VINAYAK BABAR
Kolhapur
Summary
Proven Relationship Officer at Upstox Securities Pvt Ltd., I excel in portfolio management and investment analysis, enhancing client portfolios through strategic equity research and derivatives trading. Skilled in technical and fundamental analysis, I foster team productivity and client education, demonstrating adept data analysis and effective communication.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Officer
Upstox Securities Pvt Ltd.
Kolhapur
08.2021 - Current
- Developed and implemented tailored portfolio management strategies to meet specific client objectives.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews in stocks, ETFs, and mutual funds.
- Assessed potential investments using fundamental and technical analysis, with the help of hedging techniques in futures and options.
- Worked effectively in team environments to make the workplace more productive.
- Maintained strong knowledge by conducting training workshops, seminars, and education classes.
Business Development Executive
Rudraksha Trading Solutions
Kolhapur
07.2013 - 07.2021
- DMAT and trading account opening.
- Back office operation and E-KYC process.
- Dealing in clients' accounts.
- Conduct training of clients.
Education
MBA - Business Management
University of Mumbai
Mumbai05-2013
Skills
- Portfolio management
- Investment recommendations
- Technical analysis of stocks
- Fundamental analysis of stocks
- Equity research and derivatives trading
- Index fund management and ETFs
- Mutual Fund and Cryptocurrency
- Trading strategies
- Hedge fund operations
- Investment analysis
- Data Analysis
- Microsoft Excel
Accomplishments
- All India Inter Agricultural University Sports & Games Meet(National).
- Maharashtra State Inter University Sport Tournament(State).
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Certification
- Basics of financial markets.
Timeline
Relationship Officer
Upstox Securities Pvt Ltd.
08.2021 - Current
Business Development Executive
Rudraksha Trading Solutions
07.2013 - 07.2021
- Basics of financial markets.
MBA - Business Management
University of Mumbai
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