Gaurav Tomar
Dubai,UAE
Summary
Financial professional with expertise in CFD and forex trading, algorithmic trading, and portfolio management. Skilled in technical and economic analysis, emphasizing risk management and investment strategy. Proficient in utilizing Bloomberg Terminal for performance tracking and portfolio optimization, enhancing client relationships and driving business growth through effective upselling strategies.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work history
Portfolio Manager
Hedge & Sachs
Dubai, UAE
2025.08 - Current
- Supported development of investment strategies to enhance portfolio performance.
- Assisted with financial analysis to support informed portfolio decisions.
- Contributed to management of portfolios to ensure returns on investments.
- Facilitated optimisation of financial outcomes through risk management techniques.
- Helped identify profitable investment opportunities through market research.
- Advised clients on various investment options.
- Monitored stock market trends to inform decision-making.
- Maintained client bases to ensure loyalty and profitability.
- Nurtured relationships with clients to promote business growth.
- Aided team productivity by implementing effective work processes.
- Oversaw high volume call-taking of up to 50 calls per day.
Relationship Manager
DRL Marketing Management
Dubai, UAE
2023.10 - 2025.07
- Executed CFD trades across equities, indices, and commodities to support portfolio performance optimisation.
- Focused on risk management by applying stop-loss orders and managing position sizes.
- Conducted market analysis by reviewing economic reports and monitoring geopolitical events to aid trading decisions.
- Conducted face-to-face meetings with SME clients, managing portfolio with $100000 turnover.
Team Leader - Fintech Sales
OnePaper Research Analyst Private Limited
Bangalore, India
2022.01 - 2023.06
- Assisted in enhancing team performance through regular monitoring and supportive feedback.
- Facilitated streamlined client and employee deliverables to improve operational efficiency.
- Helped secure positive outcomes in challenging situations by employing strong problem-solving skills.
- Coordinated daily tasks to support workflow optimisation within team.
- Reported on team performance to higher leadership while suggesting areas for improvement.
- Promoted open communication to foster positive work culture.
- Led team of 10 members to achieve KPI targets and successfully complete assigned projects.
Relationship Manager
DreamGains Financials India Private Limited
Bangalore, India
2020.06 - 2021.12
- Assisted in identifying client needs by recommending tailored product solutions to enhance satisfaction.
- Supported efforts to improve client success while fostering alignment with team objectives.
- Delivered product education and training to clients, addressing technical queries to enhance understanding and usage.
- Maintained comprehensive knowledge of market trends, predicted future patterns effectively.
Education
Master of Commerce - Commerce
SRI DEV SUMAN UTTARAKHAND UNIVERSITY
UTTARAKHAND, INDIA 2017.07 - 2019.07
Bachelor of Commerce - Commerce
SRI DEV SUMAN UTTARAKHAND UNIVERSITY
UTTARAKHAND, INDIA 2014.07 - 2017.07
Skills
- CFD and forex trading
- Technical analysis
- Algorithmic trading
- Market research
- Risk management
- Performance tracking
- Portfolio optimization
- Investment strategy
- Economic analysis
- Bloomberg terminal expertise
- Mutual fund knowledge
- Client relationship management
- Upselling strategies
- Stock market insights
- Portfolio management
LANGUAGES
English
Fluent
Hindi
Native
Certification
NISM - National Institute of Securities Markets
DECLARATION
I hereby affirm that the information presented in this resume is true and complete to the best of my knowledge. I acknowledge that any misrepresentation or omission of material facts may lead to disqualification from employment consideration or termination of employment at any stage.
Timeline
Portfolio Manager
Hedge & Sachs
2025.08 - Current
Relationship Manager
DRL Marketing Management
2023.10 - 2025.07
Team Leader - Fintech Sales
OnePaper Research Analyst Private Limited
2022.01 - 2023.06
Relationship Manager
DreamGains Financials India Private Limited
2020.06 - 2021.12
Master of Commerce - Commerce
SRI DEV SUMAN UTTARAKHAND UNIVERSITY
2017.07 - 2019.07
Bachelor of Commerce - Commerce
SRI DEV SUMAN UTTARAKHAND UNIVERSITY
2014.07 - 2017.07