ISHWAR RAJU PATIL
Equity Dealer
Thane
Summary
Enthusiastic and results-driven professional seeking to leverage my knowledge, skills, and passion for the stock market to contribute to the growth of a reputable financial organization. Looking for a dynamic role where I can apply my energy and commitment to market analysis, investment strategies, and financial decision-making to create value for both clients and the organization.
Overview
2
2
years of professional experience
2022
2022
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Equity Dealer
Arham Shares Private Limited
12.2022 - 02.2024
- Educated clients on equity markets and investment strategies, empowering them to make well-informed decisions.
- Enhanced trade execution efficiency with meticulous attention to detail and thorough research.
- Streamlined order processing by adopting efficient workflows, resulting in faster trade completions.
- Maintained compliance with industry regulations, safeguarding both firm and client interests.
Senior Relationship Manager
5 Paisa Capital
03.2024 - 06.2024
- Consistently exceeded revenue targets through proactive account management and cross-selling of 3rd party products and services.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
Equity Dealer/Advisor
Moneyfrog Cosultant Private Limited
10.2024 - Current
- Analyzed industry and company trends to develop customized strategies.
- Delivered comprehensive reports on portfolio performance to clients regularly, highlighting key results and recommendations.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Worked on behalf of companies to buy and sell financial instruments.
- Generated revenue of 3 lakh individually by Tax Harvesting.
Education
B.E - CIVIL ENGINEERING
New Horizon College Thane
HSC - undefined
People Education College Thane
Thane, MaharashtraSSC - undefined
Nanik Education High School Thane
Thane, MaharashtraSkills
- Microsoft Word, Excel,Power Point
- Deep Knowledge about Equity & Derivatives
- Market Knowledge
- Technical Knowledge
- Trade executions
- Can identify fundamentally strong stocks
Certification
NISM VIII (Equity & Derivatives)
Personal Information
- Father's Name: Raju Narayan Patil
- Mother's Name: Kalpana Raju Patil
- Date of Birth: 01/08/00
- Gender: male
- Nationality: Indian
- Marital Status: Unmarried
Disclaimer
I hereby declare that all the information given above is true and I hold the responsibility of its authenticity.
Timeline
Equity Dealer/Advisor
Moneyfrog Cosultant Private Limited
10.2024 - Current
Senior Relationship Manager
5 Paisa Capital
03.2024 - 06.2024
Equity Dealer
Arham Shares Private Limited
12.2022 - 02.2024
HSC - undefined
People Education College Thane
SSC - undefined
Nanik Education High School Thane
B.E - CIVIL ENGINEERING
New Horizon College Thane
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