Yash Sharma

• Assisted with market analyses to support informed decision-making processes.
• Helped in risk management via analysis of market volatility.
• Aided in monitoring daily energy prices to enhance forecasting accuracy.
• Supported tracking of global energy developments to maintain competitiveness in local markets.
• Collaborated with trading teams to improve buying strategies.
• Contributed to developing partnerships with energy sector stakeholders for better collaboration.
• Facilitated communication of technical information to non-technical audiences for clearer understanding.
• Managed internal databases to safeguard important company data.
• Executed trades that resulted in consistent profits.

Client Acquisition and Onboarding: Actively sourcing new, high-net-worth clients and onboarding them onto trading platforms.

Relationship Management: Building strong client relationships through trust, transparency, personalized service, and consistent communication in forex trading.

Sales and Revenue Growth: Generated strong revenue through strategic client acquisition, increased trading volumes and re-deposits, premium services, retention & competitive spread optimization, consistently meeting or exceeding monthly targets.

Client education & support: Conducted comprehensive trading webinars covering price action analysis, market updates, forex/cfd product education, platform navigation, and trading strategies to enhance client performance.

Internal collaboration: Working with back-office, compliance, and customer service teams to ensure seamless service & client satisfaction.

Trainer: Developed persuasive sales pitches and delivered personalized training on CFD sales methodologies tailored to individual team member strengths and needs.

• Conducted outbound calls for follow-ups, enhancing client satisfaction and issue resolution.
• Managed challenging situations with professionalism to maintain the company's positive image.
• Conducted outbound calls for follow-ups, enhancing client satisfaction and issue resolution.
• Educated clients on forex, crypto, indices, policies, and Indian trading guidelines.
• Organised training sessions for new hires, improving team performance.

• Delivered exceptional customer support via multi-channel communication, including chat and telephonic assistance.
• Resolved routine customer queries promptly, escalating high-value and complex cases to senior management for further action.
• Coordinated with delivery partners to achieve timely order fulfillment, directly contributing to improved customer satisfaction.
• Collaborated with in-house pharmacists to expedite prescription verification and approval, ensuring timely service for customers.

• Client acquisition by guiding customers through KYC verification and trading account setup processes, ensuring regulatory compliance.
• Converted qualified leads into active trading clients and successfully secured first-time deposits, exceeding monthly conversion targets.
• Recognised as "Best Closer" for outstanding performance, closing 192 leads in a single month.