Vansh Sharma

NISM Series VIII Certified Equity Derivatives Specialist with 5+ years of experience in Equity & Derivatives Trading, Technical Analysis, Portfolio Management, Branch Management, Client Acquisition, and Client Relationship Management. Proven expertise in branch operations, customer acquisition, client servicing, trade execution, market analysis, revenue generation, and delivering daily market insights to Retail & HNI clients. Experienced in guiding clients regarding market conditions, trading opportunities, risk management, and suitable market strategies while maintaining professional and regulatory standards.

Dedicated, disciplined, target-oriented, and committed to business growth, client satisfaction, and continuous professional development.

Dealer / Equity Derivatives Dealer - Anand Rathi - Saharanpur Branch

(2026-08)

Currently working with Anand Rathi at the Saharanpur Branch.

• Handling day-to-day Equity & Derivatives trading operations.
• Handling Equity & Derivatives trading activities and client servicing.
• Executing client trades accurately and providing timely trading support.
• Responsible for acquiring new customers and generating business for the branch.
• Building and maintaining strong relationships with existing as well as new customers.
• Providing clients with daily market updates and explaining current market conditions and trading opportunities.
• Guiding customers regarding market activities and trading strategies based on prevailing market conditions, with appropriate risk awareness.
• Managing client relationships, account servicing, and business development activities.
• Working toward brokerage and revenue targets while maintaining regulatory compliance.

Stock Market Trainer / Share Market Mentor - Freelance

(2023-01)

• Trained 50+ retail traders in Equity, F&O, Technical Analysis, and Risk Management.
• Conducted online & offline training sessions for beginners and intermediate traders.
• Developed customized learning modules with practical market execution strategies.
• Provided one-on-one mentoring on trading psychology, discipline, and capital protection.
• Assisted clients in creating structured trading plans and investment portfolios.

Branch Manager - Share India Securities Ltd. - Saharanpur Branch

(2024-01 - 2025-09)

• Managed complete branch operations, P&L, revenue targets, and regulatory compliance.
• Successfully handled client funds and Pro ID trading accounts with complete responsibility.
• Executed Equity & Derivatives trades while providing market analysis to Retail & HNI clients.
• Built a strong local client base and contributed significantly to business growth.
• Led, trained, and supervised dealer teams to improve performance and compliance.
• Worked efficiently on ODIN Manual Next, GreekSoft, and Lyric Trading Platforms.

Equity Derivatives Dealer - Share India Securities Ltd. - Saharanpur Branch

(2025-11 - 2026-05)

• Executed and monitored high-volume Equity Derivatives trades with 99.9% accuracy.
• Analysed market trends and created effective trading strategies.
• Managed client onboarding, KYC verification, and account servicing.
• Operated Greek Manual, Lyrics, and ODIN Manual Next software.
• Maintained excellent client relationships through timely market updates.
• Achieved monthly brokerage and business targets while ensuring regulatory compliance.

Dealer / Computer Operator - Anand Rathi - Franchise

(2023-09 - 2023-12)

• Managed Equity & Derivatives trading activities.
• Operated Next Trading Software for ID creation, trade execution, and back-office work.
• Assisted clients with trading support and market insights.
• Prepared daily reports and maintained accurate client records.

Dealer - Angel One - Dehradun Branch

(2022-07 - 2022-12)

• Handled Equity & Derivatives trading operations.
• Assisted clients in trade execution and investment strategies.
• Prepared daily market reports and recommendations.
• Delivered quality customer support and maintained strong client relationships.

Bachelor of Commerce - Commerce - Doon College (2026-03)

Intermediate - UP Board (2023-01)