VINAYAK SHARMA
SENIOR DEALER
Saharanpur,UP
Summary
Dynamic finance professional with extensive experience. excelling in equity trading and relationship building. Proven track record in optimizing trade execution and enhancing client satisfaction through expert portfolio management. Strong analytical skills and ethical conduct drive informed investment decisions, fostering long-term client partnerships.
Overview
6
6
years of professional experience
Work History
SENIOR DEALER
SMC Global Securities
11.2024 - 09.2025
- Developed an extensive client base through proactive networking and relationship-building activities.
- Conducted thorough due diligence on prospective counterparties prior to entering into any contractual agreements ensuring alignment between creditworthiness standards held internally against external factors such as credit ratings or industry reputation.
- Identified market trends through diligent research, enabling informed investment decisions for clients.
- Served as a trusted advisor to clients by offering expert guidance on portfolio construction techniques, asset allocation decisions or specific security selection strategies based on individual financial objectives.
Dealer
Kotak Securities
06.2023 - 11.2024
- Managed risk effectively through diligent monitoring of market trends and client portfolios.
- Achieved high client satisfaction by providing timely and accurate equity trading services.
- Oversaw equity, IPO, commodity, and derivatives trades.
- Improved team productivity by sharing best practices and mentoring junior dealers on advanced techniques.
- Educated clients on equity markets and investment strategies, empowering them to make well-informed decisions.
- Provided exceptional customer service, addressing inquiries proactively and resolving concerns effectively.
Deputy Manager
SHIVALIK SMALL FINANCE BANK
08.2022 - 03.2023
- Improved team efficiency by streamlining processes and implementing innovative management strategies.
- Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
Customer Relationship Officer
Bandhan Bank
03.2020 - 07.2022
- Maintained accurate records of customer interactions, enabling better understanding of client issues and facilitating follow-ups when needed.
- Made customers aware of current and new programs and services.
- Improved customer satisfaction by addressing and resolving their concerns in a timely manner.
- Managed customer relations on ongoing basis to maximize customer retention.
- Created customer support strategies to increase customer retention.
- Boosted sales revenue with upselling strategies tailored to individual customers'' preferences and requirements.
- Managed high-profile accounts, ensuring consistent delivery of exceptional service for continued business growth.
Intern
UAS INTERNATIONAL
06.2021 - 07.2021
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Analyzed problems and worked with teams to develop solutions.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
Education
MBA - FINANCE AND MARKETING
GRAPHICERA DEEMED TO BE UNIVERSITY
DEHRADUN 04.2001 -
BCOM - Accounting And Finance
UNIVERSITY OF DELHI
DELHI 04.2001 -
12 CLASS - Commerce
LORD MAHAVIRA ACADEMY
Saharanpur, India 04.2001 -
10 CLASS - Science
LORD MAHAVIRA ACADEMY
SAHARANPUR 04.2001 -
Skills
Strong analytical skills
Financial product sales
Equity trading
Relationship building
Conflict resolution
Regulatory compliance awareness
Ethical conduct and integrity
Derivatives trading experience
Team leadership and management
Trade execution optimization
Portfolio management expertise
Order management systems
Timeline
SENIOR DEALER
SMC Global Securities
11.2024 - 09.2025
Dealer
Kotak Securities
06.2023 - 11.2024
Deputy Manager
SHIVALIK SMALL FINANCE BANK
08.2022 - 03.2023
Intern
UAS INTERNATIONAL
06.2021 - 07.2021
Customer Relationship Officer
Bandhan Bank
03.2020 - 07.2022
MBA - FINANCE AND MARKETING
GRAPHICERA DEEMED TO BE UNIVERSITY
04.2001 -
BCOM - Accounting And Finance
UNIVERSITY OF DELHI
04.2001 -
12 CLASS - Commerce
LORD MAHAVIRA ACADEMY
04.2001 -
10 CLASS - Science
LORD MAHAVIRA ACADEMY
04.2001 -