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Rajeev Mishra

Rajeev Mishra

Senior Relationship Manager

Followers of Rajeev Mishra26 followers
location of Rajeev MishraDelhi, India

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  • Timeline

  • About me

    Business Development Associate at Fidelis Capital Markets

  • Education

    • Indira Gandhi National Open University

      2007 - 2011
      Bachelor of Commerce (B.Com.) Business/Commerce, General B

      Completed Bachelor of Commerce with good overall performance. Enhanced my skills in the field of Currency, Derivatives and Share Market along with the mandatory subjects.

    • Indian Institute of Planning and Management

      2011 - 2013
      Post Graduate Diploma Finance and Financial Management Services A

      Activities and Societies: National University of Singapore Team (International Marketing), Debate Team, Movie Making Competition Team, Child Welfare Social Team, Product Launch Activity Team Completed Post Graduate Diploma in Business Management in the field of Finance and Marketing, standing out as one of the favorite student of the batch.

  • Experience

    • ICICIdirect

      Nov 2012 - May 2013
      Senior Relationship Manager

      Key Responsibilities & Duties:a) Financial Planning and Portfolio Managementb) Profiling of the customer and Forex Managementc) Sales and Marketing of products and services of the company to the existing as well as new clients.d) Relationship building with the clients.e) Providing solutions to the queries raised by the clients.

    • Fidelis Capital Markets

      Mar 2014 - now
      Business Development Associate

      Key Responsibilities and Duties:a) Providing trading advisory to the clients and helping them to trade in the "Spot Forex and Commodities Market".b) Relationship management with the existing as well as new clients.c) Working across the "Fidelis Capital Markets" business units to ensure clients are properly handled.d) Writing research reports on the market outlook based on fundamental and technical for the instruments.e) Training the clients to make sure the gap is eliminated and the client feels comfortable over the company trading platform.f) Encouraging mutual learning programs on trading, indicators and advisory with the clients. Show less

  • Licenses & Certifications

    • IRDA

      ICICI Securities

  • Volunteer Experience

    • Volunteer

      Issued by Emrald Financial Services and Consultancy
      Emrald Financial Services and ConsultancyAssociated with Rajeev Mishra