GAURAV SUMAN SHRESTH

A/105 ,Blud no 12,Ashish complex Dahisar east ,Mumabi -400068

Cell: 9969289042 Email: gaurav.shresth29@yahoo.in
Summary Background encompasses of more than 1.6 year of experience in Equity and Derivative Trading
Dealing and Advisory Services. Highly skilled Stock Market Professional has extensive
knowledge of Technical analysis and Derivative strategies. Has a Experience of managing HNI
client portfolio. Has a Master's and Bachelor's Degrees in Commerce, NISM and NCFM
certifications.
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Professional Experience -

SBI cap securities as a Equity Advisor from sept 2014 onwards

Job Description
- Devise customer profiles based on income potential, risk parameters to create homogenous
client groups having similar requirements & risk appetite
- Provide investment solutions to the clients according to the client's risk appetite.
- Provide daily market outlook, short term/long term strategy on daily basis.
- Ensure the volumes of trade are higher & clients trade frequently.
- Promoting in house research calls to increase volume & frequency
- Responsible for achieving monthly target Brokerage.
- Coordinating between different departments such as Risk management ,KYC,etc.
- Reactivate the stop traders & generate revenue from them.
- Help new clients to activate their account and solve their trading related queries.
- Responsible for achieving third party product target on monthly basis.
Achievements
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Generated highest brokerage for 6 consecutive months in Derivative segments.

Stayed in top three revenue generation list for most of the tenure.
Achieved all Revenue as well as third party product target .
Managed portfolio of more than 350 clients successfully.
Helped research team in developing a option strategy.
Track record for meeting timelines and exceeding expectations.
Training and support provided to the new employees in a group.
Established good working relationships with clients.

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Academic Qualification Master of commerce from university of Mumbai year 2014 with Second class.
Bachelor of commerce from university of Mumbai year 2012 with First class.
NISM-Series-VIII Equity Derivatives Certification.
NISM-Series-VII Securities Operations and Risk Management Certification Examination.
NISM-Series-VI Depository Operations Certification Examination.
NCFM Capital Market (Dealers) Module.
IRDA Certification in Life Insurance.
IRDA Certification in General Insurance
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Previous professional experience Previous working experience include working as jobber /scalper at Genuine stock broker and
working as a insurance advisor for Bajaj alliance.
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Technical Proficiency/Skills Proficient in use of ODIN , Omnesys ,and Ninja trader TRADING SOFTWARE.
Basic Knowledge of Microsoft Word, Excel& Power point.
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