Travelling
Rakshit Talwar
Relationship Managment
Amritsar
Summary
Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Relationship Manager
Smc Global Securities
Amritsar
01.2024 - Current
- Analyzed business processes to identify cost savings and operational efficiencies
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
- Worked with Name and Name departments to facilitate communication and deliver personalized solutions to customers.
- Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
- Increased client satisfaction levels by providing timely and accurate stock updates, ensuring informed decisionmaking.
- Created financial strategies to optimize portfolio performance and reduce risk.
Trainee
Franchise
Amritsar
01.2023 - 12.2023
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Effectively negotiated favorable terms with counterparties when executing large-scale trades on behalf of clients.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Executed bilateral trading opportunities to increase revenue Number% and create $Amount in savings.
- Improved stock portfolio performance by conducting thorough financial analysis and identifying lucrative investment opportunities.
- Delivered comprehensive industry analyses highlighting key trends shaping the competitive landscape within specific sectors under coverage.
- Optimized internal reporting processes by automating data collection and analysis tasks, saving both time and resources.
- Developed financial projections and forecasts to guide investment decisions.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Developed trading strategies to maximize returns on investments.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Prepared opening account documentation and risk management reporting.
Pre Sales Representative
Krv Distribution Pvt Ltd.(Pepsico)
Amritsar
07.2018 - 12.2022
- Contributed to team sales goals by upselling products and services to customers
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
Education
Master Of Business Administration - Marketing
Lovely Professional University
Amritsar 04.2020 - 03.2022
Senior Secondary - Commerce
Hindu Collegiate Senior Secondary School
Amritsar 04.2015 - 03.2017
Bachelor Of Commerce - Commerce
Hindu Sabha Colleg
Amritsar 04.2017 - 03.2020
Skills
Customer Service
Investment and Wealth Planning
Policy Management
Financial planning processes
Relationship Building
New Business Development
Customer Education and Consulting
Value Selling
Client acquisition
Business relationship cultivation
Relationship Management
Investor Relations
Quantitative Analysis
Profitability analysis
Equity research
Financial Planning
Certification
Licensed [nism series 8]
Interests
Research
Debate
Software
Odion
Timeline
Relationship Manager
Smc Global Securities
01.2024 - Current
Licensed [nism series 8]
12-2023
Trainee
Franchise
01.2023 - 12.2023
Master Of Business Administration - Marketing
Lovely Professional University
04.2020 - 03.2022
Pre Sales Representative
Krv Distribution Pvt Ltd.(Pepsico)
07.2018 - 12.2022
Bachelor Of Commerce - Commerce
Hindu Sabha Colleg
04.2017 - 03.2020
Senior Secondary - Commerce
Hindu Collegiate Senior Secondary School
04.2015 - 03.2017