SAHISTA SHAIKH
Scarborough,ON
Summary
- Over five years of dynamic experience in navigating Mumbai's financial markets, demonstrating a proven track record with prestigious firms like Jay Bharat Investment and Sharekhan Ltd.
- Passionate about optimizing portfolios and delivering top-notch financial solutions, consistently contributing to client success through a client-centric approach.
- Deep expertise in equities, derivatives, currencies, and commodities, acquired through hands-on experience in executing depository participant activities and managing diverse portfolios.
- Strategic thinker with a focus on client engagement and market awareness, instrumental in orchestrating targeted advertising campaigns, resulting in a 15% increase in customer acquisition at Jay Bharat Investment.
- Multilingual proficiency in English, Hindi, Gujarati, and Marathi, enhancing communication and relationship-building in the multicultural financial landscape.
- Proven ability to streamline operations and implement government-launched facilities, contributing to substantial growth in client bases and improving compliance standards by 20% at Sharekhan Ltd.
- Organized and energetic professional with a strong work ethic, dedicated to staying ahead in the dynamic financial landscape and ensuring excellence in every aspect of client interactions.
- Ready to bring a unique blend of skills, industry insight, and unwavering dedication to a team that values growth, innovation, and excellence in the financial sector.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Stock Trader
Jay Bharat Investment
11.2019 - 10.2022
- Ran targeted advertising campaigns to bring in new clients, using calls, brochures, and emails, resulting in a 15% increase in customer acquisition
- Guided walk-in and inactive clients with clear guidelines, boosting market awareness and re-engagement
- Managed back-office tasks efficiently, from account opening to IPO forms, ensuring smooth operations
- Monitored financial markets, analyzed trends, and provided timely and accurate insights to clients for strategic investment decisions
- Collaborated closely with clients, tailoring trade strategies to their unique objectives and risk tolerance
- Oversaw and optimized trading portfolios, implementing effective asset allocation and risk management strategies
- Played a key role in trade reconciliation processes, ensuring accurate documentation of all trade-related activities.
Accountant
N.G.Engineering Service Ltd
11.2019 - 10.2022
- Processed bills, invoices, and expenses with meticulous attention to detail, reducing errors by 20%
- Conducted monthly bank and credit card reconciliations, identifying and rectifying discrepancies in a timely manner
- Managed supplier payments efficiently, maintaining strong vendor relationships and negotiating favorable terms
- Streamlined the employee salary processing system, resulting in a 25% reduction in payroll errors
- Provided clear explanations of product details to clients, enhancing their understanding and satisfaction.
Trade Analyst
Sharekhan Ltd
03.2016 - 04.2019
- Executed depository participant activities, successfully opening a significant number of new accounts, contributing to a 30% growth in the customer base
- Managed dematerialization, pledging of shares, and e-stamping processes with a focus on accuracy and compliance
- Successfully implemented a government-launched facility for branch-level accounts, streamlining operational procedures and reducing processing time by 15%
- Conducted operational audits in compliance with the latest guidelines, contributing to a 20% improvement in overall compliance standards
- Educated clients on website and software functionality, leading to a 25% increase in online transactions and engagement
- Monitored and managed client investments across various segments, ensuring adherence to regulatory requirements and industry best practices.
Customer Service Executive
HDFC Securities
12.2014 - 02.2016
- Effectively handled client calls, consistently meeting service level guidelines, handle time, and productivity targets
- Investigated and resolved customer complaints with empathy, maintaining a high level of customer satisfaction
- Collaborated with cross-functional teams to address complex customer queries, ensuring swift and satisfactory resolutions.
Customer Service Representative
AD’S Finance Ltd
04.2014 - 11.2014
- Provided comprehensive assistance and solutions to customers regarding mortgage loans, achieving a high customer satisfaction rate
- Managed an average of 100 customer calls daily, demonstrating a positive attitude and a focus on exceeding customer expectations
- Collaborated with the sales team to streamline communication processes, resulting in a 20% increase in the conversion rate of mortgage loan inquiries
- Detailed Professional References Available Upon Request
Education
Masters of Commerce (MCom) - Business
University Of Mumbai
05.2017
Bachelor of Commerce (BCom) - Finance and Management
University of Mumbai
05.2014
Skills
- Strong Problem-solving capabilities
- Cash Flow Analysis
- Financial Reporting
- Stock Market Understanding
- Investment Planning
- Trend Analysis Expertise
- Regulatory Compliance
- Bookkeeping
- Payroll Processing
- Data Entry
Certification
- NISM - Series - V A Mutual Fund Distributors Certificate (NISM), Mumbai – July 2016
- NISM - Series - VI Depository Operations Certificate (NISM), Mumbai – July 2016
- NISM - Series - VIII Equity Derivative Certificate (NISM), Mumbai – July 2016
Timeline
Stock Trader
Jay Bharat Investment
11.2019 - 10.2022
Accountant
N.G.Engineering Service Ltd
11.2019 - 10.2022
Trade Analyst
Sharekhan Ltd
03.2016 - 04.2019
Customer Service Executive
HDFC Securities
12.2014 - 02.2016
Customer Service Representative
AD’S Finance Ltd
04.2014 - 11.2014
Masters of Commerce (MCom) - Business
University Of Mumbai
Bachelor of Commerce (BCom) - Finance and Management
University of Mumbai
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