Yatin Mehta
MUMBAI-vasai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude.Willingness to take on added advantage responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
TRADING OPERTIONS
SHARE INDIA SECURITIES
MUMBAI-KANDIVALI
06.2024 - Current
- Operating Trading Terminal like(odin,Greek).
- Trade execution on behalf of clients.
- Communicating daily intraday position of clients.
- Involved in the process of converting warrants into equity.
- Transferring of shares from one demat account to another.
- Pledging of shares and participating in auction market.
- Managed high-volume trading operations, maintaining strict compliance with regulatory requirements.
- Optimized trading operations by developing and implementing risk management strategies.
- Established a culture of continuous learning within the team by encouraging ongoing education on industry development, emerging trends, and best practices in trading operations.
Relationship Manager
Fusec Investments
MUMBAI-KANDIVALI
05.2023 - 07.2023
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Maintained accurate records of all investments, transactions, and distributions for each account.
- Provided guidance and advice on investment strategies, portfolio management, and asset allocation decisions.
Education
PGDM- 2nd Year - Finance
AICTE, St. Francis Institute of Management and Research
01.2024
PGDM- 1ST Year - Finance
AICTE, St. Francis Institute of Management and Research
01.2023
BMS - Finance
Mumbai University, Prahladrai Dalmia Lions College of Commerce and Economics
01.2021
Grade XIIth - Commerce
HSC, Viva College Of Art Commerce And Science
01.2018
Grade Xth - SSC
St.Willibrord's High School, 2016
Accomplishments
- Won 3rd Prize in Mock Stock Competition at Stock Market Seminar, 2022.
- Won 1st Prize in Mock Stock Competition at St.francis institute of management and research.
- Completed Nism certification in equity derivatives.
Projects
Project on Awarness of Mutual Fund, Collected a survey of Mutual Fund awarness and analysis of Mutual Fund, May - June 2022
Extracurricular achievements and activities
- Conducted a session on Financial Literacy in St. Francis Institute of Management and Research
- Attended seminar on stock market and mutual funds
Areas Of Interest
- Trading and Investing
- Cricket
- Gym
- Listening Music
Timeline
TRADING OPERTIONS
SHARE INDIA SECURITIES
06.2024 - Current
Relationship Manager
Fusec Investments
05.2023 - 07.2023
PGDM- 2nd Year - Finance
AICTE, St. Francis Institute of Management and Research
PGDM- 1ST Year - Finance
AICTE, St. Francis Institute of Management and Research
BMS - Finance
Mumbai University, Prahladrai Dalmia Lions College of Commerce and Economics
Grade XIIth - Commerce
HSC, Viva College Of Art Commerce And Science
Grade Xth - SSC
St.Willibrord's High School, 2016