Sep 2021 – Oct 2024 · 3 yrs 1 mo · Gurugram, Haryana, India

• Collaborating with market intermediaries on exploring new business opportunities and markets.

Apr 2013 – Sep 2021 · 8 yrs 5 mos · New Delhi Area, India

• Managed relationship with market intermediaries viz. Trading Members, Banks and Primary Dealers, Financial Institutions and Regulatory bodies.

Oct 2010 – Apr 2013 · 2 yrs 6 mos · New Delhi

•  Advising clients on appropriate product for a trade, monitoring their risk, collecting information and updating clients on the latest events or news that would impact their views/ positions.
•  Analysis of markets to generate trade ideas, extensive technical analysis, economic data analysis, cross-asset correlation studies.
•  Active client relationship management- cultivating new relationships as well as increasing wallet share from existing clients.
•  Ensuring compliance with RBI regulations, monitoring trade documentation status and actively following up with the client and back office in case of delays.

Jun 2007 – Sep 2010 · 3 yrs 3 mos · Mumbai

•  Manage Bank’s merchant & inter bank operations emanating from A.D (Authorised Dealer) branches and
• Corporate customers export/import needs.
•  Trade in domestic and G-7 currencies with International and domestic banks to augment exchange income.
•  Adherence to all laid down limits viz., Position, stop loss and counterparty limits, rules and regulations.
•  Applying Technical and Fundamental analysis to forecast the market movement.
•  MIS reporting on daily basis.

Sep 2005 – May 2007 · 1 yr 8 mos · Mumbai

•  Review, setting up and monitoring of appropriate limits viz., daylight, overnight, gaps, cut-loss and counter-party exposures.
•  MIS reporting to appropriate authorities.
•  Handle inter bank deal settlement, confirmation and settlement of funds.
•  Monitor and follow up of outstanding/ overdue export bills and merchant forwards with A.D branches.

Apr 2003 – Aug 2005 · 2 yrs 4 mos · Mumbai

•  Sourcing and Appraising credit proposals
•  Product innovation.
•  Monitoring and analysis of credit portfolio.

Jul 2002 – Feb 2003 · 7 mos

•  Managing sales of liability products.
•  Understanding customer needs and offering suitable product.
•  Monitoring the existing accounts for expanding business.