May 2010 – Mar 2011 · 10 mos

Mar 2008 – May 2010 · 2 yrs 2 mos

Nov 2006 – Mar 2008 · 1 yr 4 mos · Mumbai Area, India

Jul 2005 – Oct 2006 · 1 yr 3 mos · Mumbai Area, India

Aug 2001 – May 2004 · 2 yrs 9 mos · Lucknow Area, India

• Equity dealing: executing orders for equity securities and ensuring compliance with regulations and policies.
• Account maintenance: maintaining accurate records of client accounts, processing transactions and settlements, reconciling profit and loss statements, and preparing reports.
• Risk management: monitoring market movement to minimize credit risk exposures by assessing counterparty risk.
• Client acquisition and servicing: identifying and prospecting potential clients, building relationships, conducting meetings, resolving issues, and collaborating with other departments to improve the client experience.