Resume of Financial Markets Broker in Text Format
SHIVANI SINGH
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FINANCIAL MARKETS BROKER -leveraging 7+ years of experience
Success-Driven and highly collaborative Financial Markets Broker with 7+ years of experience trading within financial markets. A disciplined investor with a passion for high-volume trading and a social understanding of global markets. Skilled in developing and executing highly effective quantitative investment strategies, including systematic trading correlation high-frequency trading.
PROFILE SUMMARY
- Excellent in staying informed regarding the latest financial news and reports to understand the movements in the market and the drivers of change
- Experienced in carrying out specific market research and analysis
- Adept at writing reports and newsletters summarising the market research that was done
- Competent in providing advice on investments and making recommendations.
- Skilled in proactively looking for clients, selling the services, and managing the relationships through a combination of networking and cold calling
- Proficient in regularly updating the clients on the state of their portfolio and new investment opportunities
CORE COMPETENCIES
- Quantitative Trading
- Intra- Day Trading
- Quantitative Data Analysis
- Low/ High Trading
- Portfolio Management
- Risk Management
- Frequency Trading
- Quantitative Data Analysis
- Forecasting/ Market Trend Analysis
PROFESSIONAL EXPERIENCE
Greenlam Industries ltd, Noida | Jan. 2019 – Present
Financial Markets Broker
- Worked with one of the highest-grossing branches in the county.
- Accountable for providing a high level of service and investment knowledge, developing new client relationships, and administering and evaluating client investment accounts.
- Established and serviced new customer accounts, and assisted clients with order placing, margin balances, and options strategies.
- Placed complex orders and efficiently handled and resolved trade execution disputes.
- Cultivated relationships with existing clients to increase account base, improve profitability, and build retention.
- Facilitated trading of stocks, bonds, mutual funds, and options.
- Educated clients on trading strategies and active trading platforms.
Sahni Natarajan & Bahl, Greater Noida | Apr. 2015 – Dec 2018
Financial Markets Broker
- Developed new accounts and managed existing ones using a variety of marketing strategies.
- Oversaw all trades and reconciled administrative work on a daily and monthly basis for account performance.
- Developed and updated valuation models, as well as a grasp of investment measures on returns, in order to craft a financial strategy that was appropriate for the client.
- Utilized marketing activities, taught new brokers, and provided mentoring service
- Provided training on new initiatives, products, and processes.
- Developed financial plans and discussed financial possibilities with clients based on an analysis of their financial situation.
ACADEMIC CREDENTIALS
Education – MBA (Accounting and Finance) | VIPS | 2015
BBA, Indraprastha University | 2012
PERSONAL DOSSIER
Languages Known: English, Hindi, and German
~References and other documents available upon request ~
Tags
Financial Markets Broker Resume Sample, Resume Examples 2022
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