Summary
Overview
Work History
Education
Skills
Timeline
Generic

Manthan Gokani

Mumbai, Maharashtra, India

Summary

Dynamic finance professional with extensive experience at HDFC Securities, excelling in executing complex trades for institutional clients. Proven expertise in mutual funds and customer service, leveraging strong analytical skills to provide valuable market insights. Adept at building relationships and enhancing client satisfaction through timely communication and strategic recommendations.

Overview

2025
2025
years of professional experience

Work History

Manager

HDFC Securities
  • Key Responsibility : Directional trades manually and on Algo platform Equity Cash Segment for DIIs.
  • Well versed with Smart Execution Algos Like CD, DS, LS, POV, Price Spread & Incognito as per client Cash Directional Orders.
  • Additional Responsibility: Confirming Client With executed trades, sending files and finals.

Senior Institutional Equity Dealer

Bp Equities Pvt Ltd
08.2023 - 07.2024
  • 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 Sales

Mangal Keshav Financial Services LLP
10.2022 - 07.2023
  • 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.
  • 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 Treasury, Indian Bank, Bank Of Baroda, Canara Bank, IDBI Bank, Pnb Gilts, Union Bank Of India,

Institutional Equity Sales & Dealer

BP Wealth Pvt Ltd
02.2019 - 09.2022
  •  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,

institutional dealer

JHP Securities
09.2015 - 11.2018

  • Operating terminals of Domestic Stock Exchanges and ODIN
  • Updating clients about market movements and there trade position.
  • Executing all types of trades for institution clients (Banks ,Insurance and
  • MFs)
  • Regular and timely maintenance of MIS
  • Handling back office operations
  • Generating contract notes and to do STP(Secure Transaction Process)
  • Doing correspondence work
  • Client servicing and handling client accounts.
  • Preparing empanelment letters (fresh and review)
  • To prepare daily morning reports and research reports
  • Brokerage reconciliation

HNI Dealer

Consortium securities
07.2014 - 09.2015

Worked as an Equity dealer cash and F&O for HNI desk

. • Handling back office operations

 • Client servicing and handling client accounts

Education

M d bhatiam d bhatia high school s s c

Skills

  • Mutual Funds
  • Finance
  • Customer Service

Timeline

Senior Institutional Equity Dealer

Bp Equities Pvt Ltd
08.2023 - 07.2024

Institutional Equity Sales

Mangal Keshav Financial Services LLP
10.2022 - 07.2023

Institutional Equity Sales & Dealer

BP Wealth Pvt Ltd
02.2019 - 09.2022

institutional dealer

JHP Securities
09.2015 - 11.2018

HNI Dealer

Consortium securities
07.2014 - 09.2015

Manager

HDFC Securities

M d bhatiam d bhatia high school s s c
Manthan Gokani