Harsh Patel, Mba Email & Phone Number

Canada

Surat, Gujarat, India

Company description: Phoenix Investments is a sub-brokerage house of R. Wadiwala, established in India and majorly supplies services such as PMS, Investment plans and financial advice.After successfully completing my termed internship I was promoted as a Junior Technical Analyst for stock recommendation and monitoring.Tasks:- Produced comprehensive investment reports by conducting thorough equity market research, driving a 15% enhancement in asset allocation for traders and portfolio managers.- Collaborated with senior analysts to actively monitor market trends, resulting in timely alerts that led to a 20% increase in capturing emerging opportunities and generating profitable trades.- Utilized chain analysis techniques to analyze options trading patterns, enabling the identification of potential market shifts and facilitating quicker entry and exits.- Leveraged insights from Option Greeks to strategically position options portfolios, reducing volatility risk by 15% and optimizing profit potential.

Surat, Gujarat, India

Tasks:-Provided exceptional customer experiences to firms customers and prospective customers. - Solve problems for customers and promote firm’s membership benefits.-Where appropriate, resolved customer complaints and de-escalated emotional situations such as margin calls and losses due to market conditions while using our elevation process to meet customer’s needs.-Made customer focused decisions to enhance the value of firm's marketed membership to their clients.-Answered inquiries and provide membership navigation and trading app related guidance to customers regarding their demat account (investment/trading account) for a wide number of situations including:1. Help clients take full advantage of membership program.2. Answer questions on trading transactions and demat statements extraction.3. Provide information on fees, finance charges, annual membership fees, margin limits and its repayment thereof.4. Performed balance transfers, and cash advances and margin limit increase with authorization from management.5. Process demographic information, personal information changes e.g. address and phone number updates.6. Access and negotiate multiple information systems to answer questions.7. Complete internal documentation on paper or online to forward to various departments for work on accounts.9. Identify areas for process improvement to improve the customer experience.

Master Of Business Administration - Mba, Finance, General

Bba-Llb (5 Year Integrated), Law