Rutik
Equity Dealer
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About
Results-driven Investment Advisory professional with over 2.4 years of experience in wealth management and retail broking at a leading financial services firm. Proven expertise in understanding investor psychology, building long-term client relationships, and delivering customized, goal-oriented financial solutions. Known for strong persuasion and negotiation skills, consistent target achievement, and strict adherence to ethical and regulatory standards.
Actively seeking growth opportunities in broking, wealth advisory.
Experience
Senior Executive – Financial Advisory (Wealth & Broking) - Motilal Oswal Financial Services
(2023-06 - 2025-09)
- Managed a diversified portfolio of retail investors, providing customized investment and wealth solutions
- Conducted detailed client profiling to assess financial goals, risk appetite
- Recommended and distributed financial products including Mutual Funds, Insurance solutions
- Built strong, long-term client relationships through regular portfolio reviews
- Consistently met and exceeded assigned revenue and business targets
Mutual Fund Advisor - Eureka outsourcing Solutions
(2022-10 - 2023-05)
- Client handling and mutual fund product explanation
- SIP & investment plan guidance
- Follow-up and customer relationship management
Education
Bachelor of Commerce - Accounting and Finance
NISM Series-VIII - Equity Derivatives
NISM Series-XV - Research Analyst
NISM Series V-A - Mutual Fund Distributor
Insurance regulatory and development authority of India
