Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Languages
Timeline
Generic
PULKIT BHARAT BHATT

PULKIT BHARAT BHATT

Mumbai

Summary

15 years of experience in financial services, PGD in Finance Management, BA Economics,.

Dynamic and performance-driven business professional with high integrity, strong work ethic and great leadership skills. Meticulous and resourceful Business Manager with proven success leading productive teams, controlling budgets, networking to drive growth initiatives and marketing to maximize brand outreach.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Business Manager

Metropolitan Stock Exchange of India
Mumbai
12.2021 - Current
  • Introducing and creating market for Exchange products: New Memberships and participation in currency derivatives, Equity, Equity derivatives etc
  • Building strong connections with stock broking firms, financial institutions, Corporate, trade bodies, associations by developing mutually beneficial relationships
  • Ensuring the highest level of service to the members including registration, enabling day today trading operations, compliance.

Assistant Manager

Axis Securities Ltd
Mumbai
09.2021 - 12.2021
  • Built essential blocks of business which includes Wealth Management of HNI and Corporate clients, and Retail Channel with proper research calls, and hedging strategies for their foreign exchange exposure
  • Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
  • Assisted in the development of operational strategies to ensure efficient and productive operations.

Deputy Manager

HDFC securities
Mumbai
03.2020 - 09.2021
  • Portfolio handling of Corporate, Super HNI, HNI's clientele, collaborated with business partners and leveraged strong negotiation skills to close tough deals with lucrative clients
  • Resourceful in monitoring delivery of high quality customer experience and elevating customer satisfaction while adhering to standards and compliance
  • Activate dormant accounts and achieving margin/brokerage revenue targets on monthly basis.

Manager Operations

Zicom SaaS Pvt Ltd
Mumbai
03.2019 - 03.2020
  • Proactively identify risks and obstacles on projects management operations
  • Develop standards, processes and frameworks that has helped in increase revenue generation and revenue gaps
  • Assisting operations team on the development of risk management and issue management plans.

Assistant Manager

Metal King Ventures Pvt Ltd
Mumbai
04.2018 - 03.2019
  • Generate revenue in Equity, Currency and Commodity segment through business relationship with Corporate and HNI clientele
  • Implemented process advancements to increase productivity.

Assistant Manager

IIFL Securities
Mumbai
08.2011 - 04.2018
  • Business Development of the PAN India Franchisees channel, portfolio handling of HNI and Corporate clients, and serving Retail set of clients with Research calls, discussing pertinent economic data and suggest optimum hedging strategies to hedge their foreign exchange exposure
  • Conduct regular Seminars, Conference calls and training programs at different cities for new franchisees, prospect and existing clients and employees to get them well versed with the products, process and the updated systems.

Commodity Advisor

Religare Broking
Mumbai
07.2010 - 08.2011
  • Advising existing clientele for investments in Commodities Market and generating revenue and volume on quarterly basis.
  • Developed policies and procedures related to the acquisition of commodities from external sources.

Equity Dealer

HDFC Securities Ltd
Mumbai
02.2009 - 04.2010
  • Handling outbound and inbound tele calls of existing clientele
  • Client servicing to book orders for Equities and Derivatives Market.

Education

Post Graduate Diploma in Finance Management -

Welingkar Distance Learning Programs
Mumbai
01.2014

BA Economics -

Ramnarain Ruia College
01.2007

Skills

  • Communication Skills
  • Negotiation Skills
  • Time Management
  • Research Skills
  • Detail Oriented
  • Data Analysis
  • Project Management
  • Loss Prevention
  • Client Relationship Management
  • Business Planning
  • Business Development
  • Business generation

Accomplishments

  • METROPOLITAN STOCK EXCHANGE -
  • Achieved highest traded volume in Currency Derivatives segment on Daily, Monthly, Quarterly in the FY 22-23 & FY 23-24 Metropolitan Stock Exchange)
  • Attained highest traded volume for currency segment in FY 23-24 in last 8 years.
  • Due to this achievement market share of the exchange in terms of Volume and Open Interest had increased to 0.80% to 7-8%.
  • Highest revenue generated from Institution trading members in the FY 22-23 & FY 23-24& FY 23-24
  • HDFC Securities Ltd -
  • Generated incremental brokerage revenue from Equity and Currency derivatives segment on monthly basis.
  • Increased E Margin book size from 20 lakh to 2 Cr in 6 months.
  • Closed quarterly insurance premium target of 5 lakhs in JFM 2021
  • Closed Small-case investment deal of 3 Cr and achieved the yearly target assigned for Small-case product.
  • Achieved the Mutual Fund target of 3 cr in lumsum mode
  • ZICOM SaaS Pvt Ltd
  • Develop standards, processes and frameworks that has helped in increase revenue generation and revenue gaps during my role in ZICOM SaaS Pvt Ltd
  • Completed and billed 50 Gold Loan branch sites in 1 month for the prominent non bank institution client.
  • Picked - off additional 300 more sites from the other Bank and non bank clients due to this achievement.
  • IIFL Securities Ltd -
  • Generating highest revenue in the currency derivatives segment from FY 1112 to FY 1617 from the Centralized Dealing Desk in IIFL Securities Ltd.
  • Conducted regular seminars in coordination with product and corporate communication team, Conference calls and training programs at different cities for new and existing branches, new and existing franchisees, prospect and existing clients and employees to get them well versed with the products, process and the updated systems.
  • Product Awareness initiative in the currency derivatives segment for the Relationship Mangers and Sales Managers at PAN India level.
  • Liaising with the Research Analyst team to ensure conventional research calls are provided to suitable clientele which will result in the maximum participation of Retail, HNI's, Corporate and Institutional client base

Certification

  • NISM Equity Derivatives Certification Examination
  • NISM Currency Derivatives Certification Examination

Affiliations

RamnarainRuiaReligareZicom

  • Participated in the 5 km walkathon organized by MCX in 2021.
  • Participated in Mumbai Marathon in 2013, 2014 and 2015 in 8km category from IIFL Securities Ltd.
  • Participated in the Blood Donation Camp organized by IIFL Securities Ltd.

Languages

Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Marathi
Upper Intermediate (B2)
B2

Timeline

Business Manager

Metropolitan Stock Exchange of India
12.2021 - Current

Assistant Manager

Axis Securities Ltd
09.2021 - 12.2021

Deputy Manager

HDFC securities
03.2020 - 09.2021

Manager Operations

Zicom SaaS Pvt Ltd
03.2019 - 03.2020

Assistant Manager

Metal King Ventures Pvt Ltd
04.2018 - 03.2019

Assistant Manager

IIFL Securities
08.2011 - 04.2018

Commodity Advisor

Religare Broking
07.2010 - 08.2011

Equity Dealer

HDFC Securities Ltd
02.2009 - 04.2010

Post Graduate Diploma in Finance Management -

Welingkar Distance Learning Programs

BA Economics -

Ramnarain Ruia College
PULKIT BHARAT BHATT