**** *.*. ******* ****, Apt # ***
Jersey city, NJ 07306
Mobile: 201-***-****
*************@*****.***
Priyanka Agarwal
Objective: To obtain the position as Trading Assistant to ensure smooth and conflict free functioning of all operations within the organization.
Summary of Skills:
Good knowledge of equity products
Strong Knowledge of financing activity and funds management
Strong computer skills, with a firm working knowledge of Excel
Strong analytical, problem-solving and organizational skills
Excellent motivational and learning skills
Good inter-personal, partnering and communication skills
Professional Summary
Self driven Trading Assistant with track record of success in operational support and records management.
Professional Experience
IndiaInfoline Ltd, India
Worked as Executive Franchise (From Dec’ 2007 till Sept’2008)
Key Responsibilities:
Managed all activities related to Franchises in solving day to day troubles with team strength of 5 Executives. I have serviced more than 200 Sub Brokers for North India region.
Handled all Pre commissioning activities and Post commissioning activities of Franchises.
Responsible for the compliance department for Franchisee which includes paper work for Sub-broker registration and other legal matters related to Bad debts recovery.
Was working as single point contact for Franchisees for all operational queries.
Conducted initial training programs for franchises to facilitate them with processes of organization.
Promotion of Brand through cross-selling of products to existing Franchises
Angel Broking Limited, India
Designation: Quality Assurance Assistant (Feb 2006 till Dec 2007)
Key Responsibilities:
Managing all Quality assurance activities related to Customer Care, Office Administration, Pre-Commissioning, Post Commissioning, Solving day to day troubles with team strength of 3 Executives. Servicing more than 140 Sub Brokers for North region.
Handled all back office activities for franchisees from A/C opening to Demat services, from pay-in to payout of shares/ funds.
Provided assistance from Broker Code generation to V-Sat Installation and further till creation of Odin Terminals.
Provided assistance in completion of documentation and proper follow-ups till registration.
Provided assistance in periodical release of payout of SB’s after looking into risk factors.
Was responsible for issuing of online terminals to clients ( i.net/ Anywhere/ Diet), resetting password etc.
INDIA BULLS, India
Designation: Back Office Asst. (June2004–Jan 2006)
Key Responsibilities:
Supporting all back office functions
Managed Depository services.
Reconciliation of Online funds transferred by client and proper entry for it in the software.
Handled Pay-in/ Payout of shares/ funds.
Collection of funds from clients.
Provided assistance by solving queries of clients.
Trainings Attended
ICICI Bank, India
Worked as Management Trainee (June 2003 till Aug 2003)
Key Responsibilities:
Market survey, sourcing, and collecting relevant information on “A study of Mutual Funds”. Preparing a relevant survey questionnaire based on the information collected.Record, document and analyze the information collected.
Educational Qualifications
Masters in Business Administration in Finance
- UP Tech University India, (2002-2004)
Bachelor’s in Commerce
- Rohailkhand University India, (1998-2001)
Online Trading Foundation Programme (june 2015)
Regards,
Priyanka Agarwal