Senior Manager

• Mar 2022 - Present

Business Development Team Lead

• Jul 2017 - Apr 2022

• Introducing and creating market for Exchange products: New Memberships and participation in currency derivatives, Equity, Equity derivatives etc. • Building strong connections with stock broking firms, financial institutions, Corporates, trade bodies, associations by developing mutually beneficial relationships. • Managing strategic relationship with members & stakeholders. • Ensuring the highest level of service to the members including registration, enabling day today trading operations, compliance. • Driven Investor Awareness Programs (IAPs) for the Exchange PAN India. Organizing seminars, trainings for members, dealers. • Communicate effectively with the target audience and build trust. • Supervising and guiding the team in rendering their duties. • Vested with responsibility of conducting the ‘Quarterly Advisory Committee Meetings’ of the Exchange. Show less

Executive Assistant- ANMI-WIRC (Team Leader)

• Aug 2013 - Jun 2017

• Responsible for fulfilling the vision, achieving ANMI mission and its objectives. • Design & implement strategies to increase membership and acquire business (B2B), thereby revenue. • Conducting Investor Awareness programs (IAPs) for investors. • Understanding the various legal/regulatory compliance matters of members (stock broking firms) and taking up the same with the regulator & stock exchanges. • Arranging regular programs/ trainings/seminars for members on various matters pertaining to business and compliance with stalwarts from industry, SEBI, exchanges, as speakers. • Garner revenue for firm by way of Sponsorships for the above programs. • Resolving member queries on Industry related matters. • Making presentations, representations on various issues pertaining to stock market industry after interactions with members of ANMI-WIRC and taking up the same with BSE, NSE, SEBI & Ministry of Finance. • Carrying out research and data mining to accomplish the above functions. • Preparing presentations and Market Report on Indian economy and Capital Market for representing India at International forums. • Carrying out analysis and applying financial, economic, statistical data to achieve the above. • Establishing credibility with members as a face of ANMI-WIRC. • Managing relations with business stakeholders. • Managing ANMI-WIRC Office Administration and other Secretarial functions of Regional Council. • Conducting training and awareness sessions for members and investors. Show less

Industry Analyst

• Jan 2013 - Aug 2013

• Carrying out Industry research and preparing reports outlining the recommendation. • Present oral and written reports on general economic trends and entire industries • Interact with industry leaders and company management to gain insights of the industry. • Continuously monitor the industry for any impact and release updates on it. • Initiated report on Indian Business Process Management (BPM) industry as Lead Analyst and worked on IT industry Initiation report. • Making Presentation for pitching investment ideas to Clients. • Worked on proprietary Industry Risk Metrics model designed specifically for banks, to enable them evaluate and rank the various industries they lend to. Show less

Equity Research Analyst

• Jan 2010 - Dec 2012

• Carrying out company research and preparing reports outlining the investment recommendation. • Analysing financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions • Meeting, making Presentations to HNI, Ultra HNIs, NRI Clients. • Analyse the financial need & risk appetite of the client & recommend suitable solutions/ cross-sell from the array of financial products. • Constructing and rebalancing proprietary and client portfolios. • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. Show less