Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
References
Timeline
CustomerServiceRepresentative
Mizan Ali

Mizan Ali

Dundee

Summary



Experienced stock trader with strong analytical and research skills. Proficient in technical and fundamental analysis to identify profitable trading opportunities. Adept at interpreting market trends, managing risk, and making quick decisions in volatile market conditions. Skilled in using trading platforms and financial software to execute trades and monitor portfolios. Consistently demonstrates adaptability to changing market dynamics and patience in implementing long-term strategies. Possesses in-depth knowledge of financial instruments and regulatory requirements. Proven track record of generating returns and managing client portfolios effectively.

Key skills:
- Market analysis and trend identification
- Risk management
- Technical and fundamental analysis
- Trading strategy development
- Financial modeling and valuation
- Proficiency in trading software (e.g. Bloomberg Terminal)
- Strong mathematical and statistical abilities
- Excellent decision-making under pressure
- Clear communication of complex financial concepts

Overview

4
4
years of professional experience
1
1
Certification

Work History

Team Leader

News and Wines
Dundee
09.2023 - Current



As a Team Leader overseeing a team of 10 employees in a high-volume retail environment specializing in news and wines, I effectively managed daily operations with average sales of £6,000. My responsibilities included maintaining accurate inventory records, placing orders with suppliers such as Booker and Filshill three times a week, and ensuring the timely delivery of approximately 150 online orders daily. I also provided exceptional customer support by proactively contacting customers regarding their order status and product details, ensuring a high level of satisfaction. Additionally, I conducted daily closing calculations and financial reconciliations, demonstrating strong organizational and analytical skills. My leadership fostered a collaborative team atmosphere, optimizing inventory management, and streamlining order ful-fillment processes to enhance overall efficiency and customer satisfaction.

Business Partner

Angel One Limited
Kolkata
03.2023 - 08.2023

As a successful business partner at Angel One Limited, I've exhibited great client acquisition and revenue-generating abilities in the stock market broking industry, specializing in both equity and derivatives markets. Leveraging Angel One's cutting-edge digital platform, NXT, I provide comprehensive broking services across equity, futures, and options markets, showcasing my expertise in lead management, digital marketing, and financial product advisory.

Within a short span of three months, I successfully expanded our customer base by 33% month-over-month, reaching over 100 investors. This rapid growth is a testament to my strong networking skills and ability to foster trust. My strategic focus on mutual fund SIP sales and options trading has resulted in a consistent 33% monthly broking revenue growth, reflecting my deep product knowledge and commitment to client service.

Key accomplishments include projecting an annual broking income growth of 100% and implementing strategies that led to a 25% improvement in client retention rates. By collaborating closely with senior management and utilizing data-driven insights, I have contributed to a 20% increase in operational efficiency and a 15% improvement in cross-functional project completion rates.

My success demonstrates adaptability in the dynamic stock market environment and the ability to thrive in a fast-paced financial setting. With a solid foundation in client relationship management and regulatory compliance, I continue to drive growth through expanded product offerings and increased per-client revenue. By providing valuable guidance on best practices for optimizing processes related to sales, marketing, and finance operations, I have contributed to a 10% reduction in operational costs, further enhancing the organization's overall success.

Equity Trader

StockWatchTower
Kolkata
07.2020 - 07.2022
  • As a trader, I have developed a strong skill set in financial markets and investment strategies. I monitored market conditions to identify trading opportunities and analyzed financial statements and news to assess the impact of external factors on stock prices. I executed trades in compliance with established guidelines and maintained accurate records of all transactions.

    I researched new markets for investment opportunities and assessed trends to anticipate changes in stock prices. My negotiation skills enabled me to secure favorable pricing terms with counterparties, while I regularly reviewed trading performance against industry benchmarks.
  • I also played a key role in procurement by assembling purchase orders after negotiations with suppliers, optimizing cost-efficiency for the organization. This experience has enhanced my analytical, strategic, and leadership abilities in the financial trading landscape.

Education

Master of Science - Finance

University of Dundee
Dundee,Scotland
09-2024

Bachelor of Science - Accounting And Finance

Calcutta University
Kolkata
07-2020

Skills

  • Analytical Skills
  • Problem-solving aptitude
  • Purchasing and planning
  • Marketing
  • Customer Relationship Building
  • Customer Service Management
  • Inventory Management
  • Cost Control
  • Client Account Management
  • P&L Administration
  • Team Leadership
  • Decision-Making
  • Cross-functional team management
  • Revenue Growth
  • Sales oversight

Affiliations

  • Market Analysis:
    conducted a daily examination of market movements, economic statistics, and corporate fundamentals.
    Used technical analysis tools to discover trading opportunities.
    Monitored and evaluated financial news and information to help make trading judgements.

Certification

  • Bloomberg Finance Fundamentals Certificate
  • Bloomberg Market Concepts Certificate
  • Environmental Social Governance Certificate

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
urdu
Upper Intermediate (B2)
B2

References

References available upon request.

Timeline

Team Leader

News and Wines
09.2023 - Current

Business Partner

Angel One Limited
03.2023 - 08.2023

Equity Trader

StockWatchTower
07.2020 - 07.2022

Master of Science - Finance

University of Dundee

Bachelor of Science - Accounting And Finance

Calcutta University
Mizan Ali