Krushna Balasaheb Chame
About Candidate
Managed end-to-end client relationship activities, including onboarding, portfolio reviews, and trade execution support for equity, F&O, and investment products.
Provided real-time market insights and trading support, delivering timely stock recommendations and actionable strategies during live market hours.
Executed high-volume trades accurately and efficiently across NSE/BSE while ensuring full compliance with exchange regulations and internal risk policies.
Monitored daily market movements, prepared trend analysis reports, and communicated key insights to clients and senior management to influence investment decisions.
Proactively identified client needs and cross-sold financial products such as mutual funds, IPOs, bonds, and derivatives to drive revenue growth.
Resolved client queries and issues promptly via calls, emails, and chat—maintaining high satisfaction and strong retention levels.
Collaborated closely with research, compliance, and tech teams to streamline processes and improve trading workflows.
Maintained meticulous documentation of trade confirmations, compliance checks, and audit trails to support regulatory requirements.
Trained junior staff and new team members on trading platforms (e.g., Ace, ODIN), best practices, and risk management protocols.
Location
Education
Results-driven Power BI Developer with 2 years of experience in the BFSI domain, specializing in data modeling, DAX, Power Query, and SQL. Experienced in designing interactive dashboards and real-time reports for trading volume, brokerage revenue, and client acquisition analysis. Skilled in ETL processes, incremental refresh, and implementing Row-Level Security (RLS) to ensure data accuracy and security. Strong ability to translate business requirements into actionable insights that support data-driven decision-making.
Work & Experience
Results-driven Power BI Developer with 2 years of experience in the BFSI domain, specializing in data modeling, DAX, Power Query, and SQL. Experienced in designing interactive dashboards and real-time reports for trading volume, brokerage revenue, and client acquisition analysis. Skilled in ETL processes, incremental refresh, and implementing Row-Level Security (RLS) to ensure data accuracy and security. Strong ability to translate business requirements into actionable insights that support data-driven decision-making.
