Utsav Thakkar
Derivative Analyst | Portfolio Manager at Angel Broking Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Credentials
-
NISM Series-VIII: Equity Derivatives
National Institute of Securities Markets (NISM)Mar, 2022- Oct, 2024 -
Series V - A Mutual Funds Distributors
National Institute of Securities Markets (NISM)Nov, 2021- Oct, 2024
Experience
-
Angel Broking Ltd
-
India
-
Financial Services
-
100 - 200 Employee
-
Derivative Analyst | Portfolio Manager
-
Sep 2021 - Present
1. Analysis of markets on both a technical and fundamental basis to optimize trading opportunities from both an entry and exit standpoint. 2. Continually adjusted inputs into trading models to accurately reflect current market conditions thus allowing a clear picture of how to take advantage of those conditions. 3. Suggesting clients on Investment opportunities in Equities and Mutual funds depending on their financial Positions and long term goals. 4. Effectively prioritized and executed complex trading strategies in a fast-paced, results-oriented environment. 5. Making long term portfolio for clients with proper risk management strategies in place. 6. Regularly taking positions into option trading to generate consistent income for clients. 7. Generated consistent profits without excessive risk or volatility. 8. Results fueled by passion of reading and actively trading in financial markets. Show less
-
-
-
Planet Dezign
-
India
-
Advertising Services
-
1 - 100 Employee
-
Head Of Project Finance
-
Jun 2015 - Jul 2020
1. Handling key projects of the company and ensure handover of the same on time and under estimated costs. 2. Analyzing profitability of commercial projects by keeping costs under control. 3. Experience of handling team of Finance and Project Managers. 4. Dealing with clients on Understanding their finance and requirements towards the project. 5. Constant co-ordination with Vendors and Project Managers on site to ensure smooth delivery of work. 1. Handling key projects of the company and ensure handover of the same on time and under estimated costs. 2. Analyzing profitability of commercial projects by keeping costs under control. 3. Experience of handling team of Finance and Project Managers. 4. Dealing with clients on Understanding their finance and requirements towards the project. 5. Constant co-ordination with Vendors and Project Managers on site to ensure smooth delivery of work.
-
-
-
TCS e-Serve International Ltd.
-
India
-
Information Technology & Services
-
700 & Above Employee
-
Process Associate - Trade Finance
-
Oct 2011 - Apr 2013
1. Processing Import Remittances for Citibank India western and northern region. 2. Processing and preparation of swift messages MT - 103 for advance/direct import bills. 3. Processing reversals, refunds, rectifications, after ascertaining the error cause and thereby assigning responsibility to the concerned unit of the bank. 4. Processing reversals, refunds, rectifications, after ascertaining the error cause and thereby assigning responsibility to the concerned unit of the bank. 5. Performing root cause analysis of the queries as well as highlighting errors to the relevant departments. 6. Handling escalations, critical issues for sensitive clients by functioning as a single point of contact from the bank’s end. 7. Conducting investigations, inquiries towards resolution of queries, claims, and complaints. 8. Conducting training sessions for new recruits in educating them with diverse products, operations & systems of Citibank. 9. Reporting to the Management about productivity & defects of the team on a daily basis. Show less
-
-
Education
-
2012 - 2013
University of Mumbai
Master's degree, Accounting and Finance -
2006 - 2010
K P B Hinduja College of Commerce 315 New Charni Road Mumbai 400 004
Bachelor of Commerce - BCom, Accounting and Finance
Community
