Work History
Education
Skills
Timeline
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Duy Pham

Broker

Work History

Team Leader

Uptrend
Hanoi
06.2019 - Current
  • Mentored and guided other members in Uptrend.vn to foster proper completion of assigned duties (customer service, seek for potential customers, etc).
  • Managed 5-member sales team activities to consistently meet sales quotas.
  • Trained, coached and mentored new brokers associates for maximum performance
  • Expanded customer base for Uptrend.vn and cemented market presence by implementing strategic sales plans (content marketing via website Uptrend.vn or livestream, publishing videos on social media such as Facebook fanpage, Youtube, Tiktok, etc)
  • Worked closely with high-profile customers needing special assistance to develop customized solutions meeting unique requirements.


Broker

VNDIRECT Securities Corporation
Hanoi
09.2017 - Current
  • Provided clients with price quotes on securities and financial information on corporations issuing select securities.
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product (Stocks, bonds, derivatives products, products in the foreign exchange market).
  • Networked to identify and attract potential new clients
  • Created and implemented strategic trading approaches (Momentum Trading; Trend Following, etc).
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities.
  • Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations (weekly reports or On-demand reports for key customers).



Credit Specialist

The Joint Stock Commercial Bank for Investment and Development of Vietnam
Hanoi
08.2012 - 08.2017
  • Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
  • Monitored appropriateness of credit limits on customers, making changes to realign operations with policies and targets.
  • Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
  • Recommended approval or disapproval of commercial, real estate or credit loans.

Education

Bachelor of Arts - Finance And Banking

Banking Academy
Hanoi
09.2008 - 09.2012

Broker Certification -

State Securities Commission of Vietnam
Hanoi
02.2017 - 02.2018

Skills

Flexible and Adaptable

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Timeline

Team Leader

Uptrend
06.2019 - Current

Broker

VNDIRECT Securities Corporation
09.2017 - Current

Broker Certification -

State Securities Commission of Vietnam
02.2017 - 02.2018

Credit Specialist

The Joint Stock Commercial Bank for Investment and Development of Vietnam
08.2012 - 08.2017

Bachelor of Arts - Finance And Banking

Banking Academy
09.2008 - 09.2012

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