Vertika Gupta
Equity Advisor
New Delhi,India
Summary
Enthusiastic Young & Professional, Aspiring to build a fabulous Career in Financial Industry. Experienced Business Developer with over 2+ years of experience in Security Market . Excellent reputation for resolving problems and improving customer satisfaction.
Overview
4
4
Certifications
5
5
years of post-secondary education
2
2
years of professional experience
Work History
Senior Relationship Manager
Ketsaal Retail LLP
Noida, Uttar Pradesh
09.2020 - Current
- In my current position as a Senior Relationship Manager one of my job responsibilities is to bring new Arrivals Clients in Ketsaal Retail LLP Channel Partner of Angel Broking Firm.
- I have a responsibility to acquire HNI clients and Activate In retail Equity & Commodity Market by doing Inside Sales.
- Employed as Inside Sales and Equity Advisor to drive client satisfaction and retention.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on Target updates throughout each Month.
Relationship Manager
Globe Capital Market
Delhi, Delhi
08.2019 - 02.2020
- To generate monthly brokerage revenue Target assigned by the manager.
- To generate the new leads from market to pitch our products of Securities Market.
- Handling queries of customers and advice them for doing Investment in Currency, Equity and Commodity Segment.
- Dealing with corporate clients of Export and Import for the Hedging in Exchange Platform.
- Responsibility to manage new clients as well as Existing Clients to advice them on the basis of fundamental and technical analysis to generate the revenue & to mitigate risk.
Forex Executive
Karvy Stock Broking
New DelhiDelhi, India
06.2018 - 05.2019
- Dealer cum Sales) Karvy Stock Broking Ltd.
- Consistently met all the targets for Revenues and Client Acquisition after the first 3 months of on-job training.
- Handling the Dealing Operations of the Forex Vertical in the North Zone.
- Recommending Entry and Exit points for trading in Currency Derivatives on the Exchanges.
- Handling sales activities for Advisory and CDS products of Karvy Forex.
- Pitching the idea of taking external advisory, to better managed Forex Operations, to Importers and Exporters.
- Handle High Net worth Customers in Currency Market.
Education
MBA - Finance & Marketing
Dr. A.P.J. Abdul Kalam Technical University
Lucknow 07.2016 - 05.2018
BBA - Business Administration And Management
Lucknow University
Lucknow 07.2012 - 05.2015
Skills
Grievance Management
Equity Advisor
Forex Advisory
Inside SalesSecuritiesCustomer interaction
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
NISM VIII- Equity Derivative Segment
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Senior Relationship Manager
Ketsaal Retail LLP
09.2020 - Current
Udemy-Finance Analyst Certification
08-2020
NISM-V-A Mutual Fund Distribution Segment
02-2020
NISM Series I-Currency Derivative Segment
12-2019
NISM VIII- Equity Derivative Segment
09-2019
Relationship Manager
Globe Capital Market
08.2019 - 02.2020
Forex Executive
Karvy Stock Broking
06.2018 - 05.2019
MBA - Finance & Marketing
Dr. A.P.J. Abdul Kalam Technical University
07.2016 - 05.2018
BBA - Business Administration And Management
Lucknow University
07.2012 - 05.2015