Overview
Work History
Education
Extracurricularengagements
Software
Languages
Timeline
Generic

Shreyesh Somani

Overview

2
2
years of post-secondary education

Work History

Assistant Manager – PCG – NRI

ICICI SECURITIES LTD
  • Actively revenue generation from all products such as Equities, Futures & Options, Mutual Funds, etc
  • Giving Research reports to clients and actively trading based on research
  • Various Research reports include technical reports, Fundamental View, Reports based on Quarterly results of Company, Monthly Automobiles data, etc
  • Managing over 300 clients with over Rupees 2500 million Equity Portfolio and over Rupees 1200 million Mutual Funds Portfolio
  • Handling and Resolving client’s queries and escalations if arises
  • Maintaining strong Interpersonal skills and Communication skills with clients as and when required
  • Achieving Revenue Target of Company by Cross Selling of Products like Mutual funds.

Equity Dealer

Reliance Securities Ltd
  • Actively revenue generation from all products such as Equities, Futures & Options, Currencies, Commodities, SecuritiesLending & Borrowing (SLBM), etc
  • Giving Research reports to clients and actively trading based on research
  • Various Research reports include technicalreports, Fundamental View, Reports based on Quarterly results of Company, Currency Research, etc
  • Managing more than 800 clients and giving in depth trade reports to the clients by End of Day, trade confirmation andBack office related work like providing Ledger, Profit & Loss report, etc
  • Give advice to Clients of various Options Strategies depending on market scenarios that can be profitable to clients
  • Adhering to Risk Management policies of Company such as limits available to clients, giving timelyintimation to clientsregarding their T7 debits and capital required for options strategies andFutures
  • Advising clients to avail MTF (Margin Trading Facility) for extra exposure and risk associated with it
  • Taking cognizant of all compliances updated every time from Securities Exchange Board Of India(SEBI).

Equity Dealer

Bonanza Portfolio Ltd
  • Portfolio Management: Manage client portfolio of investments in Equity & Derivatives Market, Currency and Commodities Market
  • Use existing client profile, advise clients related to other financial products such as Mutual funds,Debt Market, Insurance thereby assisting clients with their financial planning
  • Client Acquisition: Increase investment size from existing clients and acquire new clients
  • Add new vertical to existingclients by giving them information of new products like Stock SIP and avenues from time to time
  • Market Research: Identify investment opportunities based on analyzing sectoral trends, brokerage reports, company financials and its business outlook coupled with technical chart analysis for trading opportunities
  • Advisory: Advise and Trade on behalf of clients and provide instant services to clients; managing more than 500 clients and giving in depth trade reports to the clients by End of Day
  • Risk Management: Adhering to Risk Management policies of Company such as limits available to clients, giving timely intimation to clients regarding their T7 debits and capital required for options strategies and Futures
  • Advising clients to avail MTF (Margin Trading Facility) for extra exposure and risk associated with it.

Equity Dealer

Prabhudas Lilladher Pvt Ltd
  • Managing client portfolio worth Rs 100 Mn and advise them on holding positions from time to time
  • Helping clients in all their financial needs by catering to various products of Prabhudas Lilladher thereby doing financial planning of clients
  • Handling client MIS by monitoring day to day operations and Back Office
  • Maintaining strong Interpersonal skills and Communication skills with clients as and when required
  • Achieving Revenue Target of Company by Cross Selling of Products like Insurance, Mutual funds, & others.

Manager – PCG

ANAND RATHI STOCKS AND SHARES LTD
- Current
  • Actively revenue generation from all products such as Equities, Futures & Options, PMS, AIF etc
  • Giving Research reports to clients and actively trading based on research
  • Managing over Rupees 500 million Equity Portfolio and covering all Options Strategies including Covered Call, Short Strangles In Index options on weekly basis
  • Handling and Resolving client’s queries and escalations if arises
  • Maintaining strong Interpersonal skills and Communication skills with clients as and when required
  • Achieving Revenue Target of Company by Cross Selling of Products like AIF, PMS, etc.

Education

Master of Management Studies Finance -

Mumbai Institute of Management and Research, Mumbai University
08.2007 - 05.2009

CFA - Finance

US CFA
Mumbai, India

Certification course - NISM, Series - VIII - Equity Derivatives, Series I - Currency Derivatives, Series V A - Distribution of Mutual Funds - undefined

US CFA Level - I - undefined

US CFA Level - II - undefined

US CFA Level - III - undefined

Extracurricularengagements

  • Lions Club - Active member participating and organizing social activities for the under privileged
  • Sports - Avid swimmer & carom player and a staunch follower of cricket

Software

MS Excel

Languages

English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)

Timeline

Master of Management Studies Finance -

Mumbai Institute of Management and Research, Mumbai University
08.2007 - 05.2009

Assistant Manager – PCG – NRI

ICICI SECURITIES LTD

Equity Dealer

Reliance Securities Ltd

Equity Dealer

Bonanza Portfolio Ltd

Equity Dealer

Prabhudas Lilladher Pvt Ltd

Manager – PCG

ANAND RATHI STOCKS AND SHARES LTD
- Current

CFA - Finance

US CFA

Certification course - NISM, Series - VIII - Equity Derivatives, Series I - Currency Derivatives, Series V A - Distribution of Mutual Funds - undefined

US CFA Level - I - undefined

US CFA Level - II - undefined

US CFA Level - III - undefined

Similar Profiles

CREATE PROFILE
Shreyesh Somani