VAIBHAV ATLANI
Jaipur
Summary
Experienced capital markets professional with a proven track record – specializing in market analysis, and client dealing. Skilled in trading across NSE and BSE platforms (ODIN, NOW) with precision and speed, while ensuring full compliance with SEBI regulations and internal risk protocols. Adept at advising HNI clients with actionable market insights, corporate action updates, and trading strategies aligned with their risk profiles. Strong collaborator with research and advisory teams to deliver a seamless, data-backed trading experience. Recognized for delivering consistent client satisfaction, operational accuracy, and maintaining a sharp pulse on market trends.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Deputy Manager
Kotak Securities
06.2024 - 01.2025
- Maintained close monitoring of stock price movements, market trends, and economic indicators to guide clients on optimal trading decisions.
- Handled day-to-day dealing operations via NSE/BSE terminals, managing order flows and ensuring seamless settlement processes.
- Built strong client relationships by providing timely market insights, trade recommendations, and updates on corporate actions.
- Ensured strict compliance with SEBI regulations and internal risk controls during trade executions.
Algorithmic Trader
AC Agarwal stock broker
01.2023 - 04.2024
- Company Overview: AC Agarwal Stock Brokers pioneers innovative investment strategies and personalized client services with the presence of 200+ branches
- AC Agarwal Stock Brokers pioneers innovative investment strategies and personalized client services with the presence of 200+ branches
Equity Dealer
Geojit Financials
03.2022 - 01.2023
- Company Overview: Geojit Financial Services, a very well known prominent firm with a vast network of over 500 branches and 2 million clients across India and middle east leveraging comprehensive financial solutions to empower clients
- Geojit Financial Services, a very well known prominent firm with a vast network of over 500 branches and 2 million clients across India and middle east leveraging comprehensive financial solutions to empower clients
Education
Chartered Financial Analyst Level 2 Candidate -
CFA
04-2025
NISM Series V A - Mutual Fund Distributors Certification
National Institute of Financial Markets
08.2023
NISM - Equity Derivatives Examination
National Institute of Financial Markets
09.2022
Bachelor of Commerce - undefined
Rajasthan University
06.2021
Skills
- Financial modeling
- Forecasting
- Discounted cash flow models/Leveraged Buy out models
- Microsoft excel
- Equity research and analysis
- Fundamental Analysis
- Option Chain Analysis
- Client risk management
- Communication skills
Accomplishments
- Achieved 110% of the target in the brokerage and revenue division of the company closing 37 new clients contributing to 20% additional revenue.
- Built assets under management of 2 crore and SIP book of 3,60,000 per month in 8 months.
Languages
Fluent English
Hindi
Hobbies and Interests
- Investment research
- Networking
- Personal Finance
- Management
Certification
- CFA - Certified Financial Analyst Level 1
- JP Morgan - Advance Financial Modelling
- Advance Financial Analysis , modelling and Forecasting - Upgrad
- Bloomberg Terminal - Coursera
- NISM - Equity Derivatives Series 8
- NISM - Mutual Fund Distributor Series 5
Software
Microsoft Excel
NEST
ODIN
Timeline
Deputy Manager
Kotak Securities
06.2024 - 01.2025
Algorithmic Trader
AC Agarwal stock broker
01.2023 - 04.2024
Equity Dealer
Geojit Financials
03.2022 - 01.2023
NISM - Equity Derivatives Examination
National Institute of Financial Markets
Bachelor of Commerce - undefined
Rajasthan University
Chartered Financial Analyst Level 2 Candidate -
CFA
NISM Series V A - Mutual Fund Distributors Certification
National Institute of Financial Markets
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