Jun 2024 – Dec 2025 · 1 yr 6 mos · India · Remote

• Hi,
• I’m Vimal Shukla 👋
• Equity & Derivatives Advisor | SEBI & IRDAI Certified | Career & Finance Mentor
• Welcome to my Topmate profile!
• I’m a passionate finance professional with hands-on experience in Capital markets, Equity & Derivatives Advisory, and real-time trade operations. Currently, I work at Motilal Oswal Financial Services Ltd. as an Executive, where I manage client portfolios, execute trades, and ensure compliance with SEBI regulations.
• 💡 What I can help you with:
• 📊 Understanding Capital Markets, Trading Mechanisms & Derivatives
• 📝 Preparing for NISM Certifications (Series 8),
• 📈 Investment Advice & Portfolio Structuring
• 🎓 Career Guidance for Commerce & Finance Students
• 💼 Job Readiness for Roles in Banking, Broking & Wealth Management
• I'm also certified by IRDAI, and have worked at ICICI Bank as a Relationship Manager, giving me an end-to-end view of both the retail banking and capital market ecosystem.
• If you're looking for clarity in finance careers, trading basics, or just want to know how to break into the broking or financial services industry — let’s connect. I'm here to help you move forward confidently

May 2024 – Dec 2025 · 1 yr 7 mos · Bengaluru, Karnataka, India · On-site

• 📍Providing expert investment recommendations in Equity & Derivative markets to help clients achieve financial goals.
• 📍Conducting market research, analyze trends, and recommend investment in F&O, Intraday, BTST, Swing Trading, Positional Trading, IPOs and long term wealth creation.
• 📍Managing and optimizing client portfolios for performance and risk management.
• 📍Building and maintaining strong client relationships through regular communication and market updates.
• 📍Ensuring compliance with regulatory requirements and maintain accurate documentation.
• 📍Staying updated on market developments, company performance, and micro & macroeconomic factors.
• 📍 According clients financial goals advising best financial products like MO IAP investment funds, Baskets, Mutual funds/SIPs, ETFs, Bonds, and insurance.
• 📍Meet business targets by onboarding clients and increasing assets under management (AUM).

Nov 2022 – Apr 2024 · 1 yr 5 mos · Prayagraj, Uttar Pradesh, India · On-site

• Senior Officer (RM) New Relationships in Retail Banking Group with 475 clients
• I worked for the Retail Banking group primarily focussing on inducting new businesses and to foster deep relationships with them. My duties included-
• 1- Opening and servicing CASA
• 2-CASA maintainance
• 3-Workflow management
• 4- Portfolio management
• 5-Cms servicing
• All Banking Services - Complete 360 degree - P2C
• Products Like:-
• Liabilities Products (Deposits) - Saving A/Cs, Current A/Cs, Fixed Deposits.
• Assets Products (Loans) - Personal Loan, Auto Loan, Home Loan, Business Loan, Education Loan, Loan against Property (LAP), OD Limits, CC Limits etc.
• In Investment - SIP, General Insurance,Health Plans etc.
• Some other Products Like - Credit Card, Demat A/c, Forex, Locker Facility, NTB/ETB QR, Family banking etc.

Jun 2022 – Oct 2023 · 1 yr 4 mos · Ikauna, Uttar Pradesh, India · On-site

Mar 2022 – Jul 2022 · 4 mos · Myorabad Prayagraj, Uttar Pradesh, India · On-site

• Registration Certificate
• Government of Uttar Pradesh
• Department of Food Safety and Drug Administration
• Food Safety and Standards Authority of India
• Registration Certificate under Food Safety and Standards Act, 2006
• Registration ID: 22722604000267
• Kind of Business -Food Distributor (Tiffin service home food delivery)
• Name and permanent address of Food
• Business Operator (FBO) - Mom's Food 365, Prayagraj, Myorabad, Nagar Nigam Food Safety Zone-13, Prayagraj, Uttar Pradesh-211002
• Email:- momsfood365@gmail.com
• This was my 1st startup which was got failed due to lack of fund and also some other reasons like - not having exclusive knowledge of food industry and online marketing strategy.

Sep 2016 – Apr 2019 · 2 yrs 7 mos · Balrampur, Uttar Pradesh, India · On-site