Summary
Overview
Work history
Education
Skills
Certification
Certifications
Timeline
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IKJOT SINGH

Bromley Common

Summary

MSc Fintech with Business Analytics graduate with expertise in sales support, data management, and client relations in finance. Skilled in driving high-ticket sales growth and advising on strategies that boost revenue and customer satisfaction. Known for achieving consistent sales success, delivering data-driven insights, and supporting client needs. Adaptable, proactive, and focused on client-centered solutions in dynamic work environments.

Overview

2
2
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work history

Sales and Client Support Administrator

Educate2Trade
Bromley
08.2023 - 10.2024
  • Consistently boost company revenue by achieving over 15 high-ticket course sales per month, increasing monthly income by £52,500
  • Analyze FX charts and market trends to create educational content and develop trading strategies that enhance client understanding
  • Provide attentive after-sales support to maintain client satisfaction and foster strong relationships
  • Lead training sessions on technical analysis, equipping clients with valuable trading skills and market insights
  • Advise company directors on sales strategies, offering insights that optimize processes and expand client reach.
  • Built strong client relationships through consistent communication and support.

Junior Analyst/Trader

Quantitative Ltd
Orpington, Bromley
03.2023 - 08.2023
  • Conducted research and data analysis on AIM-listed companies to identify potential opportunities to increase returns.
  • Collaborated closely with senior traders to improve portfolio performance using timely market insights
  • Tracked financial news and regulatory updates, adapting trading strategies to stay ahead of market trends
  • Contributed insights and trade ideas, promoting team collaboration and informed decision-making.

Stockbroking Dealing Services Assistant (Execution Only)

Lloyds Banking Group
01.2023 - 03.2023
  • Supported clients with share dealing accounts, executing trade requests with accuracy and adherence to regulations
  • Assisted with account transactions, including funding and management tasks, ensuring data accuracy and compliance
  • Maintained client records with precision, contributing to efficient and smooth account operations.

Personal & Retail Banking Advisor

Lloyds Banking Group
08.2022 - 01.2023
  • Handled 50+ client calls daily, providing clear solutions to inquiries and maintaining a positive customer experience
  • Managed account updates and transactions, ensuring data accuracy and efficient service
  • Completed administrative tasks to uphold compliance standards and streamline banking processes.

Education

BSc (Hons) Business Economics - Economics

University of Westminster
09.2017 - 06.2020

MSc (Hons) Fintech with Business Analytics - Finance

University of Westminster
09.2020 - 09.2021

Skills

  • Sales Support and High-Ticket Sales
  • Data Management and Record Accuracy
  • Analytical and Quantitative Analysis
  • Client Engagement and After-Sales Support
  • Proficient in Data Analysis

Certification

  • Bloomberg Market Concepts (Focus on Financial Markets)
  • VTCT Level 5 Diploma in Financial Trading

Certifications

  • Business psychology and skill development
  • Cultural exploration and travel

Timeline

Sales and Client Support Administrator

Educate2Trade
08.2023 - 10.2024

Junior Analyst/Trader

Quantitative Ltd
03.2023 - 08.2023

Stockbroking Dealing Services Assistant (Execution Only)

Lloyds Banking Group
01.2023 - 03.2023

Personal & Retail Banking Advisor

Lloyds Banking Group
08.2022 - 01.2023

MSc (Hons) Fintech with Business Analytics - Finance

University of Westminster
09.2020 - 09.2021

BSc (Hons) Business Economics - Economics

University of Westminster
09.2017 - 06.2020

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IKJOT SINGH