Ricky Patel
Surat
Summary
Persuasive Trader with 4+ years of experience. Adept at making fast decisions and working under pressure. Successful at raising profits and maintaining financial stability. Knowledgeable Trader with extensive understanding of Algo trading and success at mathematical accuracy and persuasion. Hardworking and reliable Trader with strong ability in Equities and Derivatives.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Derivatives Trader
AxeAlpha
Surat
03.2022 - Current
- Tracked daily P&L figures for all open positions in order to ensure profitability targets were met.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Prepared regular reports detailing performance metrics, profits and losses, exposures.
- Analyzed market data to assess price movements, trends and volatility.
- Maintained up-to-date knowledge of regulations governing the trading of derivatives products.
- Managed margin accounts by monitoring collateral requirements and adjusting positions accordingly.
- Conducted research and analysis of derivative markets to identify opportunities for profit.
- Bought or sold stocks, bonds and commodity futures on behalf of investment dealers.
- Provided advice and guidance on hedging strategies for clients using derivatives instruments.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Monitored and managed risk across a portfolio of derivatives positions.
- Forecasted generation costs, market prices and demand to make accurate trading decisions.
- Adapted quickly to changing market conditions in order to take advantage of new opportunities.
- Assessed potential impact of news announcements on the value of derivatives contracts.
Trader, Relationships Manager, Fund Manager
Finideas Wealth Management
Surat
07.2019 - 02.2022
- Managed ₹ 1.5Cr+ -client portfolio of high net worth individuals, building rapport and relationships through consistent quality interactions.
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs
- Achieved client loyalty through quality, productivity, service and proactive management.
- Deliver presentations to key decisions makers and offered financial recommendations
- Research banking guidelines and statutory requirements to stay updated on new laws and applications
- Prospected and partnered with interested parties to develop investment plans and served add financial management advisor
- Reported on monthly trading activity and volumes for management teams.
Stock Trader
Institute of Career in Financial Market
Delhi
11.2018 - 02.2019
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Executed complex options orders.
- Tracked and analyzed trade policies, weather conditions, political developments and changes to supply and demand.
- Developed and oversaw hedging services from conception through execution.
- Bought or sold stocks, bonds and futures on behalf of investment dealers.
- Introduced and managed complex trading strategies.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
- Reported on monthly trading activity and volumes for management teams.
Education
Course - Certified Pro Trader
Institute of Career in Financial Market
Delhi01.2019
Bachelor of Science - Mechanical Engineering
Jagnnath University
Jaipur06.2017
Diploma - Business Management
NIMES
Surat07.2013
H.S.C -
Seth D.R. Umrigar School
Surat12.2012
Skills
- Market Trends Analysis
- Cost Calculations
- Trading Strategization
- Price Analysis
- Customer Service
- Critical Thinking
- Market Trend Analysis
- Risk Assessment
- Microsoft Office
- Decision-Making
- Stock Trading
- Securities Trading
- Investor Relations
- Account Management
- Financial Planning
- Strategic Planning
- Market Analysis
- Computer Skills
- International Markets
- Market Research
- Financial Analysis
- Market Trends
- Derivatives Trading
Certification
- Certified Pro Trader, Institute of Career in Financial Market - 2018
- NISM Series –VIII: Equity Derivatives Certification
Languages
Gujarati
First Language
Hindi
Proficient (C2)
C2
English
Intermediate (B1)
B1
Timeline
Derivatives Trader
AxeAlpha
03.2022 - Current
Trader, Relationships Manager, Fund Manager
Finideas Wealth Management
07.2019 - 02.2022
Stock Trader
Institute of Career in Financial Market
11.2018 - 02.2019
Course - Certified Pro Trader
Institute of Career in Financial Market
Bachelor of Science - Mechanical Engineering
Jagnnath University
Diploma - Business Management
NIMES
H.S.C -
Seth D.R. Umrigar School
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