Sanskar Parab
Mumbai
Summary
Detail-oriented finance professional with one year of broking experience in equity markets. Skilled in trade execution, client engagement, and regulatory compliance. Demonstrated success in growing client portfolios, improving operational efficiency, and ensuring trade accuracy. Eager to apply financial knowledge and analytical skills in a high-impact investment or research role.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Relationship Manager
IDBI Capital Markets and Securities
Mumbai
04.2024 - Current
- Executed over 1,000 equity trades monthly, maintaining 99% accuracy in trade processing.
- Analyzed market movements and delivered daily stock recommendations to over 100 retail clients and a few high-net-worth individuals.
- Maintained client compliance records in line with SEBI norms, reducing client queries by 20%, and collaborated with sales and research teams to increasing client acquisition by 10%.
- Resolved client queries and trade issues promptly, improving client satisfaction ratings.
Education
Bachelor of Engineering (B.E.) - Computer Science
Vasantdada Patil Pratishthan's College of Engineering, University of Mumbai
Mumbai05.2023
Skills
- Equity broking
- Trade execution
- Sebi regulatory compliance
- Equity research
- Technical analysis
- Financial modeling
- Valuation
- Client relationship management
- Portfolio management
- Risk management
- TCS BaNCS
- MS Excel
- PowerPoint
- Power BI
Certification
- NISM-Series-VIII: Equity Derivatives
- NISM-Series-XV: Research Analyst
- CFA Level 1 Candidate
Hobbies and Interests
- Financial Markets
- Trading
- Music
Timeline
Relationship Manager
IDBI Capital Markets and Securities
04.2024 - Current
Bachelor of Engineering (B.E.) - Computer Science
Vasantdada Patil Pratishthan's College of Engineering, University of Mumbai
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