Rishi Raj Singh

GTC is DFSA & VFSC licensed & regulated CFD broker where my role is to bring new clients and manage existing clients to company via retail and institutional channels.

• Established partnerships with introducing brokers & affiliates across Middle East market to maintain and exceed sales targets and carry out on-boarding for clients.
• Built and cultivated long-term quality relationships with over 50 clients by addressing needs and providing superior customer service.
• Continuously updating clients on markets using technical and fundamental Analysis.
• Supporting and advising clients on attractive investment opportunities.
• Composing detailed daily reports on major currency pairs, indices, metals, CFD's.

Ebury provides FX & trade finance services globally. I was part of business development and consultancy team in DIFC office targeting corporate and institutional accounts, approaching clients via cold calls, exhibitions, conferences and references, providing solutions to clients about their Forex exposure, risk mitigation and hedging strategies all under regulated environment. Additionally, providing demos of our online platform - Ebury Online(SaaS) which in itself is solution for many companies.

• Managed over 50 customers & prospects calls per day
• Created and maintained database on Salesforce (CRM) containing information on business proposals and contacts.
• Working with on-boarding & compliance team, completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
• Established and increased partnerships with law firms, Corporate service providers.
• Creating market reports I.e., collaborating & presenting economic & political market updates, currency movements.

Promoted from Relationship Officer(B2B-Business loans) to Senior Advisor(B2C) during the tenure where I worked in retail and business banking sectors both. This is a purely KPI driven role.

• Sourcing, identifying and pitching new potential customers via face to face meetings, cold calls, references of existing clients.
• Checking clients' eligibility to avail financial products from banks via reviewing audited financial statements & risk profile of company.
• Compliance & KYC: Reviewed documents for compliance and KYC-related issues.
• Entering and updating KYC details of customers in system by verifying client and getting right documentation uploaded in bank database
• Account management for existing clients to get introductions.

• Creative plus designs provide above the line(ATL) and below the line(BTL) advertising services, operations are round the clock as per client’s requirement acquiring business requires constant generation of new clientele & follow up with existing clients.
• One-point contact for clients.
• Maintaining excel sheets (pivot tables) of all budgets, costing, current jobs & deadlines.
• Increased sales by 10% by acquiring new business from existing clients

Worked as an intern as during the final semester of Master's degree. The role comprised of :

• Generating leads for company.
• Communicating & managing clients & prospects all over India.
• Developed clientele of over 25 clients approximately.
• Creating worksheets on MS excel using various functions such as vlookup, sumif, pivot tables etc.