Namrata Patankar
Manager - Fixed Income (Debt Market)
Mumbai
Summary
Results-driven Fixed Income professional with over 7+ years of experience in Business Development, Relationship Management, and Fixed Income Trading. Expertise in dealing and executing fixed-income transactions in primary and secondary markets, catering to diverse clients including Exempted Provident Funds, Treasuries, Financial Institutions, Cooperative Banks, Corporations, and Charitable Trusts. Skilled in market analysis, investment advisory, and structured deal execution, ensuring optimized client portfolios and seamless transaction settlements.
Work History
Manager - Fixed Income (Debt Market)
Tipsons Financial Service Pvt Ltd
06.2017 - 04.2024
- Business Development and Managed relationships with Exempted Provident Funds, Treasuries, Financial Institutions, Cooperative Banks, Corporations, Charitable Trusts, and Individual Clients, aligning investment strategies with portfolio requirements
- Acquired and onboarded multiple new clients, significantly expanding the firm's institutional client base and revenue streams
- Advised clients on investments in Government Securities (G-Secs), State Development Loans (SDLs), T-bills, and Corporate Bonds (PSU & Private Bonds) based on market trends and risk appetite
- Executed and managed fixed-income transactions in Primary and Secondary Markets, providing customized real-time quotes to clients in live markets
- Led calls with the Sourcing Team (HO) and book stock sheets for G-Secs, SDLs, and Corporate Bonds, ensuring smooth execution as per client buy/sell requirements
- Provided timely and accurate investment insights on market conditions, including G-Sec benchmark movements (RBI NDS-OM), ISINs, security ratings, maturity profiles (long & short), and interest rates (XIRR for Bonds, YTM for SDLs)
- Managed trade settlements as per market timelines: T+0 for Bonds, T+1 for SDLs, and T+2 for other transactions via RBI NDS-OM (SDLs), NSCCL, and ICCL platforms
- Ensured seamless post-trade processing, coordinating with the Sourcing Team and Back Office for deal confirmations, KYC compliance, and settlement before market closure and banking hours
- Maintained compliance with RBI, SEBI, and exchange regulations, ensuring accuracy in execution and documentation
- Successfully executed fixed-income transactions worth ₹60 crore across various instruments
- Managed AUM of ₹100 crore, ensuring optimal asset allocation and risk management
- Acquired multiple new institutional clients, leading to a significant increase in revenue contributions for the company
- Strengthened the firm's market position by expanding its fixed-income client portfolio and transaction volumes
- Prepared and analyzed MIS reports, cash flow statements, and deal closure reports, providing actionable insights for decision-making and performance tracking
Executive - Fixed Income
Brics Securities Ltd
08.2016 - 05.2017
- Managed fixed-income transactions involving Government Securities (G-Secs), State Development Loans (SDLs), and Treasury Bills (T-Bills) for Cooperative Banks in Maharashtra and Gujarat
- Executed and dealt in secondary market transactions, providing customized real-time quotes to clients and ensuring efficient trade execution
- Collaborated with the Sourcing Team (HO) and book stock sheets for G-Secs and SDLs, aligning with client buy/sell requirements
- Provided investment insights on market conditions, analysing G-Sec benchmarks, ISINs, maturity structures (long & short), and YTM for SDLs
- Ensured seamless trade settlements as per standard timelines: T+0 for Bonds, T+1 for SDLs, and T+2 for other transactions
- Coordinated post-trade operations, liaising with clients, sourcing teams, and back-office teams to ensure timely deal confirmations and KYC compliance
- Prepared MIS reports, cash flow statements, and deal closure reports, assisting in financial tracking and decision-making
Education
MBA - Finance
Bachelor of Commerce - Bcom
Skills
Team leadership
Timeline
Manager - Fixed Income (Debt Market) - Tipsons Financial Service Pvt Ltd
06.2017 - 04.2024
Executive - Fixed Income - Brics Securities Ltd
08.2016 - 05.2017
Vaze, Kelkar College - Bachelor of Commerce, Bcom
Welingkar Institute of Management - MBA, Finance
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