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 )
Senior Accounts Executive at CHOKHI DHANI FOODS A UNIT OF CHOKHI DHANI RESORT PVT. LTD.Senior Accounts Executive at CHOKHI DHANI FOODS A UNIT OF CHOKHI DHANI RESORT PVT. LTD.