Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
SATYAM PANDEY

SATYAM PANDEY

Dwarka Mor New Delhi

Summary

Dedicated advisor with experience in financial product knowledge and portfolio analysis. Recognized for resolving client issues with exceptional service, fostering high customer satisfaction, and utilizing effective cross-selling strategies to enhance client engagement and loyalty.

Overview

2
2
years of professional experience
3
3
Certifications

Work History

Advisor

Tradebulls Securities
08.2025 - 04.2026
  • Assisted clients in understanding investment options and market trends.
  • Analyzed client portfolios to recommend suitable financial products.
  • Implemented basket cross-selling strategies to boost client engagement and increase multi-product adoption.

Operation Executive

Angel One
09.2024 - 05.2025
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Education

PATLIPUTRA UNIVERSITY, GRADUATION
Patna Bihar
07-2024

High School Diploma -

GANGA SINGH COLLEGE, INTERMEDIATE
SARAN , BIAHAR
04-2021

High School Diploma -

SARAN ACCADEMY, MATRIC
SARAN, BIHAR
03-2019

Skills

  • Investment analysis
  • Portfolio management
  • Financial product knowledge
  • Cross-selling strategies
  • Customer satisfaction
  • Client engagement

Certification

Certified in NISM Series VIII – Equity Derivatives

Timeline

Advisor

Tradebulls Securities
08.2025 - 04.2026

Operation Executive

Angel One
09.2024 - 05.2025

PATLIPUTRA UNIVERSITY, GRADUATION

High School Diploma -

GANGA SINGH COLLEGE, INTERMEDIATE

High School Diploma -

SARAN ACCADEMY, MATRIC
SATYAM PANDEY