Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
SHREYA LAAD

SHREYA LAAD

Finance Professional
Pune

Summary

Finance professional with nearly 4 years of experience in equity trading, portfolio management, and client advisory. Strong foundation in capital markets, complemented by an MBA in Finance and certifications in investment banking operations and equity trading. Seeking to leverage analytical expertise and market insights to contribute to investment banking roles in mergers & acquisitions, and corporate advisory.

Overview

6
6
years of professional experience
5
5
Certifications
2
2
Languages

Work History

Deputy Manager (Equity Dealer)

Kotak Securities
09.2024 - 12.2024
  • Executed trades in cash and derivatives markets as per client instructions.
  • Monitored stock market movements and provided real-time updates to clients.
  • Developed investment strategies based on technical and fundamental analysis.
  • Ensure compliance with SEBI and exchange regulations in trading activities.
  • Coordinate with research teams to provide data-driven investment recommendations.


Equity Relationship Manager

ICICI Securities Ltd
12.2020 - 05.2024


  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Provided equity advisory and dealing assistance to clients (Indian & NRIs).
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Activation of Non-Trader, Stop-Trader clients.

Management Intern

Indore Premier Co-operative Bank
05.2019 - 07.2019
  • General Banking operations

Education

MBA - Finance

Prestige Institute of Management & Research
Indore, India
04.2001 -

BBA -

Pioneer Institute of Professional Studies
Indore
04.2001 -

Skills

  • Decision Making
  • Teamwork
  • Time Management
  • Leadership
  • Effective Communication
  • Attention to Detail
  • Analytical Thinking
  • MS Excel

Certification

Investment Banking Operations from IMS Pro School

Timeline

Deputy Manager (Equity Dealer)

Kotak Securities
09.2024 - 12.2024

Equity Relationship Manager

ICICI Securities Ltd
12.2020 - 05.2024

Management Intern

Indore Premier Co-operative Bank
05.2019 - 07.2019

MBA - Finance

Prestige Institute of Management & Research
04.2001 -

BBA -

Pioneer Institute of Professional Studies
04.2001 -

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SHREYA LAADFinance Professional