Deepak Vishwakarma
Team Leader ( Dealing )
- Role
- Team Leader (Dealing) at Arihant Capital Markets Ltd
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
Experience
Team Leader (Dealing)
Nov 2024 — Present · Indore, IN
Building and maintaining solid relationships with clients- Organize client meetings, understanding their financial goals, Risk tolerance and investment. preferences- Recommending suitable investment products, such as equities, bonds, MF and AIFs, Pre. IPO Placements based on market research and analysis- Develop personalised wealth management strategies, including investment planning- Monitor and review client\'s financial progress regularly, ensuring alignment with their. objectives and making adjustments- Monitor and review investment performance, conducting periodic portfolio rebalancing to. align with clients\' objectives- Participate in industry conferences and seminars to expand knowledge and network with. potential clients.
Education
National Institute of Securities Markets (NISM)
EQUITY Derivative, Business, Management, Marketing, and Related Support Services
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Bachelor of Engineering - BE, electronics & Communication engg
2012 — 2016
National Institute of Securities Markets (NISM)
CURRENCY DERIVATIVE, Business, Management, Marketing, and Related Support Services
National Institute of Securities Markets (NISM)
Commodity Derivatives, Business, Management, Marketing, and Related Support Services
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