIs clients,Propose new investment strategies for
clients.
Recommend trades based on growth/value, long/short ideas, event-driven
opportunities, sector trends
Recommending Investments Ideas with Reference to Fundamental &Technical Analysis
Responsible for activities regarding customer relation management and maximizing
revenue
Development of Distributors network across India for PMS clients
Educattiion
Educa on
B.Com
MUMBAI UNVERCITY
1998-1999
H.S.C (MSEB)
BHAVANS College (MUMBAI)
1996-1997
S.S.C (MSEB)
H V B SCHOOL (MUMBAI)
1993-1994

3. Awards and achiievementts::
Awards and ach evemen s
In my professional career, I have been promoted within six month after joining the
organisation with two consecutive salary hike.
Personall IInfformattiion
Persona n orma on
Date Of Birth 02 January, 1977.
Father’s Name Shri. Rajratan R Mohta
Hobbies Music, Computer Games, Playing Games
Gender Male
Marital Status Married
Language Known English, Hindi
Decllarattiion
Dec ara on
I hereby declare that the above information is true to the best of my knowledge.
Date –
Name: Rajesh Mohta