Balaji Rao

Balaji Rao is a Global Client Executive at Interactive Brokers since August 2021, where responsibilities include assisting clients with trade execution issues, educating them on US capital market regulations, explaining margin requirements, and addressing liquidation concerns. Previously, as a Financial Advisor at Motilal Oswal Financial Services Ltd from August 2019 to May 2021, Balaji facilitated equity, futures and options, and currency trading for clients, along with selling SIPs, insurance, and third-party products. Balaji holds multiple certifications, including a Certified Financial Planner (CFP) and various NISM certifications, along with a Bachelor of Accounting and Finance from the University of Mumbai.