Siddhant Samaiya
Equity Advisor & Analyst
- Role
- Equity Advisor (Personal Wealth Advisory) at Exclusive Securities Ltd
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Siddhant Samaiya
MBA graduate with experience and interest in investments and Financial Services industry…
Experience
Equity Advisor (Personal Wealth Advisory)
Jan 2019 — Present
Generating leads and acquiring new HNI / Corporate clients.• Acquisition of new HNI clients for Equity, Derivatives, currency & commodity Markets. Executingtrades during market hours on the terminal.• Maintaining healthy relationships with all potential clients.• Creation of revenue & Activation of clients through effective Advisory.• Cross-selling of other products like Mutual fund, PMS, Insurance.• Handling Queries & complaints of clients & solving them within TAT.• Profiling clients by conducting an in-depth review of the client\'s financial requirements, analyzinginformation & recommending portfolios.
Skills
- Microsoft Excel
- Microsoft Office
- Microsoft Powerpoint
- Microsoft Word
- English
- Teamwork
- Creative Writing
- Acting
- Accounting
- Corporate Finance
- Business Analysis
- Team Management
- Team Leadership
- Market Research
- Stock Market
- Share Trading
- Brand Development
- Brand Management
- Digital Media
- Digital Marketing
- Client Services
- Content Marketing
- Small Business Marketing
- Email Marketing
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