VICKY MEHTA

• Successfully managed portfolio of clients, providing tailored investment advice and strategies.
• Identified issues, analyzed information and provided solutions to problems.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Organized and detail-oriented with strong work ethic.
• Delivered services to customer locations within specific timeframes.

Analyzed market scenarios to advise trading opportunities directly to investors.

• Delivered compelling sales presentations to prospective clients, highlighting unique value proposition of products and services.
• Built relationships with customers and community to establish long-term business growth.
• Self-motivated, with strong sense of personal responsibility.

• Implemented option strategies using Delta hedging technique and Option Greeks.
• Implement risk management techniques to mitigate downside risk and optimize risk-adjusted returns. This may include portfolio hedging, position sizing, and scenario analysis.
• Execute options trades efficiently and accurately, ensuring timely execution and optimal pricing.
• Utilize advanced options pricing models, such as Black-Scholes, to evaluate fair value of options contracts and assess potential profitability.

• Building and nurturing long-term relationships with high net worth clients, understanding their financial goals, preferences, and risk tolerance.
• Regularly communicating with clients to provide updates on their portfolios, market insights, and investment opportunities.
• Recommending suitable investment products and wealth management solutions, such as equities, bonds, mutual funds, alternative investments, and structured products.
• Collaborating with portfolio managers, investment analysts, and research teams to identify investment opportunities and asset allocation strategies aligned with clients' objectives.
• Identifying cross-selling and upselling opportunities within existing client base to maximize revenue and deepen client relationships.

• Building and maintaining strong relationships with retail investors, understanding their financial needs, goals, risk tolerance, and investment preferences.
• Serving as primary point of contact for clients, addressing their inquiries, providing investment guidance, and offering personalized financial solutions.
• Regularly communicating with clients to provide updates on market trends, investment opportunities, and portfolio performance.
• Providing recommendations on suitable investment products, such as stocks, bonds, mutual funds, ETFs, and retirement accounts.
• Educating retail investors on investment fundamentals, market concepts, and financial literacy to empower them to make informed decisions.
• Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction