Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Rajat Sharma

Rishikesh

Summary

Results-driven financial professional with a strong passion for the stock market and expertise in commodity derivatives trading. Utilizing advanced market analysis techniques, demonstrated proficiency in spread trading on the CME exchange, identifying profitable opportunities and executing strategic trades. Skills in risk management enable implementation of effective hedging strategies, minimizing exposure in volatile markets. Extensive experience in preparing comprehensive trade performance reports and collaborating with teams to refine trading strategies, contributing to the success of any trading operation. Proficiency in financial planning allows for valuable advice on investments such as stocks and insurance products.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Trainee Financial Market Analyst

Zephirum
07.2023 - 09.2024
  • Conducted spread trading on CME exchange within commodity derivatives segment, focusing on optimizing returns in futures market.
  • Monitored and analyzed price movements, market trends, and trading patterns to make informed trading decisions.
  • Collaborated with senior analysts and traders to refine trading strategies and improve trade execution efficiency.
  • Gained expertise in risk management by implementing effective hedging strategies to minimize exposure in volatile markets.
  • Leveraged knowledge of commodity derivatives market to contribute to firm's overall trading performance.

Marketing and Finance Intern

The Leading Solution
06.2022 - 08.2022
  • Gained foundational knowledge in taxation, investment options (e.g., stock market, PPF, NPS), and financial planning instruments such as insurance.
  • Worked on the India Mahajeevan First Life Insurance Project, focusing on selling insurance plans to clients and assisting them in onboarding.
  • Conducted detailed client consultations to explain insurance plans, assess their financial needs, and recommend appropriate solutions.
  • Verified client details and ensured accurate documentation during the onboarding process, maintaining compliance with company policies.
  • Enhanced communication and interpersonal skills by building client relationships and addressing queries effectively.

Education

M.B.A - Finance, Marketing

Uttaranchal University
Premnagar, Dehradun
01.2023

Bachelor of Commerce -

Shri Dev Suman Uttrakhand Vishwavidyalay
Rishikesh
01.2021

Skills

  • Technical Analysis
  • Market Analysis
  • Derivative Trading Strategies
  • Risk Management
  • Communication and Presentation Skills
  • Ms- Excel

Certification

  • Beginner to Pro in Excel: Financial Modeling and Valuation, Udemy
  • Certified Financial Market Analyst, Zephirum Research Pvt. Ltd

Timeline

Trainee Financial Market Analyst

Zephirum
07.2023 - 09.2024

Marketing and Finance Intern

The Leading Solution
06.2022 - 08.2022

M.B.A - Finance, Marketing

Uttaranchal University

Bachelor of Commerce -

Shri Dev Suman Uttrakhand Vishwavidyalay
Rajat Sharma