Summary
Overview
Work history
Education
Skills
Certification
Languages
Timeline
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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
03.2023 - 02.2025

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
08.2021 - 09.2022
  • 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
06.2017 - 04.2018

SSC -

Maharashtra State Board of Secondary & Higher Secondary Education
06.2015 - 03.2016

Bachelor of Management Studies - Marketing

Mumbai University
06.2018 - 04.2021

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
03.2023 - 02.2025

Relationship Manager

Motilal Oswal
08.2021 - 09.2022

Bachelor of Management Studies - Marketing

Mumbai University
06.2018 - 04.2021

HSC -

Maharashtra State Board of Secondary & Higher Secondary Education
06.2017 - 04.2018

SSC -

Maharashtra State Board of Secondary & Higher Secondary Education
06.2015 - 03.2016

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Prathamesh Jakkani