Summary
Overview
Work history
Education
Skills
Certification
LANGUAGES
COURSES
Timeline
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Utkarsh Chaturvedi

Utkarsh Chaturvedi

Agra,India

Summary

Accomplished Forex Sales Professional With A Robust Background In CFD Trading, Currency Markets, And Financial Instruments Commonly Used In The UAE. Demonstrates Strong Proficiency In Market Analysis, Investment Strategy Development, And Client Relationship Management. Skilled In Delivering Tailored Forex Solutions, Leveraging Both Technical And Fundamental Insights To Meet Client Objectives. Adept At Navigating Regional Regulatory Frameworks And Optimizing Sales Performance Through Data-driven Advisory And Portfolio Growth Strategies.

Overview

3
3
years of professional experience
2021
2021
years of post-secondary education
1
1
Certification

Work history

FINANCIAL MARKET ASSOCIATE

Angel One Ltd
Agra, Uttar Pradesh
11.2022 - 08.2025
  • Conducted comprehensive research on Indian equities, mutual funds, and Forex Cfd to support financial advisory services.
  • Integrated global macroeconomic trends into forex sales strategies to drive client acquisition and provide market-relevant trading recommendations
  • Developed detailed investment reports and model portfolios to facilitate informed decision-making for clients and advisors.
  • Collaborated with advisory teams to create diversified, SIP-based, tax-efficient portfolios compliant with Indian tax legislation.
  • Monitored client portfolios regularly, recommending rebalancing strategies aligned with market conditions and risk profiles.
  • Utilised financial tools such as Moneycontrol Pro and Excel for valuation, comparative analysis, and performance tracking.
  • Conducted in-depth market analysis for better investment decisions.
  • Generated new business opportunities for increased revenue through strategic marketing efforts.

Education

Masters of Business Administration - FINANCE & FOREX

Chandigarh University
INDIA

Bachelor of Commerce - Commerce

St Johns college
India

Skills

  • Forex Analysis
  • Forex CFD'S Analysis
  • Client relationship management
  • Business development
  • Financial modelling
  • Investment Strategies
  • Fundamental Analysis
  • Technical Analysis
  • Trading Strategies
  • Financial Analysis
  • Market Research
  • Equity research
  • Financial advisory
  • Currency market awareness

Certification

  • NISM 5-A Mutual Fund Distributor{India}
  • Advanced Forex Trading Certification
  • Financial Market Advisor -Indian Exchange


LANGUAGES

HINDI
Native
English
Advanced

COURSES

  • ADVANCED EXCEL OPERATIONS
  • DERIVATIVE MARKET OPERATIONS
  • HEDGING F&O,DERIVATIVE OPERATIONS
  • FUTURES & OPTIONS PRICING & MECHANISM

Timeline

FINANCIAL MARKET ASSOCIATE

Angel One Ltd
11.2022 - 08.2025

Masters of Business Administration - FINANCE & FOREX

Chandigarh University

Bachelor of Commerce - Commerce

St Johns college

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Utkarsh Chaturvedi