Manoj Wankar
Nagpur
Summary
Skilled Equity Dealer with deep understanding of securities trading and investment strategies. Background includes managing client portfolios, executing trades, analyzing market trends and providing financial advice to clients. Strengths lie in strong analytical skills, strategic decision-making abilities and comprehensive knowledge of equity markets. Notable for improving portfolio performance through meticulous trade execution and keen insight into market movements.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Equity Dealer Advisor
Kotak Securities limited
Nagpur
09.2022 - 10.2025
- Assisted clients with understanding their investment options and selecting suitable products.
- Maintained detailed records of all transactions conducted on behalf of clients.
- Ensured accuracy when entering orders into the system by double-checking details before submission.
Equity Dealer Advisor
Sbicap Securities limited
Nagpur
02.2018 - 08.2022
- Assisted clients with understanding their investment options and selecting suitable products.
- Monitored stock market trends and adjusted portfolio allocations accordingly.
- Educated investors on different types of securities available in order to help them make sound decisions.
Equity/Commodity Dealer Advisor
Sharekhan limited
Nagpur
11.2014 - 02.2018
- Managed portfolio diversification across multiple asset classes within each client's account.
- Executed trades on behalf of clients in a timely manner according to predetermined criteria.
Education
MBA - Finance
Orange City Institute
Nagpur 06-2011
BBA - Human Resources Management
Prerna College of Commerce
Nagpur 06-2008
12 Th - Commerce
Dhanwate National College
Nagpur 06-2005
10 Th -
Rajendra High School
Nagpur 06-2003
Skills
- Investment analysis
- Market research
- Portfolio management
- Transaction processing
- Client education
- Customer service
- Regulatory compliance
- Trend monitoring
- Effective communication
- Networking and relationship building
- Trade executions
Languages
Marathi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Certification
- National Institute of Securities Market (NISM) NISM-V-A Mutual Fund Distributors (77 %) Valid Till Sep 2026.
- National Institute of Securities Market (NISM) NISM Series – VIII Equity Derivatives(82.50%) Valid Till 2026.
- Insurance Regulatory & Development Authority ( IRDA ) Valid Till 2026
- Financial Analysis Dec 2025
Accomplishments
- Awarded for best dealer in Higest Market Share in Kotak Securities Ltd.
- Awarded 2 time in Sbicap securities for E-margin ka Sikandar.
Timeline
Equity Dealer Advisor
Kotak Securities limited
09.2022 - 10.2025
Equity Dealer Advisor
Sbicap Securities limited
02.2018 - 08.2022
Equity/Commodity Dealer Advisor
Sharekhan limited
11.2014 - 02.2018
MBA - Finance
Orange City Institute
BBA - Human Resources Management
Prerna College of Commerce
12 Th - Commerce
Dhanwate National College
10 Th -
Rajendra High School