Prathamesh Jakkani
Summary
I am actively seeking a challenging position within a dynamic organization that not only values dedication and proven ability but also offers substantial growth opportunities. I am deeply committed to making long-term contributions that not only advance my own professional development but also contribute positively to the organization's overall success.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work history
Equity Dealer
SBI CAP Securities
2023.03 - 2025.02
Collaborating with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Monitoring financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
Comprehensive knowledge of Dealer Terminal operations.
Relationship Manager
Motilal Oswal
2021.08 - 2022.09
- Collaborating with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction
- Monitoring financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients
- Comprehensive knowledge of Dealer Terminal operations
- Managed clients' portfolios and provided comprehensive advice on trading and investment in equities, derivatives, and options
- Leveraged technical and fundamental analysis to drive substantial revenue
- Additionally, I managed the regional vertical and collaborated with the team to achieve and surpass revenue targets
Education
HSC -
Maharashtra State Board of Secondary & Higher Secondary Education
2017.06 - 2018.04
SSC -
Maharashtra State Board of Secondary & Higher Secondary Education
2015.06 - 2016.03
Bachelor of Management Studies - Marketing
Mumbai University
2018.06 - 2021.04
Skills
- Market Data Analysis
- Cost Management & Optimization
- Documentation and Reporting
- Analytical and Problem-Solving
- Technical & Fundamental Analysis
- Dealer Terminal Operations
- Capital Market & Corporate Actions
- Client Advisory
- Trading system familiarity
Certification
- NISM Equity and Derivatives Series 8 , National Institute of Securities Market
- NISM Securities Operations and Risk Management Series 7 , National Institute of Securities Market
- NISM Currency and Derivatives Series 1 , National Institute of Securities Market
Languages
English
Hindi
Telugu
Marathi
Timeline
Equity Dealer
SBI CAP Securities
2023.03 - 2025.02
Relationship Manager
Motilal Oswal
2021.08 - 2022.09
Bachelor of Management Studies - Marketing
Mumbai University
2018.06 - 2021.04
HSC -
Maharashtra State Board of Secondary & Higher Secondary Education
2017.06 - 2018.04
SSC -
Maharashtra State Board of Secondary & Higher Secondary Education
2015.06 - 2016.03