Microsoft Office Advance
Chinmay Bhiwandikar
Manager
Mumbai,Maharashtra
Summary
“ To pursue a challenging career and be a part of progressive organization that gives a scope to enhance knowledge and utilizing skills towards the growth of the organization". Financial Executive and Business Consultant with proven experience in business development, from 0 revenue to 75 lakhs in annual revenue in the first year of business itself. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Known for excellent recruiting, hiring and managing high-performance teams. Experienced in finance and accounting, operations, portfolio management and human resources.
Overview
4
4
years of professional experience
14
14
years of post-secondary education
1
1
Certification
Work History
Portfolio Manager
Escorp Asset Management Ltd.
Mumbai, Maharashtra
08.2019 - Current
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Provided strategy advice to high net worth clients.
- Developed and presented proposals for new investments.
- Recommended investment strategies to meet client financial objectives.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Stock research of low debt low PE stocks.
- Fundamental and technical analysis of stocks.
- Made daily Portfolio analysis.
- Daily Reconciliation of Demat holding report.
- Smooth communication with Custodian.
- Made deal files required to be submitted to Custodian after execution of trades.
- KYC for Account opening with PMS.
- KYC for demat and bank account opening with custodian.
- KYC for trading account opening with broker.
- Submission of Portfolio reports to Clients on monthly, quarterly and Yearly basis.
- Made PMS Compliance Module by studying and researching SEBI regulations.
- Researched stocks based on fundamental and technical analysis which gave 100% returns.
- Client onboarding.
- Sebi Reporting.
- Entire research on SME market and Equity market.
General Manager
Aryaman Capital Markets Ltd
Mumbai , Maharashtra
08.2019 - Current
- Market research of stocks (Fundamental and technical analysis.
- Daily operation of BOLT, BEST, NOW and placing Market making Quotes.
- Worked as dealer.
- Daily Pay in and pay out of funds.
- Daily Pay in and pay out of Shares.
- Early Pay in of Shares and Funds.
- KYC for trading account opening and DEMAT account opening for DP that includes CKYC.
- RTRMS Report Checking.
- Market making report checking.
- Maintaining of daily SUB Broking accounting excel.
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
Education
Bachelor of Commerce - Accounts and Finance
Thakur College of Science And Commerce
Mumbai 08.2016 - 03.2019
HSC - Computer Science
Nirmala Memorial College
Mumbai 08.2014 - 03.2016
SSC -
Oxford Public School
Mumbai 06.2004 - 03.2014
Skills
Analyzing investment opportunities
Software
Tally ERP 9 Basic
HTML basic
CBasic
Certification
NISM Series VIII - Equity and derivetives
Timeline
Portfolio Manager
Escorp Asset Management Ltd.
08.2019 - Current
General Manager
Aryaman Capital Markets Ltd
08.2019 - Current
Bachelor of Commerce - Accounts and Finance
Thakur College of Science And Commerce
08.2016 - 03.2019
HSC - Computer Science
Nirmala Memorial College
08.2014 - 03.2016
SSC -
Oxford Public School
06.2004 - 03.2014
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