Prem Jaiswal
Tech Lead & Product Manager
Mumbai,MH
Summary
Knowledgeable Equity Dealer well-versed in buying and selling equity products such as futures and preferred stocks. In-depth understanding of risk factors and strategic plans. Accomplished in deepening client relationships, managing high-value portfolios and improving investment strategies. Goal-oriented Trader with 3years of market experience.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
2
2
Certificates
2
2
Languages
Work History
Equity Dealer
BP Equities Pvt Ltd
Mumbai, Maharashtra
11.2018 - Current
- (NSE,BSE,F&O).
- New Client Acquisitions and Existing Client Activation.
- Helped clients determine investment objectives and planned according to goals.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Promoted and managed 400+ key accounts through direct communication with clients and advising on stock opportunities and market trends.
- Created daily market recaps and profit and loss information to 40+ senior traders at close of each trading day.
- Generated 18+ Lakhs (Annual) in revenue by analyzing individual stock, sector and current market conditions.
Equity Dealer
S M Enterprises Company, Nirmal Bang Securities/Mangal Keshav Securities/RTG Securities
Mumbai, Maharashtra
02.2017 - 11.2018
- New Client Acquisitions and Maintaining long term relationships with clients.
- Making telephone calls for Existing client Activation and renewal.
- Providing support for day to day operations and Filling and updating mutual fund forms.
- Explaining to the client about Demat, trading account and upcoming products.
- Selling health product and car insurance.
Equity Dealer and Sales
Mars Online
Mumbai, Maharshtra
05.2014 - 02.2017
- Helped clients determine investment objectives and planned according to goals.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Managed portfolios according to established risk strategies.
- Increased trading profits 80% by trading cash vs. futures spreads in treasury market.
- Promoting General Insurance Policy products and Insurance form filing.
- Investigated and corrected rejected and denied claims.
Education
Graduation - Commerce
J.M Patel College - Mumbai University
Goregaon 02.2011 - 04.2014
M.Com - Commerce
Mumbai University
Mumbai 02.2016 - 02.2018
Skills
Licensed Trader
undefinedCertification
Date of Birth: 14-04-1993
Timeline
Equity Dealer
BP Equities Pvt Ltd
11.2018 - Current
Equity Dealer
S M Enterprises Company, Nirmal Bang Securities/Mangal Keshav Securities/RTG Securities
02.2017 - 11.2018
M.Com - Commerce
Mumbai University
02.2016 - 02.2018
Equity Dealer and Sales
Mars Online
05.2014 - 02.2017
Graduation - Commerce
J.M Patel College - Mumbai University
02.2011 - 04.2014
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