Urvish Patel
Account Head at NewTech Insurance Brokers LLC- Claim this Profile
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Bio
Experience
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NewTech Insurance Brokers LLC
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Insurance
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1 - 100 Employee
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Account Head
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Sep 2022 - Present
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Internet Marketing Manager
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2020 - Present
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Mansukh Securities & Finance Ltd.
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India
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Financial Services
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500 - 600 Employee
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Derivatives Analyst
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Apr 2021 - Sep 2022
(A) Understand the client’s investment objectives and risk appetite in order to provide accurate analysis and recommendations. (B) Conduct comprehensive analysis of derivative instruments, including but not limited to forwards, futures, options, and swaps. (C) Conduct comprehensive analysis of derivative instruments, including but not limited to forwards, futures, options, and swaps. (D) Stay abreast of changes in the marketplace that could affect the value of the client’s derivative holdings (E) Prepare detailed reports outlining the findings of your analysis for review by senior management (F) Collaborate with other members of the research team to develop innovative solutions to complex problems (G) Assist in the training and development of junior analysts (H) Participate in new business pitches to prospective clients (I) Represent the firm at industry conferences and events (J) Serve as a subject matter expert on derivatives for both internal and external audiences (K) Maintain strong working relationships with key stakeholders, including sales, trading, and technology (L) Adhere to all applicable regulations and internal policies when conducting analysis and making recommendations Show less
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IIFL (India Infoline Group)
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India
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Financial Services
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700 & Above Employee
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Making research
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Aug 2020 - Mar 2021
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Education
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CHAROTAR UNIVERSITY OF SCIENCE AND TECHNOLOGY
Master of Business Administration - MBA, Accounting and Finance