Deepak Mishra
Dombivli
Summary
Dedicated and results-oriented Equity Dealer with 6 years of experience in financial markets. Proven track record of executing successful equity trades, managing portfolios, and providing expert financial advice. Strong analytical skills and in-depth knowledge of market trends. Adept at building and maintaining client relationships while consistently exceeding performance targets. Proven track record of competitive market share expansion and assisting corporations in reaching goals. Driven and detail-oriented with the ability to thrive in high-pressure environments. Adept at developing key relationships and furthering business development.
Overview
7
7
years of professional experience
1
1
Certification
Work History
PCG Equity Dealer
Anand Rathi PCG
01.2024 - Current
- Handling HNI and Ultra HNI client Portfolio.
- Execution of equity and derivatives trades for high networth people.
- Enhanced trade execution efficiency with meticulous attention to detail and thorough research.
- Managed risk effectively through diligent monitoring of market trends and client portfolios.
- Maintained compliance with industry regulations, safeguarding both firm and client interests.
- Analyzed industry and company trends to develop customized strategies.
- Demonstrated strong analytical skills in assessing market data accurately, enabling better prediction of future trends.
- Managed portfolios according to established risk strategies.
- Mitigated potential losses by swiftly identifying unfavorable trades and taking corrective action accordingly.
- Developed strong relationships with clients, resulting in increased trust and repeat business.
- Achieved high client satisfaction by providing timely and accurate equity trading services.
Equity Advisor
Axis Securities Ltd.
09.2022 - Current
- Handling HNI And UHNI's clients and their portfolio's for trading and Wealth creation
- Achieving Daily and Monthly KRA and maintaining data of Daily weekly work on excel to analyze and compare with MIS team
- Execution of buy and sell orders for equities, derivatives and currency on behalf of clients on ASL trading platforms
- Monitor financial markets to update on market trends, economic indicators, and news affecting equity prices
- Provide timely and accurate investment advice to clients based on their risk tolerance, investment goals, and market conditions
- Developing and maintaining strong relationships with clients, understanding their investment objectives and tailoring strategies to meet their needs
- Collaboration with research analysts and other departments to stay informed about market developments and investment opportunities
- Stay compliant with industry regulations and company policies, ensuring all trades and activities adhere to legal and ethical standards
- Continuously working on my professional development and stay updated on industry best practices.
Sr. Onboarding Executive
Sharekhan by BNP Paribas
09.2017 - 09.2022
- Executed equity trades for clients, ensuring timely and accurate order placement and execution
- Monitored market trends and analyzed financial data to make informed investment recommendations
- Managed client portfolios, optimizing asset allocation and risk management strategies
- Cultivated and maintained strong relationships with clients, providing personalized investment advice and strategies
- Collaborated with research analysts to evaluate potential investment opportunities and develop market insights
- Conducted regular market research and competitor analysis to identify emerging trends and opportunities.
Education
Bachelor of Management studies in Finance -
K. V. PENDHARKAR COLLEGE OF ARTS, SCIENCE & COMMERCE
08.2017
HSC -
S. K. PATIL JR. COLLEGE.
05.2014
SSC -
S.R.N.P.H. INTERMEDIATE HIGHER SECONDARY SCHOOL
07.2024
Skills
- Financial Analysis
- Portfolio Management
- Ability to Multitask
- Ms-Word
- Ms-Excel
- Ms-Powerpoint Presentation
- Problem Solving
- Fast Learner
- Client Relationship
- Teamwork
- Leadership
Websites
Certification
- NISM-Series-VIII Equity - Derivatives Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification
- NISM-Series-I: Currency Derivative Certification
- Certified in Accounting Fundamentals
Accomplishments
- Get promoted As Sr. Onboarding Relationship Executive from Onboarding Relationship Manager In Sharekhan by BNP Paribas
- Achieving Award of Small Case Contest driven by the Axis Securities Ltd
Personal Information
- Date of Birth: 12/15/95
- Nationality: Indian
Hobbies and Interests
- Reading stocks chart
- Listing songs
- Playing cricket
- Cooking
Disclaimer
I hereby affirm that the above information is true & credentials in support of it shall be produced on demand.
Timeline
PCG Equity Dealer
Anand Rathi PCG
01.2024 - Current
Equity Advisor
Axis Securities Ltd.
09.2022 - Current
Sr. Onboarding Executive
Sharekhan by BNP Paribas
09.2017 - 09.2022
Bachelor of Management studies in Finance -
K. V. PENDHARKAR COLLEGE OF ARTS, SCIENCE & COMMERCE
HSC -
S. K. PATIL JR. COLLEGE.
SSC -
S.R.N.P.H. INTERMEDIATE HIGHER SECONDARY SCHOOL
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