Manthan Gokani
Mumbai
Summary
Having 7 years of total experience in Equity market,& in that total 6 years in Institution market. Have worked on software's like Bloomberg, Algorithm, Neat plus,bolt,Odin,NOW etc. also having quite knowledge about back office work it includes STP and making contracts of clients after trade.
Overview
10
10
years of professional experience
Work History
Senior Institutional Equity Dealer
B P Equity Dealer
Mumbai
08.2023 - Current
- Key Responsibilities: Taking care of executions of trades for Foreign Institutions, Domestic Institutions, Mutual funds, Banks, Insurance Companies etc.
- Execution of trades is done with different instruction & criteria on various exchanges like; T-wap trade, volume trade, limit trade etc.
- Handling client such as HDFC Mutual Fund, ADITYA Birla Mutual Fund, HDFC Life, SBI Treasury, Indian Bank, Bank Of Baroda, Canara Bank, IDBI Bank, Pnb Gilts, Union Bank Of India,
- Chatting with clients on bloom-berg, sending trade confirmation, showing flows Bid/ Offer if any, keeping watch on important events in economy such as Inflation, IIP numbers, GDP growth, RBI credit policy, Company earning etc. Alerting clients about events & news, sending research reports etc.
- Familiar with Bloomberg operating such as Bloomberg EMSX, Data analysis functions such as equities & derivatives.
- Handling client such as SBI LIFE, SBI Treasury, Indian Bank, Bank Of Baroda, Canara Bank, IDBI Bank, Pnb Gilts, Union Bank Of India,
- Develop and maintain a strong network of institutional investors, cultivating new business opportunities and expanding client base.
- Monitor markets and analyze market trends to provide valuable investment insights and recommendations to clients.
- Collaborate closely with research teams to gather intelligence and stay updated on market developments, supporting clients in making informed investment decisions.
Institutional Equity Dealer
Mangal Keshav Securities
10.2022 - 07.2023
- Taking care of executions of trades for Foreign Institutions, Domestic Institutions, Mutual funds, Banks, Insurance Companies etc
- Execution of trades is done with different instruction & criteria on various exchanges like; V-wap trade, over the day trade, volume trade, limit trade etc
- Chatting with clients on bloom-berg, sending trade confirmation, showing flows Bid/ Offer if any, keeping watch on important events in economy such as Inflation, IIP numbers, GDP growth, RBI credit policy, Company earning etc
- Alerting clients about events & news, sending research reports etc
- Familiar with Bloomberg operating such as Bloomberg EMSX, Data analysis functions such as equities & derivatives
- Handling client such as HDFC Mutual Fund, ADITYA Birla Mutual Fund, HDFC Life, SBI Treasury, Indian Bank, Bank Of Baroda, Canara Bank, IDBI Bank, Pnb Gilts, Union Bank Of India
Institutional Equity & Derivatives Dealer/Sales Trader
BP Equities Pvt Ltd
02.2019 - 09.2022
- Taking care of executions of trades for Foreign Institutions, Domestic Institutions, Mutual funds, Banks, Insurance Companies etc
- Execution of trades is done with different instruction & criteria on various exchanges like; V-wap trade, over the day trade, volume trade, limit trade etc
- Chatting with clients on bloom-berg, sending trade confirmation, showing flows Bid/ Offer if any, keeping watch on important events in economy such as Inflation, IIP numbers, GDP growth, RBI credit policy, Company earning etc
- Alerting clients about events & news, sending research reports etc
- Familiar with Bloomberg operating such as Bloomberg EMSX, Data analysis functions such as equities & derivatives.
Institutional Equity & Derivatives Dealer/Sales Trader
JHP Securities Pvt Ltd
Mumbai
09.2015 - 10.2018
- Updating clients about market movements and trade position
- Taking care of executions of trades for Foreign Institutions, Domestic Institutions, Mutual funds, Banks, Insurance Companies etc
- Execution of trades is done with different instruction & criteria on various exchanges like; V-wap trade, over the day trade, volume trade, limit trade etc
- Handling back office operations & Brokerage reconciliation
- Generating contract notes and handling STP (Secure Transaction Process)
- Client servicing and handling client accounts
- Taking care of documentation empanelment work
- Chatting with clients on bloom-berg, sending trade confirmation, showing flows Bid/ Offer if any, keeping watch on important events in economy such as Inflation, IIP numbers, GDP growth, RBI credit policy, Company earning etc
- Alerting clients about events & news, sending research reports etc
- Familiar with Bloomberg operating such as Bloomberg EMSX, Data analysis functions such as equities & derivatives
- Handling client such as INDIABULLS MF, EDELWEISS MF, BOI AXA MF, UNION MF, AXIS BANK, ECGC, IDBI MF, LIC PENSION FUND, PNB BANK.
Equity dealer cash and F&O
Consortium securities
Mumbai
07.2014 - 08.2015
- Worked as an Equity dealer cash and F&O for HNI desk
- Handling back office operations
- Client servicing and handling client accounts.
Education
B.COM -
01.2012
H.S.C. -
01.2008
S.S.C. -
01.2006
Skills
- Stock Trading
- Technical Analysis
- Networking and relationship building
- Bloomberg Terminal Experience
- Trade executions
- Cash equities
- Markets research
- Bloomberg Professional
Personal Information
- Date of Birth: 06/27/90
- Marital Status: Married
Languages
- English
- Hindi
- Gujarati
Hobbies and Interests
- Reading
- Music
- Travelling
- Information on Economic & Political current affairs
- Watching news
- Meeting new people
Timeline
Senior Institutional Equity Dealer
B P Equity Dealer
08.2023 - Current
Institutional Equity Dealer
Mangal Keshav Securities
10.2022 - 07.2023
Institutional Equity & Derivatives Dealer/Sales Trader
BP Equities Pvt Ltd
02.2019 - 09.2022
Institutional Equity & Derivatives Dealer/Sales Trader
JHP Securities Pvt Ltd
09.2015 - 10.2018
Equity dealer cash and F&O
Consortium securities
07.2014 - 08.2015
B.COM -
H.S.C. -
S.S.C. -
Similar Profiles
Manish JettiManish Jetti
Aditya Birla Capital at Equity Senior DealerAditya Birla Capital at Equity Senior Dealer
Jitendra Kumar DasJitendra Kumar Das
Service Head at Trupti Group (Tata Motors Dealer for ILCV Vehicles & Sai Sudha Motors –M & HCV Dealer of TML)Service Head at Trupti Group (Tata Motors Dealer for ILCV Vehicles & Sai Sudha Motors –M & HCV Dealer of TML)
Anna-Maria PoloAnna-Maria Polo
Personal assistant to Director at Dealer To. DealerPersonal assistant to Director at Dealer To. Dealer
Suraj SethSuraj Seth
Assistant Manager – Direct Tax at CBV & Associates LLPAssistant Manager – Direct Tax at CBV & Associates LLP
Aditya ApteAditya Apte
Product Manager at ProgIST Solutions LtdProduct Manager at ProgIST Solutions Ltd