Rudra Yadav
Lucknow
Summary
To look for an opportunity to perform , organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Equity Advisor
Kotak Securities
12.2022 - Current
- Managing client portfolio and advising them according to their needs and risk capacity.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Analyzed daily margin calls and partnered with representatives to take necessary actions.
- Reported on monthly trading activity and volumes for management teams.
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Applied strict company and regulatory standards when producing contracts and documentation.
Equity Dealer
KAP Wealth (Motilal Oswal Franchise)
Lucknow
09.2022 - 12.2022
- Managing client portfolio and advising them according to their needs and risk capacity.
- Selling of private PMS product of KAP Wealth Management.
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
Financial Advisor
SMC Global Security (Franchise)
04.2019 - 09.2022
- Managing portfolio of clients and providing research calls.
- Provided advice on a range of financial products including mutual funds, stocks, bonds, and insurance.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Education
CWM - Charted Wealth Manager
AAFIM, AAFIM
01.2023
PG -
Kanpur University, Kanpur University
01.2022
B. A -
Kanpur University, Kanpur University
01.2020
12th -
S.V.P Inter college, Lucknow, UP Bord
01.2017
10th -
S.V.P Inter college, Lucknow, UP Bord
01.2015
Skills
- Equity & Derivative Trading
- Fundamental & Technical analysis
- Portfolio management
- Calm Under Pressure
- Organization and Time Management
- Tax Return Filing
- Analytical and Critical Thinking
Certification
- NISM XV Research Analyst 2023
- NISM VIII Equity and Derivative Certificate October 2020
- NISM VA Mutual Fund Distributor September 2019
- PDCAM Professional diploma in computer Application
Computerefficiency
- Ms Office
- Kyc Software, CRM
- Outlook
Personal Information
- Father's Name: Mr. Ashok kumar yadav
- Date of Birth: 09/19/1999
Languageproficiency
Hindi, English
Hobbies and Interests
Playing and Traveling
Disclaimer
I hereby declare that all the mentioned information is true to the best of my knowledge.
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Equity Advisor
Kotak Securities
12.2022 - Current
Equity Dealer
KAP Wealth (Motilal Oswal Franchise)
09.2022 - 12.2022
Financial Advisor
SMC Global Security (Franchise)
04.2019 - 09.2022
CWM - Charted Wealth Manager
AAFIM, AAFIM
PG -
Kanpur University, Kanpur University
B. A -
Kanpur University, Kanpur University
12th -
S.V.P Inter college, Lucknow, UP Bord
10th -
S.V.P Inter college, Lucknow, UP Bord
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