Stock broker CV sample - stock broker CV formats / templates
Discussion
- RE: Stock broker CV sample - stock broker CV formats / templates -Poonam Rawat (09/27/12)
Broker CV sample
SSSS Gupta
Mobile No: 9XXXXXXXXX
Email:XXX@gmail.com
Career Objective
- As a broker, managing time and good decision making which leads to sound investments on behalf of clients on a daily basis.
Technical skills
-MS office
-Solid understanding of market trends
-Strong mathematical skill
Personality Traits
-Good judgement of risks
-Quick thinker
-Strong competitive drive
Key Responsibilities
-Responsible for managing the portfolio of the clients and advice them for investment.
-Responsible for researching the financial market every day.
-Responsible for checking the client’s investment to monitor their performance.
- Deal courteously with customs authorities in releasing cleared imported goods.
- Prepare cash bonds and payments via electronic fund transfers
Training
-Completed 2 months training on the topic of Portfolio Management from ABC Company.
Achievement
-Increased the portfolio size of customer by 10000 for XYZA Company.
Employer
-Currently working with ABC Company as broker since July 20** to till date.
Professional Qualification
-SII Certificate in investment from ABC University and secure 78%.
-Completed B.Com from ABC University and secure 71%.
Academic Qualification
-Successfully completed Secondary Examination, XYZ Board, securing 72%.
-Successfully completed Sr. Secondary Examination, XYZ Board, securing 68%.
Personal Details
Date of Birth-29th March, 19XX
Address-XASD
Language Known-English, Hindi
- RE: Stock broker CV sample - stock broker CV formats / templates -Ishita kispotta (09/09/12)
Stock broker CV sample
Shakti
Mobile: +91-81********
shakti****@gmail.com
Career Profile
-Enthusiastic professional with more than four years of experience in matters related to finance.
-Experience of working in online brokerage industry.
-Expertise in financial and stock market trading business.
-Knowledge of International stock purchase and equity plan design.
-Well verse with securities processing and financial markets.
-Experience of using Equity Edge, FAS123R and stock administration software’s.
Key Skills
-Excellent in Market Research.
-Excellent understanding of the organizational structure and its development needs.
-Excellent ability of understanding and analyzing complex information.
-Strong knowledge stock market and excellent predicting skills.
Personality Traits
-Excellent verbal and writing skills.
-Excellent problem solving skills.
-Strong analytical and interpersonal skills.
-Ability to handle pressurized situations.
Professional Experience
“Company Name “-Place
Stock Broker
April 20**- Present
-Generate and maintain new accounts.
-Execute trading for customer’s request.
-Inform customers about the stock quotes.
-Collect stock certificates for the customers.
-Look after the pending Automated Customer Account Transfer Service.
-Sort out the customers inquiries.
-Educate the customers about the present condition of the market.
“Company Name “-Place
Stock broker
June 20**- Feb 20**
-Develop and maintain customer base.
-Update the customer plan.
-Acquire new customers on an ongoing basis.
-Analyze the changes in client’s financial status.
-Provide information on fixed income guidance and customize strategies to customer.
-Work with small accounts and provide buying power.
-Look after on leads from potential customers.
Achievements
-Recognized for Best Analytical Thought in BSE 20**.
-Participated in inter College Chess Championship.
Academic Qualifications
M.Com from XYZ with First Class in 20**.
B.Com (Accounts) from XYZ with First Class in 19**.
Personal Details
Date of Birth: 28 May 19**.
Languages known: Hindi, Punjabi and English.
Address: XYZ.
- RE: Stock broker CV sample - stock broker CV formats / templates -Prateek Bajpai (09/07/12)
Stock broker CV sample
Dileep Singh
Contact No- +91258*******
Email ID- ****@gmail.com
Career summary
-An energetic, committed and customer oriented broker proficient in trading in shares for the customers having 2 year experience as Stock Broker.
-Expertise in customer service and safety.
-Excellent understanding of the stock market.
-Exceptional ability to foster company success through a professional appearance.
-Excellent ability to keep patience in case of crisis.
Personality Traits
-Strong Communication skills in written and verbal both.
-Remarkable mathematical, logical skills.
-Superb presentation skills.
-Ability to work under pressure.
Technical Skills
-Proficient in basic use of computer.
-Internet savvy
Key Responsibilities Handled
-Establishing and maintaining new accounts for the customers.
-Performing trading for customers via phone.
-Providing the latest update of stock market to customers.
-Accepting customer checks and stock certificates.
-Following up on leads from potential customers.
-Educating customers as to the workings of the market.
Achievements
-Maintained strong customer relationships, sourcing new business, controlling expenses, and developing marketing ideas, while creating a sense of teamwork..
-Understanding of the stock market and financial industry both fundamentally and technically.
Employer
-Working as Stock Broker in ASD pvt. Ltd. From May 2010- Present.
Academia
-CFA
-MBA in Finance
-Graduation In commerce.
Personal Details
-Date of Birth- MM/DD/YYYY
-Languages Known- French, English, Hindi, Spanish
-Address- SHSH
