Mayank Bhatt
Dubai
Summary
Professional Summary
Results-driven finance professional with 8-9 years of extensive experience in the broking industry. Skilled in market analysis, trading strategies, risk management, and client portfolio optimization. Adept at leveraging technical expertise and regulatory knowledge to ensure compliance and drive business growth. Passionate about collaborating with teams, mentoring individuals, and using insights to deliver exceptional results. Known for a proactive approach to problem-solving and a commitment to enhancing team performance and client satisfaction.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Market Research Analyst
7 Street Corporation
01.2023 - Current
- Analyzed market trends and prepared detailed daily, weekly, and monthly reports for use by clients and team members.
- Coordinated with the dealing team to track client positions, manage desk P&L and ensure alignment
with risk management goals. - Monitored desk exposure, implemented proactive risk mitigation strategies and safeguarded trading
operations from market volatility.
- Identified and monitored fraudulent trades, ensuring compliance with regulatory and operational
standards.
- Delivered detailed reports to senior management covering open position, hedged positions and overall risk assessment.
- Stayed updated on industry regulations and ensured all activities met compliance requirements.
- Collaborated with the sales team to convert leads into active clients, contributing to business growth.
- Provided technical analysis training to clients, equipping them with tools for better decision-making and improved market understanding.
Sub Broker
Motilal Oswal Securities
01.2020 - 12.2022
- Assisting clients in designing and optimizing their investment portfolios.
- Advising on trades and new investment products tailored to their financial goals.
- Conducting monthly account reviews and ensuring compliance with regulatory requirements.
- Staying informed about market trends, news, and events impacting client portfolios.
- Delivering training sessions on technical analysis to enhance client understanding of market dynamics.
- Recommending trade strategies for intraday, swing, and positional trading to maximize client returns.
Technical Analyst
Ment Element Pvt Ltd (Freelanced)
09.2015 - 10.2019
- Conducting periodic stock portfolio reviews to optimize performance.
- Collaborating with higher management to provide detailed reports on daily activities and overall P&L statements.
- Ensuring all investment exposures adhered to regulatory and internal company guidelines.
- Strategically aligning investment decisions to maximize returns while mitigating risks.
- This role honed my analytical, strategic, and communication skills, enabling me to contribute to informed decision-making and sustainable growth in dynamic financial markets.
Executive
Aarya Equity Pvt Ltd
05.2014 - 03.2015
- Helping clients with the account opening process
- Giving regular market updates
- Resolve issues faced by clients
- Sharing research Rrports and recommend intraday and swing trades in Stocks, Futures and Options.
Intern
Aarya Equity Pvt Ltd
05.2013 - 06.2013
- Analyzing movement of stock with respect to Index
- Calculation of Brokerage payable by client
- Trying different option strategies and analyzing the net outcome.
- Working of Capital Markets (Rules and Guidelines).
Executive
Infinet Services Pvt Ltd
06.2010 - 08.2011
- Understanding Business processes
- Pricing of Products and Services
- Finding New areas of Business Development
- Designing Contingency Plans
Education
MBA - Finance
University of Mumbai
Mumbai, India04-2014
Bachelors of Commerce (Bcom) - Commerce
University of Mumbai
Mumbai, India04-2010
Skills
- Market analysis
- Trend forecasting
- Risk Management
- Broking operations
- Technical Analysis Training
- Designing Portfolio
- Writing Research Reports
Certification
NISM-Series-VIII: Equity Derivatives Certification Examination
Languages
English
Hindi
Gujarati
Marathi
www.linkedin.com/in/mayank-bhatt-08681036
Software
Microsoft Office
Metatrader Manager
MT4/MT5
Timeline
Market Research Analyst
7 Street Corporation
01.2023 - Current
Sub Broker
Motilal Oswal Securities
01.2020 - 12.2022
Technical Analyst
Ment Element Pvt Ltd (Freelanced)
09.2015 - 10.2019
Executive
Aarya Equity Pvt Ltd
05.2014 - 03.2015
Intern
Aarya Equity Pvt Ltd
05.2013 - 06.2013
Executive
Infinet Services Pvt Ltd
06.2010 - 08.2011
NISM-Series-VIII: Equity Derivatives Certification Examination
MBA - Finance
University of Mumbai
Bachelors of Commerce (Bcom) - Commerce
University of Mumbai
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