Vijaykumar Ramchandra Reddy
Mumbai Virar
Summary
Proficient in monitoring and analyzing stock market trends, indices (e.g., NIFTY 50 , Nifty Bank SGX Nifty, Dow Jones), and securities.
Knowledgeable about financial markets, instruments (stocks, Mutual fund, bonds, ETFs), and regulatory bodies (SEBI, RBI, IRDAI )
Overview
9
9
years of professional experience
1
1
Certification
Work History
Equentis Research and Ranking
Senior associate
Mumbai
01.2025 - Current
- As a financial advisor, I was responsible for maintaining and expanding client relationships through personalized investment strategies and proactive communication. I provided tailored investment advice aligned with clients' financial goals, conducted comprehensive financial planning to ensure long-term wealth growth, and continuously monitored portfolio performance to optimize returns. My approach prioritized trust, transparency, and value creation, resulting in increased client retention and portfolio growth.
Jarvis Invest
Relationship Manager
Mumbai
07.2024 - 11.2024
- responsible for maintaining and growing client relationships, providing investment advice
- conducting financial planning, and monitoring portfolio performance
- also be responsible for prospecting new clients and achieving sales targets
Angel One
Senior Executive
Remote
11.2022 - 06.2024
- Acquisition of client for demat and trading account
- Solving clients queries
- Activation of client
- Account opening on portal
Vns Capital Tradesmartonlone.in
Relationship Manager
Remote
07.2020 - 11.2022
- Acquisition of new client for demat and trading account.
- Activation of client
Epic Centre Technology Pvt. Ltd
Customer Service Executive
mumbai
06.2019 - 02.2020
- Acquisition of new client for demat and trading account.(UPSTOX)
Bharat Matrimony
Telesales And Service Associate
mumbai
01.2016 - 04.2019
Education
Bachelor of Commerce (B.Com) -
Kalinga University Distance Education
Raipur Chhattisgarh01-2023
Higher Secondary School Certificate (HSC) -
Shree Saraswati Night High School & Junior College
Mumbai01-2012
Secondary School Certificate (SSC) -
Shree Saraswati Night High School & Junior College
mumbai01-2010
Skills
- Product and service knowledge
- Outstanding customer service
- Customer relationship building
- Highly motivated
Certification
- NISM-Series-VIII: Equity Derivatives Certification Examination (Issued Jul 2024 · Expires Jun 2027)
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination (Issued Oct 2024 · Expires Sept 2027)
- NISM-Series-XV: Research Analyst Certification Examination (Issued May 2025 . Expires April 2028)
Address
304/BLDG NO 24 LAXMI HOUSING
AVENUE D, CHIKHAL DONGARI ROAD,
AGARWAL LIFESTYLE, GLOBAL CITY
VIRAR WEST, Virar (West), PO: Bolinj, DIST:
Palghar,
Maharashtra - 401303
Personal Information
- Date of Birth: 11/06/1994
- Gender: Male
- Marital status: Married
Languages
- English
- Hindi
- Marathi
- Kannada
Timeline
Equentis Research and Ranking
Senior associate
01.2025 - Current
Jarvis Invest
Relationship Manager
07.2024 - 11.2024
Angel One
Senior Executive
11.2022 - 06.2024
Vns Capital Tradesmartonlone.in
Relationship Manager
07.2020 - 11.2022
Epic Centre Technology Pvt. Ltd
Customer Service Executive
06.2019 - 02.2020
Bharat Matrimony
Telesales And Service Associate
01.2016 - 04.2019
Bachelor of Commerce (B.Com) -
Kalinga University Distance Education
Higher Secondary School Certificate (HSC) -
Shree Saraswati Night High School & Junior College
Secondary School Certificate (SSC) -
Shree Saraswati Night High School & Junior College