Sagar C
Summary
Certified Research Analyst with practical experience in equity dealing and financial product sales. Proficient in market analysis, trading execution and Client handling, with strong skills in technical analysis and chart reading. Able to convert insights into actionable investment ideas. Experienced in driving Brokerage revenue and building client relationships through consistent market support
Overview
3
3
years of professional experience
1
1
Certification
Work History
Equity Dealer and Relationship Manager
Vachana Investments
bangalore
10.2024 - Current
- Executed buy and sell orders in equity and FNO markets with precision and efficiency.
- Monitored market movements and evaluated trading ideas to enhance client engagement and decision-making.
- Facilitated client understanding of trading fundamentals and platform navigation.
- Cultivated strong client relationships through proactive communication and efficient query resolution.
- Boosted brokerage revenue by enhancing client trading activity and engagement.
- Facilitated additional pay-ins and funds to client demat accounts through proactive service and relationship management.
- Promoted and sold stock market training courses to empower clients with financial knowledge.
Sales Executive
Jio FIber
Bangalore
06.2024 - 09.2024
- Promoted and sold Jio Fiber broadband plans to potential customers by articulating features, pricing, and benefits with clarity and confidence.
- Assisted customers in selecting optimal subscription plans based on individual usage and requirements.
- Cultivated relationships with leads and enabled team to achieve daily and monthly sales targets.
Relationship Manager
savin wealth
bangalore
12.2023 - 05.2024
- Guided clients in comprehending mutual fund products and identifying investment needs.
- Facilitated effective communication between sales team and clients by managing query handling and follow-ups.
- Cultivated relationships with active and inactive clients to foster trust and encourage further investments.
- Acquired in-depth knowledge of financial markets and mutual funds to enhance client servicing capabilities.
Education
BE - Construction Technology and Management
Dayananda Sagar College of Engineering
Bangalore, IN-KA01-2022
PUC - PCME
Seshadripuram composite PU college
Bangalore01-2018
SSLC - 1st to 10th
Garden City Public school
Bengaluru, KA01-2016
Skills
- Market analysis
- Technical Analysis
- Chart Reading
- Risk management
- Futures and Options basics
- Trading strategies
- Client relationship management
- communication and follow up skills
Certification
- NISM Series VIII
- NISM Series XV
Timeline
Equity Dealer and Relationship Manager
Vachana Investments
10.2024 - Current
Sales Executive
Jio FIber
06.2024 - 09.2024
Relationship Manager
savin wealth
12.2023 - 05.2024
BE - Construction Technology and Management
Dayananda Sagar College of Engineering
PUC - PCME
Seshadripuram composite PU college
SSLC - 1st to 10th
Garden City Public school