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.
2022.10 - 2024.08
- 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
2021.08 - 2022.07
- 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.
2019.04 - 2020.12
- 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.
2018.07 - 2019.02
- 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.
2014.02 - 2018.06
- 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.
2022.10 - 2024.08
AVP- Treasury Solutions
IFA Global
2021.08 - 2022.07
Senior Manager
SMC Global Securities Ltd.
2019.04 - 2020.12
Senior Accounts Manager
Subhash Institute of Global Markets Pvt. Ltd.
2018.07 - 2019.02
Head- Client Relations
Forexserve Risk Management Consultants Pvt. Ltd.
2014.02 - 2018.06
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