ABHIMEET SINGH SALUJA
Indore
Summary
I have cleared CFA level 1 and NISM 8, and now I am waiting for CFA Level 2 results which signify I possess reasonable knowledge about financial markets, I am way too much interested in finance industry and make very good career out of it. My previous employer's were very impressed by me as I am very Passionate about my work, Working hard and providing value to the firm and customers gives me immense amount of satisfaction.
Overview
3
3
years of professional experience
Work History
Dealer Cum RM
Arihant Capital
Indore
12.2023 - 08.2024
- Enter clients' transactions on Omnesys Nest and provide them with daily trade confirmations and updates.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Identified needs of customers promptly and efficiently.
- Maintained updated knowledge through continuing education and advanced training for interns.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Business Support Executive
Virtual Support Business
Indore
07.2022 - 07.2023
- I regularly answered customer inquiries and provided accurate information regarding the services offered, ensuring a positive experience for our clients
- I analyzed data from customer surveys to identify areas for improvement in the services offered, allowing us to enhance our offerings and better meet customer needs and increase sales
- I actively created and maintained relationships with key clients to foster new business opportunities and strengthen our existing partnerships
- I played a pivotal role in the organization by developing policies, procedures, and systems that significantly improved efficiency across all departments, leading to enhanced overall operational performance
- I was an integral part of the team, providing valuable assistance in developing long-term strategic plans for growth within the company, helping us chart a clear path to future success
- I successfully negotiated with vendors to secure the best pricing terms, resulting in cost savings and improved profitability for the company
- I prepared monthly financial reports of junior staff for review, ensuring accuracy and compliance with financial standards
- I prioritized the development and maintenance of good relationships with both internal and external stakeholders, fostering collaboration and trust to support the organization's goals
- I meticulously handled confidential documents and sensitive information with the utmost discretion, ensuring the security and privacy of critical data
- I developed and implemented administrative processes and procedures aimed at improving efficiency across the organization, resulting in streamlined operations and enhanced productivity
- I provided valuable support by assisting in the preparation of presentations, documents, and other materials for meetings and events, ensuring that they were well-organized and visually appealing
- I diligently monitored and updated databases and records as needed, maintaining accurate and up-to-date information for efficient operations
Assistant Manager
Guru Nanak Suspensions LTD.
Pithampur District
08.2021 - 06.2022
- Maintained a positive, outgoing attitude for high-stakes client meetings and motivated clients to sign on the dotted line
- Build a healthy relationship with existing clients and acquired high net worth clients
- Generated Sales lead
- Created and maintained spreadsheets using Excel
- Created and maintained records for the business, and reviewed and tracked data using software
- Maintained track record and attendance of other employees
Education
CFA Level 2 - Finance
Charted Financial Analyst
11-2024
NISM 8 Equity and Derivatives - Finance
07.2023
Bachelor's - Bachelors Of Business Administration
International Institute Of Professional Studies
Indore06.2021
High school or equivalent - Commerce And Maths
New Digamber Public School
Indore01.2018
Skills
- Finance
- Stock Market
- Derivatives
- B2B Sales
- B2C Sales
- Excellent Communication Skills
- Complaint Handling
- Inbound call handling
- Outbound call handling
- Target Oriented
- Proficient knowledge of MS Excel and MS
Timeline
Dealer Cum RM
Arihant Capital
12.2023 - 08.2024
Business Support Executive
Virtual Support Business
07.2022 - 07.2023
Assistant Manager
Guru Nanak Suspensions LTD.
08.2021 - 06.2022
CFA Level 2 - Finance
Charted Financial Analyst
NISM 8 Equity and Derivatives - Finance
Bachelor's - Bachelors Of Business Administration
International Institute Of Professional Studies
High school or equivalent - Commerce And Maths
New Digamber Public School
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