Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Pragya Ray

Noida

Summary

  • Skilled Equity Dealer with deep understanding of securities trading and investment strategies. Background includes managing client portfolios, executing trades, analyzing market trends and providing financial advice to clients. Strengths lie in strong analytical skills, strategic decision-making abilities and comprehensive knowledge of equity markets. Notable for improving portfolio performance through meticulous trade execution and keen insight into market movements.
  • Results-oriented investment professional with a demonstrated track record of success in improving strategic plans in order to adapt to dynamic industry trends. Exceptional analytical and critical thinking skills with a self-directed mindset and unsurpassed work ethic.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Equity Dealer (Deputy Manager)

Kotak Securities
Noida
02.2024 - Current
  • Monitored stock market trends and adjusted portfolio allocations accordingly.
  • Conducted research on potential investments, such as stocks, bonds, mutual funds, and commodities.
  • Developed strategies to maximize returns while minimizing risk in portfolios.
  • Managed trades for equities, IPOs, commodities and derivatives.
  • Directed portfolio management according to acceptable risk levels.
  • 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.
  • Reviewed client accounts regularly to ensure compliance with regulatory requirements and objectives.

Senior Relationship manager

SBI Cap Securities Limited
11.2021 - 11.2023
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
  • Delivering financial advice to clients, proposing strategies to achieve short and long term objectives for investment with minimal risk
  • Handling client queries related to service, trading application and documentation etc and offering them optimum solution
  • Building relationships with clients and providing them research based recommendations for asset allocation within their portfolio and generating brokerage.

Advisor

Religare Broking Limited
09.2020 - 11.2021
  • Produced detailed reports outlining key issues and proposed solutions
  • Planned, developed and implemented strategies to convey information with key decision makers
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
  • Created business plan and identified target customers by interacting on phone, handling basic inquiries and providing quotes.

Assistant Manager

Karvy Stock Broking Limited
09.2018 - 12.2019
  • Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or Hold strategy
  • Help clients to execute trade online and place orders on behalf of them
  • Ensure active management and participation of clients and achieve the revenue target
  • Purchased and Sold shares, securities, bonds and other funds for clients
  • Provide regular update to clients regarding the market changes and subsequent changes in the portfolio
  • Assist in new client acquisition, building new relationships and increasing depth in existing relationships.

Education

Bachelor of Commerce -

Purvanchal University
Jaunpur, Uttar Pradesh

Skills

  • Networking and relationship building
  • Handing all client relations
  • Risk management strategies
  • Strong analytical skills
  • Client Relations
  • Derivatives trading
  • Data trending
  • Technical Analysis

Certification

  • NISM Series VIII
  • NISM Series I
  • IRDA

Accomplishments

  • Phuket Qualify in SBI securities
  • Dubai Qualify in SBI securities
  • Multiple times PAN India Winner in Dealership ,Brokerage & Margin

Timeline

Equity Dealer (Deputy Manager)

Kotak Securities
02.2024 - Current

Senior Relationship manager

SBI Cap Securities Limited
11.2021 - 11.2023

Advisor

Religare Broking Limited
09.2020 - 11.2021

Assistant Manager

Karvy Stock Broking Limited
09.2018 - 12.2019

Bachelor of Commerce -

Purvanchal University

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Pragya Ray