Rajeev Agarwal

Operations Associate

Greater Delhi, Delhi, India16 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

17+ years of experience in capital markets
Expert in risk management and wealth advisory
Proven results in wealth growth and risk control

Stackforce AI infers this person is a Finance professional with expertise in capital markets and risk management.

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Skills

Core Skills

Risk ManagementFinancial Advisory

Other Skills

Wealth Management ServicesExcelEquitiesDerivativesFinancial AnalysisBudgetingOptions StrategiesOptions GreeksAnalysisPortfolio ManagementMicrosoft ExcelFinancial RiskInvestments

About

*"Finance professional with 17+ years of experience in capital markets, wealth advisory, and risk management. I hold an MBA in Finance from Symbiosis and CFA (ICFAI India), with deep expertise in equity, mutual funds, and F&O strategies. I have successfully advised clients, designed risk-adjusted portfolios, and managed large investment books across asset classes. My experience covers: Wealth & Investment Advisory: Goal-based financial planning, mutual funds, equity strategies, and relationship management. Risk Management: Hands-on knowledge of market risk, derivatives risk hedging, and compliance with international standards. Portfolio & Equity Research: Designing asset allocation models, tracking sectoral trends, and delivering above-benchmark returns. I am passionate about helping clients grow and protect wealth through disciplined risk management and strategic asset allocation. Currently open to opportunities in the areas of Wealth Management, Risk Management, Portfolio Advisory, and Investment Strategy. Let’s connect if you are looking for someone who brings market expertise, client-focused advisory, and proven results in wealth growth and risk control."*

Experience

Cnb finwiz private limited

Manager Risk Management

May 2011 – Present · 14 yrs 10 mos · Noida, Uttar Pradesh, India · On-site

Working in a reputed Financial Companies for more than 15+ yeras
 Facilitate clients by providing limit based on risk appetite of clients to enable maximization of Risk adjusted returns while closely monitor their positions on real time basis.
 Taking care of Risk Management efficiently so that brokerage return is maximized whereas risk of capital is minimum..
 Monitor Clients’ positions on admin to avoid risk
 Handle Risk Softwares (risingssotch, shilpi etc) for live monitoring of Client’s F&O Margin status
 Preparing & analyzing Options strategy of Clients and provide feedback to Top Management

Financial AdvisoryRisk Management

Ang capital pvt. ltd

Sr. RMS executive

Nov 2010 – Apr 2011 · 5 mos · Greater Delhi Area

 Facilitate clients by providing limit based on risk appetite of clients to enable maximization of Risk adjusted returns while closely monitor their positions on real time basis.
 Taking care of Risk Management efficiently so that brokerage return is maximized whereas risk of capital is minimum..
 Monitor Clients’ positions on admin to avoid risk
 Handle Risk Softwares (risingssotch, shilpi etc) for live monitoring of Client’s F&O Margin status
 Preparing & analyzing Options strategy of Clients and provide feedback to Top Management

Vogue commercial co. ltd

Surveillance and accounts executive

Jun 2009 – Nov 2010 · 1 yr 5 mos · Greater Delhi Area

 Monitor Clients’ positions on Odin Admin to avoid risk
 Handle V-Tech Software for live monitoring of Client’s F&O Margin status
 Preparing Payment Control Reports of Clients\Branches on Daily Basis
 Preparing & analyzing Ageing Debit Report of Clients and provide feedback to Top Management
 Responsible for managing collections of payments, credit policy
 Manage Stock Collateral reports of Clients/Branches
 Monitor client’s positions, limits requirement , rejections on real time basis
 Triggering the square off process for the clients
 Monitor Margin/ exposure member wide limits at the exchanges
 Controlling the exposure of clients on the basis of margin available
 Monitoring the market movement closely and take proactive action accordingly