Abhinandan Singh Raghuvanshi

Questioner
DISC Type : c

Assistant Manager equity dealer at YES SECURITIES

Lucknow, Uttar Pradesh, India

Overview

Abhinandan Singh Raghuvanshi is an Assistant Manager and Equity Dealer at YES Securities, where he leverages his experience in financial planning and the stock market. He holds a Masters degree from Mahatma Jyotiba Phule Rohilkhand University and is certified by NISM and IRDAI, specializing in portfolio management, equity advisory, and risk management.

He is a passionate wealth manager focused on building lasting client relationships based on trust and transparency. He is committed to helping individuals and businesses grow and protect their wealth through strategic, data-driven decisions while staying ahead of market trends.

He successfully cleared his NISM Equity Derivative certificate exam with an impressive score of 84%.

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Portfolio Management
His core focus is on personalized investment strategies and long-term financial goal planning for both individuals and businesses.
Equity Trading
As a certified Equity Dealer, his role involves trade execution, analyzing market trends, and managing equity transactions for clients.
Client Relationships
He consistently emphasizes building long-term client relationships based on trust, transparency, and a seamless investment experience.

Media Appearances

Abhinandan has no verified media appearances

Work History

7-2025
Assistant Manager equity dealer at YES SECURITIES
12-2024 - 4-2025
Chief relationship manager at ICICIDirect
9-2023 - 11-2024
Sales Officer at SBI Life Insurance Co. Ltd.

Education

10-2021 - 9-2023
Master's degree from Mahatma Jyotiba Phule Rohilkhand University
7-2017 - 8-2020
Bachelor of Arts - BA from Dr. Ram Manohar Lohia Awadh University, Faizabad

More Information

Social Presence :

Prographics :

Exp : 1 Location : Lucknow, Uttar Pradesh, India Job Level : Middle Designation : Assistant Manager equity dealer at YES SECURITIES
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Insights For Selling To Abhinandan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Abhinandan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Abhinandan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Abhinandan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Abhinandan take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Abhinandan

Personality Compatibility


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