Vishal Bhati
Deesa
Summary
Finance professional with expertise in technical analysis and customer relationship management. Onboarded new business and improved client satisfaction through customised financial solutions. Demonstrated adaptability and leadership in challenging market conditions, showcasing strong negotiation skills and a commitment to client financial success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trader
Self-employed
01.2020 - Current
- Acquired expertise in technical and fundamental analysis through online resources, initiating trading across various segments & achieved break-even in 1.2 years post drawdown,
- Analysed market data, news reports, and financial statements to evaluate potential investments.
- Developed effective risk management strategies to safeguard investments against volatility.
Mutual Fund Distributor
Indipendent
Deesa
01.2023 - 12.2025
- Sales of mutual fund schemes to clients, researched and selected funds to align with investment goals.
- Guided clients on investment strategies and risk management techniques, enhancing their financial decision-making.
- Assisted customers regarding investment questions.
Authorized Channel Partner
Angel one
Deesa
09.2022 - 01.2025
- Onboarded new clients to expand business portfolio while managing client relationships to deliver satisfactory service.
- Oversaw compliance with regulatory & implemented customer feedback mechanisms to enhance service quality.
- Engaged customers through effective communication to ascertain needs and preferences.
Education
MBA - pursuing
Ganpat University
01-2024
BTech - Agricultural engineering
RK University
04-2020
Skills
- Technical Analysis
- Market analysis
- Equity research (basic)
- Sales
- Customer relationship management
- Negotiation
- Computer literacy
- Adaptability
- Communication
- Networking
- Leadership
Certification
- NISM Series 15 (RA)
- NISM series 5-A
- Zerodha Varisity
- SEBI Investor certification
- Product development, IIT-Gandhinagar
- Lean six sigma Yellow belt, MSME
Accomplishments
- 3rd rank in BTech final year project, RK University (2019)
- 1st rank in BizTycon event at RK University (2019)
- 1st rank in Agribiz event at RK University (2017)
Hobbies and Interests
- Conducting interview
- Watching podcast
Internship
- DearCows
- Banas dairy
- Netafim
Projects
- Sales of mutual fund schemes to clients, researched and selected funds to align with investment goals.
- Guided clients on investment strategies and risk management techniques, enhancing their financial decision-making.
- Assisted customers regarding investment questions.
Timeline
Mutual Fund Distributor
Indipendent
01.2023 - 12.2025
Authorized Channel Partner
Angel one
09.2022 - 01.2025
Trader
Self-employed
01.2020 - Current
MBA - pursuing
Ganpat University
BTech - Agricultural engineering
RK University