Summary
Overview
Work History
Education
Accomplishments
Timeline
Generic

Vijay Singh

Investment & Finance
Delhi

Summary

A highly accomplished and detail-oriented professional, I excel in achieving business objectives through in-depth financial analysis, strategic budget strategy design, and the successful execution of sales initiatives. My expertise lies in providing expert advice to high net worth clients on equity derivatives and currency markets, while also delivering personalized investment strategies and effectively cross-selling a range of financial products to optimize revenue. Skills: Demonstrated exceptional sales prowess, consistently surpassing quarterly targets. Possess an energetic and proactive approach to problem-solving and delivering top-notch client service. Embrace strong work ethics and uphold a commitment to delivering excellence in all endeavors. Exhibit excellent interpersonal skills, building enduring relationships with clients. Hold an NCFM Certification in [mention the specific certification title].

Overview

19
19
years of professional experience

Work History

Wealth, Reliance Securities Ltd
06.2016 - Current
  • Offer expert guidance to HNI clients on equity derivatives and currency markets
  • Independently manage a portfolio of high-value clients
  • Drive revenue generation and client activation through the delivery of effective advisory services
  • Excel in cross-selling various financial products, including mutual funds, PMS, insurance, and AIF, to bolster business growth
  • Conduct thorough financial reviews, analyzing clients' unique requirements to recommend well-suited investment portfolios.

Sales Manager

India Infoline Ltd
10.2009 - 05.2016
  • Analyzed investment products and crafted tailored financial strategies to meet individual client needs
  • Monitored portfolio performance and implemented proactive changes to optimize returns
  • Successfully sold a diverse range of financial products, encompassing stocks, bonds, and mutual funds
  • Conducted comprehensive client interviews, meticulously assessing financial objectives and risk tolerance
  • Provided invaluable trading strategies to traders and long-term investors, enabling informed decision-making
  • Played an instrumental role in loan (LAP and Home Loan) sales, actively engaging in client support.

Business Development Manager

Angel Broking
07.2007 - 09.2009
  • Provided exceptional trading support to clients, offering valuable insights into margin requirements and risk management
  • Skillfully analyzed investment products, resulting in the creation of highly personalized financial strategies
  • Effectively sold various financial products, including stocks, bonds, and mutual funds.

DSA for GE Money
08.2004 - 06.2007
  • Successfully sourced loan cases for LAP and Home Loans
  • Played a pivotal role in documentation and credit appraisal support, collaborating with diverse banks and NBFCs
  • Ensured end-to-end solutions for clients, adeptly handling documentation through to disbursement
  • Accomplishments:
  • Earned the esteemed "EXCEEDER Certificate" for consistently exemplifying exceptional performance on Reliance smartmoney.com
  • Multiple qualifications for the prestigious "FLY High Award," recognized for opening 10+ HNI client accounts and exemplary margin collections
  • Demonstrated consistent success, maintaining an impressive 5x Revenue: CTC ratio.

Education

Bachelor of Science (B.Sc Physics Hons - undefined

Delhi University

Intermediate - Science

UP Board, UP College

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CB Inter college

Accomplishments

  • Certifications:
  • NISM Derivative Certification
  • NISM VA Mutual Fund Distribution
  • Regularly completed Compliance and Business skills courses offered by the Management.

Timeline

Wealth, Reliance Securities Ltd
06.2016 - Current

Sales Manager

India Infoline Ltd
10.2009 - 05.2016

Business Development Manager

Angel Broking
07.2007 - 09.2009

DSA for GE Money
08.2004 - 06.2007

Bachelor of Science (B.Sc Physics Hons - undefined

Delhi University

Intermediate - Science

UP Board, UP College

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CB Inter college
Vijay SinghInvestment & Finance