LAKSHANA JADHAV
Fixed Income Dealer
Mumbai,Maharashtra
Summary
Chief Dealer – Sales Desk executing SLR Bonds , with focus on timely closure, market pricing, and client execution. Uses yield curve analysis and price movement tracking to guide institutional investors on fixed income opportunities. Builds repeat business through accurate dealing, fast response times, and steady relationships with market participants.
Overview
3
3
Languages
15
15
years of professional experience
Work History
Chief Dealer – Sales Desk (SLR/FII)
Nuvama Wealth Finance Ltd., BKC, Mumbai
03.2025 - Current
- Executed trades and transactions efficiently, ensuring compliance with regulatory standards and internal policies.
- Analyzed market trends to identify profitable investment opportunities, enhancing portfolio performance for clients.
- Deal in Fixed Income Market instruments, primarily SLR Bonds.
- Source and execute trades while ensuring timely and accurate deal closure.
- Track price and yield movements to guide clients on investment opportunities.
- Analyze the yield curve and market trends for informed decision-making.
- Build and maintain strong relationships with market participants and institutional clients.
- Ensure consistent execution to generate repeat business.
- Developed and maintained strong relationships with clients, providing tailored investment advice and solutions.
Fixed Income Manager – SLR Interbank Desk
ICAP IL India Pvt. Ltd., BKC, Mumbai
12.2023 - 02.2025
- Managed sourcing and placement of SLR Bonds in the interbank market.
- Monitored price and yield movements for client advisory.
- Executed trades efficiently while maintaining compliance and market standards.
- Developed strong relationships with banks and financial institutions.
Fixed Income Manager – SLR Interbank Desk
LKP Securities Ltd., Nariman Point, Mumbai
04.2021 - 12.2023
- Executed SLR Bond transactions in the interbank market.
- Monitored market trends and advised clients on fixed income opportunities.
- Ensured timely execution of trades and maintained long-term client relationships.
Fixed Income Manager – Co-operative Bank Desk
04.2018 - 03.2021
- Advised co-operative banks on investments in SLR Securities and Commercial Papers.
- Managed client portfolios and recommended suitable trading opportunities.
- Built and maintained relationships with institutional clients.
Mid Back Office Executive
04.2017 - 03.2018
- Managed complete documentation for Commercial Paper transactions.
- Coordinated with issuers, investors, and CSGLs for documentation and IPA processes.
- Ensured timely completion of documentation and payment settlements.
Accountant – Banking Section
Siddharth Colorchem Ltd., Nariman Point, Mumbai
11.2011 - 03.2017
- Managed end-to-end banking transactions.
- Handled banking documentation, reconciliations, and daily financial operations.
Accountant & Auditor
M/s Burzin R. Daruwalla & Co. Chartered Accountants / M/s Kaysan, Grant Road, Mumbai
04.2011 - 11.2011
- Managed accounting activities up to finalization of accounts.
- Conducted statutory and tax audits for various clients.
- Assisted in preparation of financial statements and audit documentation.
Education
NISM Series VII – SORM -
NSE
01-2024
FIMMDA-NSE Debt Market Module -
NSE
01-2021
B.Com - Computer & Taxation
University of Mumbai
01-2011
HSC - IT & Mathematics
Maharashtra State Board
01-2008
SSC -
Maharashtra State Board
01-2006
Skills
SAP
Microsoft Office
Tally ERP 9
Diploma in Accounts & Financial Management
Saral Income Tax, TDS & Pay Pack
C Programming
C
Timeline
Chief Dealer – Sales Desk (SLR/FII)
Nuvama Wealth Finance Ltd., BKC, Mumbai
03.2025 - Current
Fixed Income Manager – SLR Interbank Desk
ICAP IL India Pvt. Ltd., BKC, Mumbai
12.2023 - 02.2025
Fixed Income Manager – SLR Interbank Desk
LKP Securities Ltd., Nariman Point, Mumbai
04.2021 - 12.2023
Fixed Income Manager – Co-operative Bank Desk
04.2018 - 03.2021
Mid Back Office Executive
04.2017 - 03.2018
Accountant – Banking Section
Siddharth Colorchem Ltd., Nariman Point, Mumbai
11.2011 - 03.2017
Accountant & Auditor
M/s Burzin R. Daruwalla & Co. Chartered Accountants / M/s Kaysan, Grant Road, Mumbai
04.2011 - 11.2011
NISM Series VII – SORM -
NSE
FIMMDA-NSE Debt Market Module -
NSE
B.Com - Computer & Taxation
University of Mumbai
HSC - IT & Mathematics
Maharashtra State Board
SSC -
Maharashtra State Board