Bharat Rane

Manager at DOLAT CAPITAL MARKET PVT LIMITED
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Manager
      • May 2022 - Present

      Derivatives, Sales, Research Support Derivatives, Sales, Research Support

    • India
    • Financial Services
    • 700 & Above Employee
    • Senior Manager
      • Apr 2010 - Jan 2022

      Compliance: Responsible for all compliance related to research department like arranging the meeting with compliance regarding due diligence. Responsibilities of technical and fundamental team survey with auditor. Answerable for all auditor’s exhibit as well as resolve the exhibit. Provides information about SEBI rules and regulation to analyst. Doctor Portfolio: Responsible for portfolio doctor as per clients, RM, BM, ZM request. It is useful to client explain how to invest or diversified their portfolio. Doctor portfolio is useful for BM to attract the clients. Assist to research team: Assists to analyst to resolve their technical and hardware issue with IT department. Assists to analyst to give access and rights and resolve their issue with organisation’s internal software like SPM and CIP. Communication with marketing team: Responsibilities of smooth relationship between research team and marketing team to provide good service to the clients, uploading research reports and calls section properly with marketing team on website. Preparing the report - Edel Market Next: It is weekly snapshot contains pre company, economy and international market related news. It also contains FII and DII activity, international and Indian calendar event. It is just pre-event news report. Vendor Management: Answerable for provision, payment request and payment release for all research related software to vendor. Maintaining MIS of vendor invoice and payment. Software Renewal: Looking after technical and fundamental software renewal, keeping smooth relation between analyst and software technical support team. Resolving technical problem with software support team. Maintaining MIS of software renewal. Show less

Education

  • Mumbai University Mumbai
    Bachelor of Arts - BA, Economics
    1995 - 2000
  • upGrad.com
    Certification Course, Business Analytics
    2021 -
  • National Institute of Securities Markets (NISM)
    Certification, Certificate NISM-Series-III-A - Securities Intermediaries Compliance Non Fund Certification
    2021 - 2024
  • National Institute of Securities Markets (NISM)
    Certification NISM Series VII: Securities Operations and Risk Management Certification, Securities Operations and Risk Management
    2021 - 2024
  • edX
    Certification in Macroeconometric Forecasting, Certification in Macroeconometric Forecasting
    2021 -
  • National Institute of Securities Markets (NISM)
    Certification NISM Series V-A: Mutual Fund Distributors
    2022 - 2025

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