An experienced financial professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, complex transactions.
Overview
3
3
years of professional experience
Work History
Equity Dealer
Motilal Oswal Financial Services
2022.05 - 2023.01
Monitored client investmentsrelatedto Retail and Institutional clients. Focused on servicing as a dealer in Cash, Equity Derivatives and Currency Derivatives segment.
Handled post market trade confirmations.
Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
Sold financial products including stocks, bonds and mutual funds.
Equity Dealer
IDBI Capital Markets & Securities
2023.03 - 2023.10
Monitored client investmentsrelatedto Retail and Institutional clients. Focused on servicing as a dealer in Cash, Equity Derivatives and Currency Derivatives segment.
Handled post market trade confirmations.
Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
Sold financial products including stocks, bonds and mutual funds.
Equity Dealer
SBICAP Securities
2023.12 - Current
Monitored client investmentsrelatedto Retail and Institutional clients. Focused on servicing as a dealer in Cash, Equity Derivatives and Currency Derivatives segment.
Handled post market trade confirmations.
Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
Sold financial products including stocks, bonds and mutual funds.
Education
Bachelors Of Commerce (account Hons) - Accounting & Finance
Institute For Excellence in Higher Education
Bhopal
06.2016
Treasury Investment And Risk Management - Finance
Indian Institute of Banking And Finance
Mumbai
Skills
NISM Mutual fund distributor module
NISM currency Derivative module
NISM Derivatives Market (Dealers) Module
Proficient in Microsoft Office
Strong problem-solving capabilities
Multilingual in Hindi & ENGLISH
Energetic and proactive
Extremely organized
Excellent work ethic
Strong interpersonal skills
Timeline
Equity Dealer
SBICAP Securities
2023.12 - Current
Equity Dealer
IDBI Capital Markets & Securities
2023.03 - 2023.10
Equity Dealer
Motilal Oswal Financial Services
2022.05 - 2023.01
Bachelors Of Commerce (account Hons) - Accounting & Finance
Institute For Excellence in Higher Education
Treasury Investment And Risk Management - Finance
Indian Institute of Banking And Finance
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