Chandigarh, India
Dynamic and results-driven Business Analyst and Operations Specialist with over 8 years of experience across fintech, equity markets, financial advisory, and IT infrastructure. Currently contributing at uTrade Solutions, focusing on product demonstrations, client onboarding, and streamlining operational processes in a high-performance trading environment. Proven ability to analyze client requirements, coordinate cross-functional teams, and deliver regulatory-compliant solutions. Previously served as a Functional Support Executive, efficiently resolving live trading issues, managing client simulations, and mentoring internal teams. Strong foundation in capital markets through hands-on roles as an Equity Dealer and Relationship Manager, advising clients on long-term investment strategies across mutual funds, equities, FDs, bonds, and retirement planning. Started my career with a technical background in IT support and asset management, gaining practical experience in system setup, OS installation, and network troubleshooting. Skilled in tools like Jira, Microsoft Outlook, Linux, and financial platforms, with a continuous learning mindset and strong knowledge of trading systems, risk controls, and compliance frameworks. Passionate about enhancing client satisfaction, improving internal workflows, and driving value across business operations.
-Led software and algorithm demos to boost product adoption. -Analyzed client requirements and coordinated solutions with internal teams. -Supported exchange approvals, including documentation and ENIT portal assistance. -Built long-term client relationships to improve retention. -Streamlined processes to enhance client service efficiency. -Created FAQs, guides, and reports to support consistent client service.
-Resolved live client issues quickly to ensure smooth operations. -Managed client onboarding via test and simulation market participation. -Delivered internal training and mentorship to strengthen team capabilities. -Continuously updated knowledge on algorithms and technical tools. -Created support documentation and user guides to assist clients.
-Worked as an Equity Dealer, executing buy/sell orders and managing client portfolios. -Assisted clients in building long-term investment portfolios to generate strong returns. -Knowledge of stock markets, mutual funds, bonds, fixed deposits (FDs), and loan products.
-Worked as a Relationship Manager, managing and advising client investment portfolios. -Provided strategic financial guidance aligned with long-term goals such as child education, marriage planning, and retirement. -Built trusted client relationships through personalized investment planning and goal-based advisory
-Focused on lead generation and email marketing. -Identified key decision-makers within target companies for potential business opportunities. -Utilized multiple communication channels to engage prospects and support sales and revenue generation efforts. -Contributed to expanding the sales pipeline through strategic outreach and data collection.
-Managed hardware setup, allocation, and ongoing maintenance as part of asset management. -Installed operating systems and resolved technical issues to ensure optimal system performance. -Monitored and troubleshooted Wi-Fi and LAN connectivity for seamless network operations. -Conducted regular system health checks and prepared detailed status reports.