RAHUL R
Hyderabad
Summary
Dynamic equity dealer with a proven track record at Sbi Securities, excelling in investment strategy and client relationship management. Leveraged data analysis to drive informed market insights, achieving revenue targets and enhancing client satisfaction. Skilled in KYC and AML compliance, with a passion for delivering exceptional service and fostering strong client connections.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Equity Dealer
Sbi Securities
03.2025 - Current
- Responsible for executing trades for clients, providing market insights, and investment advice, and managing client relationships.
- Analyzed market trends to provide informed investment recommendations.
- Individually operate NSE/BSE terminals.
- Achieve laid-down budgets with respect to revenue generation and client activation.
Client servicing
Talent corner
01.2023 - 10.2024
- Building and maintaining strong relationships with clients through regular communication, understanding their needs, and providing excellent service.
- Identifying and resolving client issues promptly and effectively, ensuring their satisfaction.
- Gathering feedback from clients to improve service quality and identify areas for enhancement.
- The ability to manage multiple tasks and prioritize effectively is important.
Education
Certified Investment Banking Operations - Finance
Imarticus Learning
Hyderabad10-2025
Bachelor's - Automobile engineering
Manipal university
JaipurAssociate - Financial modeling and analysis with PWC India
Upgrad
HyderabadSkills
- Aml
- KYC
- Investment strategy
- Financial valuation
- Financial markets
- Equity and derivatives
- Data analysis
- Variance analysis
- Power BI
- Microsoft Excel
Certification
- Finance modeling and analysis , financial statements, creating financial budgets.
- Certified investment banking operations, AML, CDD, KYC remediation, and transaction monitoring
- NISM 8 equity and derivatives
- NISM XV research analyst
Timeline
Equity Dealer
Sbi Securities
03.2025 - Current
Client servicing
Talent corner
01.2023 - 10.2024
Certified Investment Banking Operations - Finance
Imarticus Learning
Bachelor's - Automobile engineering
Manipal university
Associate - Financial modeling and analysis with PWC India
Upgrad
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