Aditi Sharma
Financial Advisor
Nagpur
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Persuasive Trader with more than 3 years of experience in Stocks and Options. Adept at making fast decisions and working under pressure. Successful at raising profits and maintaining financial stability.
Overview
3
3
years of professional experience
2
2
Languages
Work History
Financial Advisor
Motilal Oswal Financial Services
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Increased overall portfolio returns by analyzing market trends and executing strategic trades.
- Assisted clients in diversifying their portfolios, mitigating risk exposure while maximizing return potential.
- Collaborated with team members to identify new trading strategies, resulting in higher profit margins.
- Evaluated complex financial instruments, determining potential risks and rewards for various investment scenarios.
- Developed strong client relationships by providing exceptional customer service and timely communication on market updates.
Relationship Manager
Dream Touch Investments
03.2021 - 10.2022
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Communicated with stockholders or other investors to provide information or raise capital.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Established strong client relationships to drive business development.
- Supervised daily asset movement, new account development and trade review.
- Executed complex options orders.
- Reported on monthly trading activity and volumes for management teams.
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Mentored junior traders on strategies and best practices.
Education
BBA - Financial Accounting
G.H Raisoni College of Commerce & Technology
High School - Science Education
Late Radha Devi High School
Secondary Education -
St. Xavier's High School
Skills
Account Management
Client Acquisition
Wealth Management Portfolios
Critical Thinking
Market Trends Analysis
Loss Prevention
Money Handling
Relationship Building
Stock Trading
Trading Strategization
Future & Options Trading
Timeline
Financial Advisor
Motilal Oswal Financial Services
02.2023 - Current
Relationship Manager
Dream Touch Investments
03.2021 - 10.2022
BBA - Financial Accounting
G.H Raisoni College of Commerce & Technology
High School - Science Education
Late Radha Devi High School
Secondary Education -
St. Xavier's High School
Similar Profiles
Aaradhaya PandeyAaradhaya Pandey
Business Development Intern at Motilal Oswal Financial Services Ltd.Business Development Intern at Motilal Oswal Financial Services Ltd.
Rajat RautRajat Raut
Equity Dealer at Motilal Oswal Financial ServicesEquity Dealer at Motilal Oswal Financial Services
Brijesh BhavsarBrijesh Bhavsar
Assistant Manager at Motilal Oswal Financial Services LtdAssistant Manager at Motilal Oswal Financial Services Ltd
Abhishek MishraAbhishek Mishra
Equity Advisory & BDM Manager at Motilal Oswal Financial ServicesEquity Advisory & BDM Manager at Motilal Oswal Financial Services
RAHUL PANDERAHUL PANDE
Technical Support Executive at TeleperformanceTechnical Support Executive at Teleperformance