Hariom Dubey
Mumbai
Summary
Dynamic Equity Dealer at Motilal Oswal with expertise in financial analysis and client consultation. Proven track record in developing investment strategies that maximize returns while minimizing risk. Adept at conducting market research and fostering strong client relations, ensuring tailored solutions that align with clients' financial goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Equity Dealer
motilal oswal
Mumbai
01.2024 - 02.2025
- Consulted with clients to identify their financial goals and create customized plans for achieving them.
- Assisted clients with understanding their investment options and selecting suitable products.
- Created presentations outlining new opportunities and strategies for clients.
- Attended seminars, conferences, and workshops related to equity dealing practices.
- Ensured accuracy when entering orders into the system by double-checking details before submission.
- Developed strategies to maximize returns while minimizing risk in portfolios.
- Conducted research on potential investments, such as stocks, bonds, mutual funds, and commodities.
Education
B.com -
Viva College
Virar West05-2025
Skills
- Financial analysis
- Investment strategies
- Client consultation
- Market research
- Risk assessment
- Customer service
- Portfolio management
- Client relations
Certification
- NISM SERIES 8 Equity & Derivatives
- NISM SERIES V MUTUAL FUND DISTBUTIORS
Finance/Stock Market
"Aspiring finance professional with a strong foundation in equity derivatives, technical analysis, and trading strategies. Looking to apply my analytical skills in a dynamic trading or investment role
Affiliations
.NISM Series VIII - Equity Derivatives (In Progress)
• Learning futures & options, margin requirements, hedging strategies
• executed intraday/swing trades using strategies like EMA crossover, RSI divergence
• managed ₹50 lacs capital with strict stop-loss and journaling discipline
Accomplishments
- Achieved, Built, Created, Ranked, Passed, Completed, Developed
- Presented a Stock Analysis Report to a Mentor/Club
Timeline
Equity Dealer
motilal oswal
01.2024 - 02.2025
B.com -
Viva College