KHALID KHAN
NEW DELHI
Summary
Highly motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
Work History
Equity Advisor
New Vertical Vera Pvt Ltd
10.2023 - 01.2024
- Acquisition of Retail/HNI clients for equity through cold calling and arranging, attending and closing meetings with the motive of catering the company product.
- Provided advice on appropriate asset allocations based on individual clients goal and risk profiles.
- Maintained compliance with all regulatory requirements by adhering strictly to established policies and procedures for trading practices.
EQUITY DEALER
GROWIDE FINSERVE PVT LTD
07.2021 - 07.2023
- Service and advice HNI & Corporate clients on equity investments.
- Generate brokerage to achieve defined sales targets.
- Assist with all operations related to work.
- Executed trades on behalf of clients in accordance with their instructions.
MONITOR
VISUAL MEDIA
09.2020 - 06.2021
- Core responsibility to enter company's and politics news with short description from news media channel like Aaj Tak, CNBCTV18 etc, and convert short video's of that news's according to the client's need.
Education
Jamila Millia Islamia
New DelhiSkills
- Fundamental Analysis
- Valuation Techniques
- Problem Solving Ability
- Portfolio Management
Languages
ENGLISH
HINDI
Professional Experience
- Proficient in trading software
- Technical and fundamental knowledge of stocks
- Proficient in MS Office
- Gained additional certification in NISM-SERIES-VIII: Equity Derivatives
- Gained additional certification in tally. ERP 9
Personal Information
- Father's Name: Abid
- Mother's Name: Gulshana
- Date of Birth: 05/11/2001
- Gender : Male
- Age : 23
Timeline
Equity Advisor
New Vertical Vera Pvt Ltd
10.2023 - 01.2024
EQUITY DEALER
GROWIDE FINSERVE PVT LTD
07.2021 - 07.2023
MONITOR
VISUAL MEDIA
09.2020 - 06.2021
Jamila Millia Islamia
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