Rudra Yadav
Andheri Mumbai
Summary
To work successfully, confidently, and honestly to achieve desired target of quality and quantity in the field of finance with professionally managed organization that provides growth opportunities Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 5 years of success supporting client financial goals through astute investment guidance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Equity Advisor
IDBI Capital Markets & Securities Ltd.
Mumbai
10.2024 - Current
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Structured financial packages based on capital needs of clients and current market conditions.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
Equity Advisor
Kotak Securities
12.2022 - 10.2024
- Managing the client portfolio and advising them according to their needs and risk capacity.
- Monitor and analyze key financial metrics, economic indicators, and market developments to identify investment opportunities and risks.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Built and strengthened client relationships to form long-lasting, profitable bonds.
Equity Dealer
KAP Wealth (Motilal Oswal Franchise)
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
AAFM
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
- Technical & Fundamental analysis
- Portfolio management
- Tax Return Filing
- Trading Strategy development
- Ratio analysis
- Financial Modeling
- Trends Analysis
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
Languageproficiency
Hindi, English
Personal Information
- Father's Name: Mr. Ashok kumar yadav
- Date of Birth: 09/19/1999
Computerefficiency
- Ms Office
- Kyc Software, CRM
- Outlook
Disclaimer
I hereby declare that all the mentioned information is true to the best of my knowledge.
Timeline
Equity Advisor
IDBI Capital Markets & Securities Ltd.
10.2024 - Current
Equity Advisor
Kotak Securities
12.2022 - 10.2024
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
AAFM
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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