ROHAN DAVID
Summary
Being a highly skilled finance professional influenced by order and discipline, I have done my PG in Finance and possess experience of over 10 years with leading consulting & broking firms. During this period, I have been able to gain deep insights into Bullion, Commodity, Forex and Treasury markets.
With exceptional organisational abilities, excellent inter-personal skills and effective communication, I would like to be a part of an organization where I am able to use and enhance my knowledge & talents for the development of the organization and also myself.
Overview
11
11
years of professional experience
8033
8033
years of post-secondary education
1
1
Certification
Work history
Senior Manager
SMC Global Securities Ltd.
10.2022 - 08.2024
- Onboarded international Bullion clients for selling Gold and Silver in India through IIBX
- Conducted business development meetings and arranged Indian Bullion buyers for IIBX sellers
- Bullion price risk management for clients through hedging on MCX Index
AVP- Treasury Solutions
IFA Global
08.2021 - 07.2022
- Advising clients on the Forex Hedging Strategies & Market Trends
- Mentored team members and conducted training sessions to foster a culture of continuous learning
- Having been an essential part of the Treasury & client handling team, I have developed as a skilled and strong team builder who leads and motivates the team
Senior Manager
SMC Global Securities Ltd.
04.2019 - 12.2020
- Provided consulting services to clients with FX & Base Metals price volatility risk
- Onboarded clients for Corporate growth
Senior Accounts Manager
Subhash Institute of Global Markets Pvt. Ltd.
07.2018 - 02.2019
- Facilitated clients to trade in CFDs like Commodities, Currencies, Stocks and indices
- Assisted clients with in-house research support for deeper understanding of the market
Head- Client Relations
Forexserve Risk Management Consultants Pvt. Ltd.
02.2014 - 06.2018
- Responsible for identifying, evaluating and monitoring client’s Foreign Exchange risk
- Aligning client's hedging activity to their Balance Sheet exposures
- Preparing Daily Reports highlighting our views on the markets for clients
- Represented the company at various seminars & corporate events
Education
PGD in Advanced Financial Planning & Wealth Mgmt -
INDIAN INSTITUTE OF FINANCIAL PLANNING (IIFP)
B.COM Pass -
DELHI UNIVERSITY
12Th -
SOMERVILLE SCHOOL
10Th -
ASSISI CONVENT SCHOOL
Skills
- Exceptional Organizational: Time Management, Multitasking & Planning
- Excellent Inter-Personal
- Training and Development
- Effective Communication
- Proficient with MS Office (MS Excel & PowerPoint)
- Leadership & Motivational
- Goal Oriented approach
Certification
- Cleared NISM- Mutual Fund Distribution Certification Exam.
- Cleared NCFM- Derivatives Market (Dealers) Module Certification Exam.
Timeline
Senior Manager
SMC Global Securities Ltd.
10.2022 - 08.2024
AVP- Treasury Solutions
IFA Global
08.2021 - 07.2022
Senior Manager
SMC Global Securities Ltd.
04.2019 - 12.2020
Senior Accounts Manager
Subhash Institute of Global Markets Pvt. Ltd.
07.2018 - 02.2019
Head- Client Relations
Forexserve Risk Management Consultants Pvt. Ltd.
02.2014 - 06.2018
PGD in Advanced Financial Planning & Wealth Mgmt -
INDIAN INSTITUTE OF FINANCIAL PLANNING (IIFP)
B.COM Pass -
DELHI UNIVERSITY
12Th -
SOMERVILLE SCHOOL
10Th -
ASSISI CONVENT SCHOOL
Similar Profiles
Prateek SharmaPrateek Sharma
Sr. Quant Trader at SMC Global Securities LtdSr. Quant Trader at SMC Global Securities Ltd
Abhishek ChoudharyAbhishek Choudhary
Business Development Executive at SMC Global SecuritiesBusiness Development Executive at SMC Global Securities
SACHIN GHOLAPSACHIN GHOLAP
Prop Book Trader - AVP at SMC Global Securities LtdProp Book Trader - AVP at SMC Global Securities Ltd
Game MothibiGame Mothibi
Senior Manager at TAFISASenior Manager at TAFISA
Abhishek KumarAbhishek Kumar
Senior Manager at Anantam RealtechSenior Manager at Anantam Realtech