YATIN ARORA
Summary
An experienced financial professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, complex transactions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Equity Dealer
ANGEL ONE
08.2021 - 06.2024
- Monitored client investments related to Retail and Institutional clients. Focused on servicing as a dealer in Cash, Equity Derivatives and Currency Derivatives segment.
- Handled post market trade confirmations.
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
- Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
- Sold financial products including stocks, bonds and mutual funds.
- Delivered comprehensive reports on portfolio performance to clients regularly, highlighting key results and recommendations.
Relationship Executive
Bajaj Capital Ltd.
08.2018 - 02.2019
- Met all customer call guidelines including service levels, handle time and productivity.
- Participated in networking events and industry conferences to expand professional connections and stay current on market trends.
- Consistently achieved quarterly targets related to revenue growth, client retention rates, and new business acquisition.
Internship Trainer
Sharekhan Ltd
04.2018 - 07.2018
- Designed internship curriculum to align with industry-specific skills and requirements, increasing job readiness among graduates.
- Provided ongoing mentorship and support to interns, fostering professional development and confidence in their abilities.
- Attended job orientation with intern and reiterated policies and practices to facilitate successful work experience.
Education
BBA - Finance
GURU GOBIND SINGH INDRAPRASTHA UNIVERSITY
DELHI 07.2018
CLASS XII - Accountancy, Business Mathematics, Economics
NEW GREEN FIELD SCHOOL
DELHI 06.2018
CLASS X -
NEW GREEN FIELD SCHOOL
New Delhi, India06.2013
Skills
- Proficient in Microsoft Excel , office
- Reporting skills
- Networking and relationship building
- Negotiation and Persuasion
- Strong problem-solving capabilities
- Multilingual in Hindi & ENGLISH
- Energetic and proactive
- Extremely organized
- Strong interpersonal skills
- Portfolio Management
Certification
CERTIFIED NISM DERIVATIVES EXAM SERIES VIII
CERTIFIED MUTUAL FUND DISTRIBUTOR EXAM V-A
CERTIFIED CFA LEVEL 2 EXAM
CERTIFIED NIIT EXCEL TRAINING
Timeline
Equity Dealer
ANGEL ONE
08.2021 - 06.2024
Relationship Executive
Bajaj Capital Ltd.
08.2018 - 02.2019
Internship Trainer
Sharekhan Ltd
04.2018 - 07.2018
BBA - Finance
GURU GOBIND SINGH INDRAPRASTHA UNIVERSITY
CLASS XII - Accountancy, Business Mathematics, Economics
NEW GREEN FIELD SCHOOL
CLASS X -
NEW GREEN FIELD SCHOOL
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