Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Salman Rahush Mashal

Pune

Summary

Dedicated and results-oriented professional with 6years of experience in technical analysis, portfolio management, and equity dealing, seeking to leverage expertise in financial markets to contribute effectively to a dynamic team.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Manager

DHANI STOCKS LIMITED
PUNE
08.2024 - Current
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.

Technical Analyst

APS wealth venture
Pune
01.2018 - 04.2024
  • Trade execution on behalf of the client.
  • Advisory support.
  • Revenue generation.
  • Mutual fund /sip
  • Implementing effective trading strategies.
  • Recording and reporting each day’s profit and loss.
  • Regularly monitoring portfolios to ensure that they are guideline compliant.

Collection Department

Astute BPO - Pune
08.2017 - 12.2017
  • Calling for EMI collection of bajaj bike

Accountant

M.I.TELI School
01.2014 - 03.2015
  • Maintenance of ledger .

Education

PGDM - PGDBF ( post graduate in banking and finanace )

ness wadia college of commerce
pune
2019

BACHELOR OF COMMERCE - Commerce

P.O. Nahata collage Campus Bhusawal
Bhusaval, MH
2018

12TH - HSC

Kendriya Vidyalaya O.F Bhusawal
Bhusaval, MH
2015

10TH - SSC

Kendriya Vidyalaya O.F Bhusawal
Bhusaval, MH
2013

Skills

  • Portfolio management
  • Technical Analyst
  • Fund Allocation
  • Equity & Derivatives Specialist
  • M S Office
  • Advance Excel
  • Effective customer communication
  • Customer Relationships
  • Client Engagement
  • Client acquisition
  • Issue Resolution

Certification

  • NISM-Series-VIII: Equity Derivatives Certification.
  • Advance Excel

Timeline

Relationship Manager

DHANI STOCKS LIMITED
08.2024 - Current

Technical Analyst

APS wealth venture
01.2018 - 04.2024

Collection Department

Astute BPO - Pune
08.2017 - 12.2017

Accountant

M.I.TELI School
01.2014 - 03.2015
  • NISM-Series-VIII: Equity Derivatives Certification.
  • Advance Excel

PGDM - PGDBF ( post graduate in banking and finanace )

ness wadia college of commerce

BACHELOR OF COMMERCE - Commerce

P.O. Nahata collage Campus Bhusawal

12TH - HSC

Kendriya Vidyalaya O.F Bhusawal

10TH - SSC

Kendriya Vidyalaya O.F Bhusawal
Salman Rahush Mashal