Akshar Heaven - 4BHK Ultra Luxurious Flats

• Supported customer requests for banking services, including handling transactions• Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.• Managed, loaded, and reconciled cash transactions between treasury and various branch units.• Contributed to business results and the overall experience delivered in the branch.• Achieved sales targets on a weekly basis.• Contributed significantly to the credit card sales each week.

• Conduct computer data entry.• Emphasized Communication skills and customer service to provide the clients with the best experience possible.• Used Salesforce and Verto to conduct patient scheduling, manage client intake, monitor user issues, and manage workflow.

Managed a family portfolio worth 1,000,000 INR in the Indian equity markets through equities and equity derivatives and generated a 25% ROI.• Investing and trading in the Indian equity markets through various instruments such as Exchange Traded Funds (ETFs), Index Derivatives, Equity Derivatives • Developing instruments for financial analysis and putting them into use and using Bloomberg terminal to conduct analysis.• Developed options and futures strategies to minimize risks by hedging.• Executing trade orders and dealing with discount brokers.• Managing a net return of 25% throughout the period through various investing philosophies such as value investing, momentum investing, and Swing trading.

• Developed volatility filter to minimize loss, ultimately achieving better risk-adjusted returns and smoother equity curves.• Conducting technical analysis to identify stock price trends.• Provided options to high net-worth clients to increase yields and minimize risk.• Researched option buying based on volume and open interest changes, directional option selling using technical indicators to develop

• Facilitated firm's everyday administrative operations, supervised support staff, and verified office remained compliant with state, federal, and local regulations.• Maintained customer relations and coordinated promotions to increase and create new revenue.• Reviewed daily and overall financials to ensure profitability.