Prajesh Shah
Kandivali (West)
Summary
Dynamic professional with over 22 years of experience in equity markets, specializing in efficient and timely execution of diverse client trades. Currently serving as Associate Vice President at Bajaj Broking Priv'e, managing trades for High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI) and Sami Institutional Custodial clients like PMS, AIF. Committed to pursuing a challenging, growth-oriented career within an organization that fosters continuous learning and professional development. Eager to leverage expertise to contribute to a forward-thinking team while enhancing knowledge and exposure in the financial sector.
Overview
22
22
years of professional experience
2
2
Certifications
Work History
Associate Vice President – Priv’e
Bajaj Broking
03.2025 - Current
- Managing and Client activation High volume, Sami Institutional & Ultra HNI Equity trades Efficiently and Interacting with clients.
- Managing custodial clients like PMS, AIF & NRI clients Traders and Corporate Family Accounts.
- Setup of Dealing Team.
Senior Sales Trader – PCG
Neo Wealth Management
05.2024 - 02.2025
- Managing High volume, Sami Institutional & Ultra HNI Equity trades Efficiently and Interacting with clients.
- Managing custodial clients like PMS, AIF & NRI clients Traders and Corporate Family Accounts.
- Setup of Dealing Team.
Dealer – HNI
Nuvama Wealth Management Ltd
03.2021 - 05.2024
- Managing High volume, Sami Institutional & Ultra HNI Equity trades Efficiently and Interacting with clients.
- Managing custodial clients like PMS, AIF & NRI client trades and Corporate Family Accounts.
- Efficient & timely execution of all trades in Cash & F&O Segment. Traded all types of Algo’s, Block Deals, Bulk Deals.
Sales Trader – HNI
Prabhudas Lilladher P.Ltd
06.2016 - 03.2021
- Client activation for High volume, Ultra HNI Equity trades.
- Providing advisory services to clients on strategies for investment and ideas on trading.
Sales Trader – HNI
Edelweiss Broking Limited
06.2014 - 06.2016
- Responsible for the overall working of the dealing department and Client activation.
- Managing High volume, Sami Institutional & Ultra HNI Equity trades Efficiently and Interacting with clients.
- Managing custodial clients like PMS, AIF & NRI client trades and Corporate Family Accounts.
- Efficient & timely execution of all trades in Cash & F&O Segment. Traded all types of Algo’s, Block Deals, Bulk Deals.
Dealer–Institutional Equities
Ambit Capital Pvt .Ltd
04.2013 - 05.2014
- Worked as a Institutional Dealer for FII’s Clients as well as Domestic Clients. Handling Bloomberg Terminal for Client’s Orders.
- Serviced clients of different classes like FII’s, DII’s, Hedge funds, Investment Bank’s Prop Books and Mutual Funds.
- Efficient & timely execution of all trades in Cash Segment by all types of Algo’s Orders such as Vwap Trades, Vols Trades, LS Orders, CD Orders, Basket Orders, Volume participation Orders, Block Deals, Bulk Deals, Pair Strategies, Also Traded in Bloomberg FIX Trades.
Sr. Relationship Manager
Ambit Capital Pvt .Ltd
02.2010 - 03.2013
- Managing High volume, Sami Institutional & Ultra HNI Equity trades Efficiently and Interacting with clients.
- Managing custodial clients like PMS, AIF & NRI client trades and Corporate Family Accounts.
- Providing advisory services to clients on strategies for investment and trading information on market dynamics and trends to clients.
Sr. Dealer
Saikripa Securities Limited
08.2003 - 02.2010
- Dealing for Retail clients on the BSE BOLT, NEAT CASH and NEAT F&O, ODIN.
- Looking after the Risk Management and Setting of Limits for the branches, franchises and business associates with due monitoring of risk management.
Education
B com. -
MUMBAI UNIVERSITY
01.2003
Certification
NISM Series – 8 Certification.
Timeline
Associate Vice President – Priv’e
Bajaj Broking
03.2025 - Current
Senior Sales Trader – PCG
Neo Wealth Management
05.2024 - 02.2025
Dealer – HNI
Nuvama Wealth Management Ltd
03.2021 - 05.2024
Sales Trader – HNI
Prabhudas Lilladher P.Ltd
06.2016 - 03.2021
Sales Trader – HNI
Edelweiss Broking Limited
06.2014 - 06.2016
Dealer–Institutional Equities
Ambit Capital Pvt .Ltd
04.2013 - 05.2014
Sr. Relationship Manager
Ambit Capital Pvt .Ltd
02.2010 - 03.2013
Sr. Dealer
Saikripa Securities Limited
08.2003 - 02.2010
B com. -
MUMBAI UNIVERSITY
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