Sunil Bhanudas Sadavarte
Equity Dealer
MUMBAI
Summary
Seeking Challenging job in organisation where I can use my knowledge, skills & experience, for the success of the organization & learn new things to enhance my skills for personal growth objectives. Adoptability Can Handle extreme pressure Self-Motivated Goal oriented attitude
Overview
6
6
years of professional experience
6
6
Certifications
Work History
Equity Dealer
AMBIT CAPITAL PVT.LTD
Mumbai
03.2023 - Current
- Equity Dealer
- Working as an Institutional Dealer
- Executing trades of PMS,AIF,Insurance Companies
- Execute trades with extreme accuracy and timeless in Equity and Future & Options Segments with using platform Omnysis
- Well versed with ALGOs like Vwap orders, Volume participation, Basket orders, F&O
- Well versed in MS Word & MS Excel
- Trade confirmations to client, custodian and the exchange
- Back office knowledge like contract generation, pay in/ pay out
- Prepare and upload beginning-of-day orders' batch files, monitor trade executions, refresh end- of-day orders' batch files.
- Analyzed industry and company trends to develop customized strategies.
- Managed portfolios according to established risk strategies.
- Maintained strong network of contacts in financial industry.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Negotiated and executed complex financial transactions with international clients.
- Collaborated with analysts and coverage traders to distribute relevant market information.
- Worked on behalf of companies to buy and sell financial instruments.
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Formulated algorithms to search for real-time mathematical indicators and flag trades worth executing.
Equity Advisor
MOTILAL OSWAL FINANCE LIMITE
02.2022 - 07.2022
- Roles and Responsibilities
- Identify and investigate investment prospects evaluating risk parameters
- Research market impact on mergers, acquisitions, and unique situations in order to calculate regulatory treatment
- Monitor positions for potential developments, adjusting position sizes where necessary
- Market the fund to investors
- Process trades utilizing proprietary trading systems
- Design spread sheet tools that maximize fund’s trading potential
- Buys holds or sells various equity products on stock exchanges
- These products may include stocks, preferred stocks, equity options and financial futures
- Research and identify trading strategies and methods leading to greater profit and income for clients
- Increase computer usage to access data and generate reports using software
- Evaluate financial risks and decide on trading based on available data
- Attain thorough knowledge about stock market terms and trading practices.
Equity Advisor
LA-MONEY FINANCIAL SERVICES PVT.LTD
Mumbai
06.2021 - 06.2022
- Roles and Responsibilities
- Generated internal analyses to gauge valuation of IPO investments
- Managed junior analysts, delegating and organizing workflow and providing training
- Monitored corporate governance and event strictures
- Developed accretion analysis to ascertain benefit of acquisitions and potential for higher bids
- Buys holds or sells various equity products on stock exchanges
- These products may include stocks, preferred stocks, equity options and financial futures
- Research and identify trading strategies and methods leading to greater profit and income for clients
- Increase computer usage to access data and generate reports using software
- Evaluate financial risks and decide on trading based on available data
- Attain thorough knowledge about stock market terms and trading practices
- Sell/advise third party products e.g.-Mutual fund, Loans, Health insurance, Life insurance etc
- Handling trading accounts of clients and execute orders as per client request
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Delivered strategic investment advice for individual and corporate clients.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Facilitated new client onboarding process and investment account setup.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Developed financial projections and forecasts to guide investment decisions.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Monitored market trends and news to identify emerging opportunities.
Operation Executive
Suraksha Asset Reconstruction Limited
Mumbai
07.2017 - 05.2021
- Roles and Responsibilities
- Due Diligence and Resolution of NPA accounts
- Working in a Stressed Assets Specialist Group which involves NPA resolution and Advisory part
- Reviewing Non-Performing Assets (NPAs) of a bank for resolution and restructuring
- Advisory to sick/stressed units for revival/debt repayment
- Conducting detailed analysis for implementing resolution strategies which includes inter alia analysing & reviewing financial data, sector analysis
- Meeting & Negotiating with promoters for devising transaction structure.
- Evaluated suppliers to maintain cost controls and improve operations.
- Efficiently and effectively identified and solved all problems that impacted direction of business.
- Developed operational processes to help organization adapt to market change.
- Set clear goals to monitor targets and offered real-time input on performance and motivation.
- Negotiated supplier discounts to improve bottom line.
- Leveraged meeting minutes to measure progress and accountability.
Education
MBA - Finance
Mumbai University
B.COM - undefined
Mumbai University
HSC - undefined
Maharashtra Board
Skills
LeadershipProblem SolvingAnalysisInterpersonal skillMathematical proficiencyAttention to detailOrganisationAbility to work independentlyBusiness DevelopmentKey SkillsStrengthsConfident and Positive thinking / Self Motivated and have ability toLead team in successful way/ Ambitious/ Result OrientedHobbiesLike to enjoy Adventures trip and those entire things, who keep meAlways fresh, Active & HappyLanguages Known Marathi /Hindi / EnglishI hereby declare that all the information given by me is true to be the best of my knowledge and belief
Financial performance understanding
Capital spending
Financial performance understanding
Business Development
Experience in financial projections
Performance Analysis
Cost analysis and savings
Profitability and revenue generation
Purchasing and planning
Delegation
Certification
MS- OFFICE
Timeline
Equity Dealer
AMBIT CAPITAL PVT.LTD
03.2023 - Current
Equity Advisor
MOTILAL OSWAL FINANCE LIMITE
02.2022 - 07.2022
Equity Advisor
LA-MONEY FINANCIAL SERVICES PVT.LTD
06.2021 - 06.2022
Operation Executive
Suraksha Asset Reconstruction Limited
07.2017 - 05.2021
MBA - Finance
Mumbai University
B.COM - undefined
Mumbai University
HSC - undefined
Maharashtra Board