Sahitya Sharma
Bhopal
Summary
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
05.2022 - 01.2023
- 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
03.2023 - 10.2023
- 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
12.2023 - 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
Bhopal06.2016
Treasury Investment And Risk Management - Finance
Indian Institute of Banking And Finance
MumbaiSkills
- 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
12.2023 - Current
Equity Dealer
IDBI Capital Markets & Securities
03.2023 - 10.2023
Equity Dealer
Motilal Oswal Financial Services
05.2022 - 01.2023
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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