Team Leader (Derivative Trading) - Jindal Future Pvt Ltd. - Delhi
(2025-06 - 2026-02)
- Analyze and forecast the trend of the market based on Technical Analysis
- Taking care of the trading desk of Jindal Future.
- New recruitment and training of option traders.
- Taking care of compliance and surveillance of the entire trading desk of Jindal Future.
Senior Relationship Manager - SBI Securities Ltd
(2025-01 - 2025-06)
- Maintain and strengthen the relationships with existing clients and acquire new clients for the company.
- To manage the equity portfolio of clients and Trade offline on behalf of clients, following regular compliance.
- Profiling the client and providing investment solutions, trading ideas, product knowledge to the client and generating revenue.
- Cross sell financial product like Equity, Debt, Life and General Insurance and Loan.
Team Leader (Derivative Trading) - Jindal Future Pvt Ltd.
(2022-03 - 2025-01)
- Analyze and forecast the trend of the market based on Technical Analysis
- Taking care of the trading desk of Jindal Future.
- New recruitment and training of option traders.
- Taking care of compliance and surveillance of the entire trading desk of Jindal Future.
Wealth Manager (Private Wealth Advisory) - Edelweiss Broking Ltd.
(2019-07 - 2021-06)
- Maintain and strengthen the relationships with existing clients and acquire new clients for the company.
- To manage the portfolio of clients and Make a proper Wealth Management solution for the client and help to achieve their financial goal.
- Profiling of the client and providing investment solution, trading ideas, product knowledge to the client and generate revenue.
Assistant Manager - Motilal Oswal Financial Services LTD.
(2018-07 - 2019-07)
- To maintain MIS.
- To maintain relationships with existing clients and acquire new client.
- To provide trading call to client.
- To manage the portfolio of clients and cross sell of all financial product.
Equity Advisor - ICICI Securities
(2017-07 - 2018-07)
- Maintain and strengthen the relationships with existing clients and acquire new clients for the company.
- To manage the portfolio of clients.
- Profiling the client and providing investment solutions, trading ideas, product knowledge to the client and generate revenue.
Sr. Relation Manager - Standard Chartered Securities India
(2015-08 - 2017-07)
- Maintain and strengthen the relationships with existing clients and acquire new clients for the company.
- To manage the portfolio of clients.
- Profiling of the client and providing investment solution, trading ideas, product knowledge to the client.
- Generate revenue through various investment product like CFD, NDPMS.
