Shreekant Bhandari
Sr. Portfolio Manager
Mumbai
Summary
Highly experienced Stock market process trainer known for exemplary team-building and project oversight skills. Gifted at working with all types of personalities. Performance history of developing strong collaborative relationships and delivering impressive results. Successful into Trading industry from 6 years of comprehensive experience managing negotiation and execution of investment trades on multiple exchanges, including commodities, stocks and fixed income. In-depth knowledge of trading strategies and systems, commodity risks and algorithms. People-oriented and versatile professional committed to implementing strategies to guarantee day-to-day and long-term objectives are met.
Overview
12
12
years of professional experience
Work History
Sr Resreach Manager
Equity Master Agora Pvt Ltd
Mumbai
10.2022 - Current
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Recommended investment strategies to meet client financial objectives.
- Coordinated with financial advisors to develop long-term investment strategies.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Provided investors with detailed ratings based on overall earnings performance.
- Analyzed information to determine viability and rebalance portfolio.
- Generated ideas within various sectors.
Senior Portfolio Manager
AIMSFX
Mumbai
11.2020 - 06.2022
- Communicated market developments, portfolio changes, and annual performance information to clients.
- Provided strategy advice to high-net-worth clients.
- Developed strategic plans for day-to-day financial operations.
- Developed rebalancing strategies to minimize risk exposures.
- Facilitated portfolio performance review and implemented new strategies.
- Recommended investment strategies to meet client financial objectives.
- Developed both a business plan and trading plan to guide strategies throughout the year
- Identified and initiated short and long-term equity trades for managed accounts.
- Represented buyers and sellers of developed and undeveloped properties.
- Analyze stock charts, fundamentals, and overall market trends.
- Utilized risk analysis and money management techniques for day trading, swing trading, and longer-term equity position
- Maintained constant research to determine leading sectors in the current market.
- Reviewed historical records, current operational data, and forecasting information to identify and capitalize on system enhancement opportunities.
Senior Portfolio Manager
ePacific
Federal Territory Of Kuala Lumpur
07.2016 - 09.2020
- Analyze stock charts, fundamentals, and overall market trends.
- Utilized risk analysis and money management techniques for day trading, swing trading, and longer-term equity position
- Maintained constant research to determine leading sectors' current market.
- Actively listen to customers' requests, confirming full understanding before addressing concerns.
- Executed trades based on current order flow and trading programs to gauge trading continuation.
- Recommended investment strategies to meet client financial objectives.
- Facilitated portfolio performance review and implemented new strategies.
- Developed rebalancing strategies to minimize risk exposures.
- Communicated market developments, portfolio changes, and annual performance information to clients.
- Provided strategy advice to high-net-worth clients.
- Developed and presented proposals for new investments.
- Reviewed historical records, current operational data, and forecasting information to identify and capitalize on system enhancement opportunities.
- Provided strategy advice to high net worth clients.
Sales Representative
Asterix callserve solutions Pvt.Ltd.
Mumbai
07.2012 - 01.2016
- Increased sales by offering advice on purchases and promoting additional products.
- Increased sales by 10% offering consultation on products and services and applying customer service and upselling techniques.
- Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
- Enhanced marketing and sales strategies to increase profitability and develop the organizational pipeline
Education
High School Diploma -
St. Dominic Savio
MumbaiBachelor Of Management Studies - Business Management Studies
Mumbai University
Mumbai Powai 03.2021 - 04.2017
Skills
Safety processes and proceduresundefined
Accomplishments
- From the company, I was given the opportunity to travel to Malaysia and handle the Malaysian desk for a year.
- visted Cyprus for Equity training
Languages
Telugu, Marathi
Native language
English
Proficient
C2
Hindi
Proficient
C2
Telugu
Proficient
C2
Marathi
Proficient
C2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sr Resreach Manager
Equity Master Agora Pvt Ltd
10.2022 - Current
Bachelor Of Management Studies - Business Management Studies
Mumbai University
03.2021 - 04.2017
Senior Portfolio Manager
AIMSFX
11.2020 - 06.2022
Senior Portfolio Manager
ePacific
07.2016 - 09.2020
Sales Representative
Asterix callserve solutions Pvt.Ltd.
07.2012 - 01.2016
High School Diploma -
St. Dominic Savio
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