Trading and Investing Analysis (Stock Market)
DHARA RAVAL
Direct Assist Executive
Thane Maharashtra
Summary
An ambitious, energetic and a quick learner who wants to secure a challenging and responsible position in a reputable organization to implement and expand my learnings, knowledge and skills. Work as per company targets and agendas to increase profitability.
Overview
3
3
years of professional experience
6075
6075
years of post-secondary education
Work History
Direct Assist Executive
JP Infra Realty Pvt. Ltd.
02.2024 - Current
- TICKET SIZE HANDLED - 40 LACS TO 4 Cr
- Responsible for generating sales through calling the customers and developing opportunities for the sales team through given sales leads.
- Auditing the leads and expanding the customer base through referral generations.
- Collecting customer feedback,market research and keeping up to date with new products launches.
- Ability to drive the sales process from sales to close and the maximum lead conversion.
- On Site Pre sales or Direct client handling and assisting with closing and provide valuable insights to clients.
- Taking regular follow ups with visited customers to generate revisits.
- Maintaining a high repo with the booked customers and generating maximum number of referrals to close more deals.
- Work closely with customers, loan lenders and CRM team to ensure smooth closing process.
RCMS AR Specialist II
QUALIFACTS | Revenue Cycle Management
03.2023 - 06.2023
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Responsible for all facets of medical billing with an emphasis on maximizing client satisfaction and profitability.
- Reviewed the patience demographic information. This position requires strong working knowledge of managed care plans, insurance carries, referrals and precertification.
- Produced monthly statistical reports for management on billings elated procedures.
- Maintain different Revenue Software for the solutions of payments and billings .
Marketing Trainee
Jiyonwall OPC PVT LTD
09.2022 - 11.2022
- Participated in brainstorming sessions to generate creative ideas for campaigns.
- Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.
- Created reports to track performance of marketing campaigns and suggest improvements.
- Developed and implemented comprehensive marketing strategies to increase brand awareness and customer acquisition.
- Conducted market research and analysis to identify consumer trends and preferences.
- Conducted market research to identify customer needs and preferences.
- Provided support to sales team, aiding in the preparation of presentations for client meetings.
Stock Trader - Intern
SMC Global Securities Ltd.
05.2022 - 08.2022
- Buy and sell stocks, bonds or any financial instrument on behalf of the clients
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Marketing and Sales for existing offers regarding demat account to the customers.
Education
MBA - Finance
Parul University
Vadodara, Gujarat 04.2001 - 04.2023
Bachelor of Commerce - Accounts And Finance
M.J.Kundaliya College
Rajkot, GujaratSenior Secondary School - Commerce
Shree N.P.K.V.
Rajkot, GujaratSecondary School -
Mother Teresa
Jamjodhpur, GujaratSkills
Team Work
Strong Leadership
Sales Negotiation
Customer Relationship Management
Problem Solving
Salesforce
MS Office
Trading Terminal
Credible Software
Projects
- Make Aware the people about trading Market (SMC GLOBAL SECURITIES LTD.)
Mentor : Mr.Bhavesh Patel, Team Size :10
Key Skills : Technical, Marketing, Creative Problem Solving, Productivity
- Business Management (STATE BANK OF INDIA)
Mentor: Mr.Atul , Team Size : Individual
Key Skills : Study Organization culture , Employee Interaction, Market reading and analysis
Interests
Real Estate
Digital Marketing
Human Resource Management
Classical Dance & Sketching as Hobby
Awards And Scholarships
- Achieved best performer of the month (sales) twice,May- June 2024
- Winner Of the Extra Miler Award -2024 (JP Infra Pvt.Ltd)
- 2nd Runner up in National level Innovation competition "Innove Excellence 2021"
Personal Information
References
- Ramanath Muralidharan,GM-Distribution (Key Accounts),Runwal +91-9833742989
- Manish Rajdev, Manager, Neelkanth Group, +91-9870880688
Timeline
Direct Assist Executive
JP Infra Realty Pvt. Ltd.
02.2024 - Current
RCMS AR Specialist II
QUALIFACTS | Revenue Cycle Management
03.2023 - 06.2023
Marketing Trainee
Jiyonwall OPC PVT LTD
09.2022 - 11.2022
Stock Trader - Intern
SMC Global Securities Ltd.
05.2022 - 08.2022
MBA - Finance
Parul University
04.2001 - 04.2023
Bachelor of Commerce - Accounts And Finance
M.J.Kundaliya College
Senior Secondary School - Commerce
Shree N.P.K.V.
Secondary School -
Mother Teresa
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