Venu Resume
Venu Resume
Venu Resume
Professional Summary
Career Objective:
Loyalty, perseverance, adaptability, quick learning & capability to work independently with
minimal supervision are my great assets and my objective is to excel in the field of finance by
making constant endeavor to learn in the Organization and by contributing towards its
development in various sectors.
Personal Traits:
Education Qualification:
Competencies:
Professional Experience
O r g a n i z a t i o n : B M A W e a l t h C r e a t o r s L t d
Acquisition of HNI Clients for Equities and Commodities.
Marketing of financial products ( Equity, IPO's and other wealth management products).
Drive business by acquiring and generation from Retail Clients and Potential Traders
Acquiring new clients and advising on their long term and short term investments.
Assist clients in financial planning, maintain / advise client on personal portfolio.
Rapport Building and maintaining client relationships for referrals.
Ensure all performance standards are met viz. business targets, expansion of internal and
external relationships, drive sales, implement strategies to grow market share, monitor and
evaluate performance of self and team, obtain and analyses market.
A n g e l B r o k i n g P r i v a t e L t d - H y d e r a b a d
A C H I E V E M E N T S : -
.Sucessfuly runned the franchise almost a decade with average of 10 lakhs+ per annum
W i t h n o i s s u e s a n d c o m p l a i n t s
K e y R e s p o n s i b l e A r e a :
Acquisition of Retail Clients/ Tradersfor Equities-Commodities Segment.
Acquisition of Sub-brokers for Equities and Commodities segments.
Revenue generation from Direct Clients and Sub-brokers.
Execution of orders / trades for clients with high level of accuracy.
M a n a g i n g C o m m o d i t i e s R i s k M a n a g e m e n t .
Updating cheque receipts and payments in back office.
Responsible for Margins collection from Direct Clients and Sub-brokers.
Updating clients with latest investment advisory.
Timely submission of research reports to clients.
Ability to understand & communicate both Technical & Fundamental research
K e y R e s p o n s i b l e A r e a :
Acquisition of Retail Clients/Sub-brokers for Equities
Revenue generation from Direct Clients and Sub-brokers.
Execution of orders / trades for clients with high level of accuracy in Bolt Terminal
Resposible to look after entire Badla Trading and Generating bills
Managing Risk Management & Updating cheque receipts and payments in back office.
Responsible for Margins collection from Direct Clients and Sub-brokers.
Resposible for allocating the Terminal limits on priority between clients and sub-brokes
Ability to understand & communicate both Technical & Fundamental research.
Personal Details:
I hereby declare that the particulars given above are true to the best of my knowledge.
Thanking you
Venu Madhav A