Santosh Gupta
Ghaziabad
Summary
Looking forward for a challenging position in industry that shall provide opportunity to use and share my experience and skills for growth of organization along with my professional growth.
Job Experience 7+ years
Overview
11
11
years of professional experience
Work History
Fund manager (forex market)
Octafx-forex trading
01.2020 - Current
- Consulting clients for investment in forex market
Team leader (Equity and Currency)
Reliance Securities Ltd.
Ghaziabad
09.2018 - 12.2019
- Counseling clients for managing their finances and allocating resources productively.
- Driving activation initiatives for inactive Trading accounts and generating the revenue.
- Punching orders on behalf of client on online trading portals and software
Sr. Trade Advisor (Equity and Currency)
Aditya Birla Money Ltd.
Ghaziabad
09.2015 - 09.2018
- Counseling clients for managing their finances and allocating resources productively.
- Driving Sales initiatives for Trading account as and generating the revenue.
- Driving activation initiatives for inactive Trading accounts and generating the revenue.
- Punching orders on behalf of client on online trading portals and software
Relationship manager (Equity and Currency)
India Infoline Ltd.
Gurgaon
07.2014 - 08.2015
- Driving activation initiatives for inactive Trading accounts and generating the revenue.
- Consulting clients for investment in share market
- Relationship management with customers.
Education
B.COM - Hons
V.K.University
Ara, Bihar01.1999
Intermediate (12th) - Hons
V.K.University
Ara, Bihar01.1994
High School (10th) -
Bihar school examination, Board
Patna, Bihar01.1992
Skills
- Communication skills
- Understanding clients' requirements and skills
Address
206, 1st floor, Vaishali, Sector-1, Ghaziabad, UP, 206, 1st floor, Vaishali, Sector-1, Ghaziabad, UP
Personal Information
- Date of Birth: 10/19/82
- Nationality: Indian
- Marital Status: Married
Hobbies and Interests
Interacting with people
Disclaimer
I hereby acknowledge that all the information details given in this resume are true to my best knowledge.
Languages
- English
- Hindi
Ncfm Nism
- NISM Series VII
- NISM Series VIII
Career Profile
7+ years, Octafx-forex trading, Fund manager (forex market), 01/01/20, Present, Consulting clients for investment in forex market, Reliance Securities Ltd., Ghaziabad, UP, Team leader (Equity and Currency), 09/10/18, 12/31/19, Counseling clients for managing their finances and allocating resources productively., Driving activation initiatives for inactive Trading accounts and generating the revenue., Punching orders on behalf of client on online trading portals and software, Aditya Birla Money Ltd., Ghaziabad, UP, Sr. Trade Advisor (Equity and Currency), 09/02/15, 09/07/18, Counseling clients for managing their finances and allocating resources productively., Driving Sales initiatives for Trading account as and generating the revenue., Driving activation initiatives for inactive Trading accounts and generating the revenue., Punching orders on behalf of client on online trading portals and software, India Infoline Ltd., Gurgaon, Relationship manager (Equity and Currency), 07/04/14, 08/31/15, Driving activation initiatives for inactive Trading accounts and generating the revenue., Consulting clients for investment in share market, Relationship management with customers.
Timeline
Fund manager (forex market)
Octafx-forex trading
01.2020 - Current
Team leader (Equity and Currency)
Reliance Securities Ltd.
09.2018 - 12.2019
Sr. Trade Advisor (Equity and Currency)
Aditya Birla Money Ltd.
09.2015 - 09.2018
Relationship manager (Equity and Currency)
India Infoline Ltd.
07.2014 - 08.2015
B.COM - Hons
V.K.University
Intermediate (12th) - Hons
V.K.University
High School (10th) -
Bihar school examination, Board