Financial Markets Broker - Resume Example & Template

Resume of Financial Markets Broker in Text Format

SHIVANI SINGH 

Phone Number:  9953776253 | Email : info@getsetresumes.com | LinkedIn: linkedin.com/company/getsetresumes

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 ~