Open to opportunities

PRIYA DHARSHINI

@priyadharshini4

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Results-driven Equity Dealer with expertise in client portfolio management.

India

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What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative environment.

I am a results-driven Equity Dealer with extensive experience in executing trades and managing client portfolios. My career has been marked by a commitment to delivering high returns and providing exceptional client service. I possess strong analytical and communication skills, allowing me to navigate complex financial markets effectively.

Currently, I work as a Consultant in Client Service & Operations at Stratmore Wealth Pvt. Ltd, where I manage Wealth Management clients and facilitate investment transactions. My previous roles at IDBI Capital Markets & Securities Limited and JM Financial Services Limited have honed my abilities in client onboarding, trade execution, and compliance with regulatory standards. I take pride in delivering research-based insights that enhance client portfolios and foster strong institutional relationships.

With a background in finance and a Post Graduate Diploma in Banking, I am well-equipped to tackle the challenges of the financial sector. I am passionate about continuous learning and development, and I strive to optimize client service processes while ensuring compliance with industry standards.

Experience

Work history, roles, and key accomplishments

Current

Consultant - Client Service & Operations

Current

Stratmore Wealth Pvt. Ltd

Aug 2023 - Present (1 year 11 months)

Managed Wealth Management clients and updated their portfolios, facilitating investment transactions and providing operational support. Collaborated with internal teams to optimize client service processes.

Wealth Management Portfolio Management Client Services Process Optimization

Senior Officer

IDBI Capital Markets & Securities Limited

Dec 2020 - Apr 2023 (2 years 4 months)

Successfully onboarded clients and efficiently executed trade orders, ensuring seamless client interactions and compliance with regulatory standards. Delivered research-based insights to enhance client portfolios and managed institutional client relationships.

Onboarding Trade Execution Regulatory Compliance Research Analysis Client Relationship Management Institutional Sales

Sales Trader

JM Financial Services Limited

Aug 2019 - Dec 2020 (1 year 4 months)

Assisted with client onboarding, KYC procedures, and comprehensive account management. Executed trades, managed liquidity provider interactions, and provided research-backed investment recommendations.

Onboarding KYC Account Management Trade Execution Investment Recommendations Financial Analysis

Equity Advisor

SBICAP Securities Ltd

Oct 2017 - Jul 2019 (1 year 9 months)

Conducted training sessions for clients on trading strategies and assisted with trade execution and market insights. Monitored client trading activities, provided timely investment advice, and efficiently resolved customer complaints.

Trading strategies Trade Execution Market Insights Customer Service Training Clients

Customer Service Representative

Kotak Securities Limited

Oct 2015 - Aug 2017 (1 year 10 months)

Addressed customer inquiries, trade-related issues, and account management, liaising with operational teams for quick resolution of client concerns. Managed non-voice operations, including email and chat-based support, and assisted in account opening procedures.

Customer Service Account Management Non Voice Operations Email Support Chat Support Client Communication

Education

Degrees, certifications, and relevant coursework

NIIT Institute of Finance, Banking & Insurance Training Ltd.

Post Graduate Diploma, Banking

Completed a Post Graduate Diploma in Banking, gaining specialized knowledge in financial services and banking operations. Focused on core banking principles and practices relevant to the industry.

Bharathidasan University

Bachelor of Computer Applications, Computer Applications

Acquired a Bachelor of Computer Applications, focusing on fundamental computer science concepts and applications. Developed skills in programming and software development.