Pradeep Kumar Chaurasiya
Rampur
Summary
Results-driven capital markets professional seeking to create value through disciplined execution, risk-aware advisory, and client-first portfolio outcomes in equities and related products.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Manager , Dealer
Geojit Financial Services Ltd
05.2025 - Current
- Execute and confirm client orders across cash and derivatives segments, ensuring best execution, order accuracy, and exchange/regulatory compliance under defined risk limits.
- Monitor live market depth, indices, global cues, and corporate actions; disseminate actionable updates and research-driven ideas to mapped clients during market hours.
- Manage trade life cycle coordination with back office for trade files, contract notes, RMS escalations, and break-resolution to maintain error-free processing and T+ settlement discipline.
- Enhance branch revenue via cross-sell of equity, MF, SGBs, IPOs/NFOs, and 3rd-party products, while preventing mis-selling and adhering to suitability norms.
Trade Advisor
Aditya Birla Money Ltd
02.2024 - 04.2025
- Acquired and managed retail/HNI clients, generated brokerage revenue, and promoted third-party financial products per suitability and KYC norms.
- Placed orders on behalf of clients across segments; supported research call dissemination and market education to drive informed participation.
- Reactivated dormant clients through structured outreach, referrals, and need-based solutioning to improve wallet share and retention.
Sales Officer
Reliance Securities Ltd (Franchise)
05.2020 - 01.2024
- New client acquisition and revenue generation; distribution of third-party products aligned to investor goals and risk appetite.
- Coordinated onboarding, service, and cross-sell to improve client experience and product penetration.
Education
B.Com -
VBSPU
Intermediate -
U.P. Board
High School -
U.P. Board
Skills
- Investment Advisory
- Equity Advisory
- Wealth & Portfolio Management
- HNI Client Handling
- Risk Advisory
- Client Assessment & Analysis
- Relationship Management
- Banking Products
- Data Management
- Negotiation
- Conflict Resolution
- Team Leadership
- Interpersonal Skills
Certification
- NISM Series VIII: Equity Derivatives
- NISM Series VA: Mutual Fund Distributors
Personal Information
- Date of Birth: 01/15/95
- Gender: Male
- Marital Status: Married
Attributes
- Adaptable
- Quick learner
- Team-oriented
- Punctual
- Hardworking
- Strong data discipline
- Negotiation
- Conflict resolution
- Leadership
Timeline
Assistant Manager , Dealer
Geojit Financial Services Ltd
05.2025 - Current
Trade Advisor
Aditya Birla Money Ltd
02.2024 - 04.2025
Sales Officer
Reliance Securities Ltd (Franchise)
05.2020 - 01.2024
B.Com -
VBSPU
Intermediate -
U.P. Board
High School -
U.P. Board