Saili Sonar
Mumbai
Summary
Dynamic professional with expertise in trading strategy, market analysis, API integration, and client engagement, driving revenue growth .
Overview
7
7
years of professional experience
1
1
Certification
Work History
Deputy Manager
Almondz Global Securities Limited
Mumbai
03.2023 - 05.2025
- Ideate, backtest, and optimize new trading strategies for execution.
- Improve and optimize existing strategies by monitoring market behavior and making necessary adjustments
- Prepare reports and present strategy performance to management
- Analyze market activity and trends to refine trading strategies
- Research platforms, seminars, and social media for the best strategies to implement on our platform
- API integration and work with different tools like Tradetron, Qunatpower, Stockants,Bridgeview, Daysprint
- Continuously monitor trading strategies to ensure performance targets are met, in coordination with the fund manager.
Senior Sales Executive to Team Leader
SMC Global Securities Limited
Mumbai
08.2020 - 03.2025
- Surpassed client acquisition and revenue targets, driving business growth
- Led a team of 12, providing training to boost performance
- Achieved 5x revenue target through strategic cross-selling initiatives
- Collaborated with the product team, leading to record sales and 5x standard revenue
- Managed hiring and after-sales service, ensuring high customer satisfaction and retention
Relationship Manager
Motilal Oswal Securities Ltd
Mumbai
08.2018 - 03.2025
- Managed client portfolios in Equity, Currency, and F&O, driving significant revenue growth
- Encouraged SIP investments for long-term growth, boosting client portfolios
- Achieved 3-4x revenue growth through strategic client engagement and sales
- Promoted value-added products like Trade Guide Signals, enhancing trading strategies
- Analyzed market trends to provide tailored trading strategies and insights
- Built strong client relationships, resulting in high retention and consistent revenue
- Collaborated with teams to develop personalized strategies, improving client satisfaction
- Conducted training to increase client engagement and market understanding
Education
B.com - BAF
Nirmala Memorial Foundation College
Mumbai06.2017
SSC -
St. Louis High School
Mumbai06.2012
Skills
- Team leadership
- Communication skills
- Ability to adapt to new changes
- Growth mindset
Certification
NISM VIII Equity derivative.
Affiliations
- Exploring emerging AI tools with hands-on experience in prompt engineering- B10x
Timeline
Deputy Manager
Almondz Global Securities Limited
03.2023 - 05.2025
Senior Sales Executive to Team Leader
SMC Global Securities Limited
08.2020 - 03.2025
Relationship Manager
Motilal Oswal Securities Ltd
08.2018 - 03.2025
B.com - BAF
Nirmala Memorial Foundation College
SSC -
St. Louis High School