Sourabh Rai

To take a challenging and high performance oriented role to develop complex project with efficiency and quality, where I can use my strong analytical, detail-oriented and interpersonal skills along with my experienced common sense to improve services and products, reduce costs and lead times, delight customers and help and mentor others. All the while engaging in new challenges and learning experiences.

Dealer - FINTORIC CAPITALS

(2023-05 - 2026-03)

• Operating NSE, BSE cash market and Derivatives Terminal
• Executing client ORDERS timely, accurately & precisely on behalf of clients
• Confirming the clients about the transactions (TRADES) carried out real time and EOD confirmation
• Client risk assessment on Cash and stock basis, subsequently maintaining adequate Margins in the accounts depending on the market situation and clients Portfolio
• Telling clients about market research
• Advising clients for investment in different types of Mutual funds
• Formulating strategies for the clients in F&O, STOCKS and in different Financial products, like (short selling, when to enter - exit from the market, options strategies etc.)
• Doing Portfolio Management of the clients
• Doing online trading of clients
• Taking care of problems faced by clients
• Working as a financial advisor (specialized in Equity Market)
• Advising the clients to trade in Nifty options and futures and in options stock
• Working as a financial advisor

Dealer - FARSIGHT SECURITIES

(2023-03 - 2023-04)

INTEX TECHNOLOGY

(2022-11 - 2023-02)

INDIAWOODS

(2022-04 - 2022-07)

Dealer - KGA. ENTERPRISES Pvt. Ltd.

(2012-03 - 2021-06)

• Operating NSE, BSE cash market and Derivatives Terminal
• Executing client ORDERS timely, accurately & precisely on behalf of clients
• Confirming the clients about the transactions (TRADES) carried out real time and EOD confirmation
• Client risk assessment on Cash and stock basis, subsequently maintaining adequate Margins in the accounts depending on the market situation and clients Portfolio
• Telling clients about market research
• Advising clients for investment in different types of Mutual funds
• Formulating strategies for the clients in F&O, STOCKS and in different Financial products, like (short selling, when to enter - exit from the market, options strategies etc.)
• Doing Portfolio Management of the clients
• Doing online trading of clients
• Taking care of problems faced by clients
• Working as a financial advisor (specialized in Equity Market)
• Advising the clients to trade in Nifty options and futures and in options stock
• Working as a financial advisor