RAKESJ JAIN
MUMBAI
Summary
Experienced trading professional with strong leadership skills and a proven ability to manage and mentor high-performing teams. Skilled in executing trades, analyzing market trends, and managing risks to drive profitability. Adept at making quick, strategic decisions in fast-paced environments while ensuring compliance with financial regulations. A strong communicator and team player, committed to fostering collaboration and delivering successful trading outcomes.
Overview
12
12
years of professional experience
Work History
Assistant Branch Manager
Aditya Birla Money Ltd
Mumbai
07.2021 - Current
- Lead and manage a team of traders, guiding them in executing trades, analyzing market trends, and maximizing profitability.
- Drive sales of third-party financial products, including insurance, mutual funds, and other investment solutions, to expand revenue streams.
- Develop and implement strategies to enhance team performance, ensuring targets for both trading and product sales are met.
- Provide training and mentorship to team members on trading strategies, risk management, and effective product pitching techniques.
- Build and maintain strong client relationships, offering tailored investment solutions that align with their financial goals.
- Ensure compliance with financial regulations and company policies while maintaining high ethical standards in trading and sales operations.
- Monitor market trends and product performance to identify new opportunities and optimize sales strategies for third-party financial products.
- Identify and onboard new clients for trading accounts, driving sales and revenue growth.
Sr. Relationship Manager
ITI securities ltd.
Mumbai
12.2020 - 07.2021
- Identify and onboard new clients for trading accounts, driving sales and revenue growth.
- Advise clients on trading strategies, market trends, and investment opportunities to optimize their portfolios.
- Maintain strong relationships with existing clients, ensuring high engagement and retention through personalized service.
- Ensure all trading activities adhere to regulatory guidelines and internal compliance policies.
- Stay updated on stock market trends, technical analysis, and trading tools to provide informed recommendations.
Business Manager
Mangal Keshav Securities LLP
Mumbai
08.2019 - 10.2020
- Identify and onboard new clients for trading accounts, driving sales and revenue growth.
- Advise clients on trading strategies, market trends, and investment opportunities to optimize their portfolios.
- Maintain strong relationships with existing clients, ensuring high engagement and retention through personalized service.
- Ensure all trading activities adhere to regulatory guidelines and internal compliance policies.
- Stay updated on stock market trends, technical analysis, and trading tools to provide informed recommendations.
Business Manager
LKP Securities Ltd
Mumbai
06.2015 - 07.2019
- Identify and onboard new clients for trading accounts, driving sales and revenue growth.
- Assess clients' risk tolerance and financial goals to recommend suitable investment opportunities.
- Manage and optimize clients' trading portfolios based on market conditions and investment strategies.
- Guide clients in selecting the best stocks and assist them in making informed short-term and long-term investment decisions.
- Keep track of central bank policies from major economies and analyze their impact on market trends.
- Provide continuous support, market insights, and tailored recommendations to enhance client satisfaction and retention.
Currency Dealer
Angel broking Ltd.
Mumbai
12.2012 - 05.2015
- Execute buy/sell transactions in indian currency markets while ensuring competitive pricing and minimal risk exposure.
- Monitor currency trends, central bank policies, and economic indicators to provide informed trading decisions.
- Manage currency exposure, hedge positions, and ensure compliance with regulatory and internal risk guidelines.
- Assist clients in trading, provide insights on currency movements, and execute trades based on their requirements.
Education
BBA - Finance
IBB
KOTA03-2011
CFA Level 2 Pursuing -
CFA USA
Skills
- Team leadership
- Regulatory compliance
- Market analysis
- Client relationship management
- Sales strategy
- Investment solutions
Accomplishments
- Aditya Birla Capital award in 2022
- Aditya Birla Money: Reward and recognition in the 2nd quarter and 3rd quarter of 2024
Timeline
Assistant Branch Manager
Aditya Birla Money Ltd
07.2021 - Current
Sr. Relationship Manager
ITI securities ltd.
12.2020 - 07.2021
Business Manager
Mangal Keshav Securities LLP
08.2019 - 10.2020
Business Manager
LKP Securities Ltd
06.2015 - 07.2019
Currency Dealer
Angel broking Ltd.
12.2012 - 05.2015
BBA - Finance
IBB
CFA Level 2 Pursuing -
CFA USA
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