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Samrat HalderSH
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Samrat Halder

@samrathalder

Financial Advisor at centfx, guiding clients through forex account setup and investment decisions.

India
Message

At centfx, I promote forex trading services through outbound calls and guide clients through account opening, KYC documentation, and platform setup.

I provide market insights, entry and exit points, and trading recommendations. I also work to meet monthly sales targets and encourage client retention and repeat investments.

As an Insurance advisor at Life Insurance Corporation of India, I provided personalized financial advice and insurance solutions. I also built customer relationships and worked to exceed sales targets.

Experience

Work history, roles, and key accomplishments

BL

Direct Marketing Associate (DMA)

Bajaj Finserv Limited

Apr 2025 - Jul 2025 (3 months)

Generated and converted leads through proactive calling, effectively counseling customers for loan products. Streamlined loan processing procedures and conducted field visits for loan application processing.

Education

Degrees, certifications, and relevant coursework

SC

Susil Kar College

Under graduation

2024 -

Currently pursuing undergraduate studies at Susil Kar College, ongoing since August 2024.

Tech stack

Software and tools used professionally

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