Sweta Shah

Business Development Executive

Mumbai, Maharashtra, India10 yrs 11 mos experience

Most Likely To Switch

Key Highlights

Proven expertise in equity trading and derivatives.
Strong analytical skills for market trend analysis.
Effective communication with institutional clients.

Stackforce AI infers this person is a skilled Institutional Equity Trader with expertise in financial markets and trading strategies.

Contact

Skills

Core Skills

Trade ExecutionEquity DerivativesTradingAnalytical Skills

Other Skills

Stock ExchangeTime ManagementOperational ExcellenceODINBloomberg TerminalObservationStocksInstitutionalCommunicationOmnisysNeatplusBOLTMicrosoft ExcelResearchCustomer Service

About

Intend to build a career with committed & dedicated people, which will help me to explore myself fully and realize my potential. Willing to work as a key player in challenging & creative environment. Looking for opportunity as Institutional Equity Dealer.

Experience

Investec

Equity Sales Trader

Oct 2023 – Present · 2 yrs 5 mos · India · On-site

1. Responsible to deliver consistent, high-quality execution for the Foreign and Domestic Fund House.
2. Trading in Equity Cash, BLOCK-BULK deals, Cash-Future Arbitrage (FA/RA), Directional Cash & Future, Limit orders, Cash Basket, CD orders, Volume based trades, VWAP, TWAP, Long & Short Rolls (Bps Calculations).
3. Well verse with all types of algorithms.
4. Making Dividend List daily for Clients (Ex Date, Record Date, Maintaining Dividend History)
5. Currently executing trades in TCS Cash TWS, TCS FnO TWS and GREEK SOFT.
Also have knowledge of BLOOMBERG, ODIN, NEAT PLUS, NEST, NOW and OMNESYS.
6. Responsible for sending NSE BSE Circulars (ASM, ASTM, ESM, GSM, New IPO Listing, Rights issue, Buyback, daily price band etc.) to the Team.
7. Track position specific News/ Events, Conference Calls and Economic Data Events.
8. Adhere strictly to compliance & operational risk controls in accordance with company & regulatory standards and policies.

Stock ExchangeTrade ExecutionEquity DerivativesTime ManagementOperational ExcellenceODIN+1

Nirmal bang

Institutional Equity and Derivative Dealer

Jul 2022 – Oct 2023 · 1 yr 3 mos · Mumbai Metropolitan Region

1. Focused on servicing as a dealer in Cash & Derivatives Segment.
2. Buying & selling of securities on behalf of DII, Mutual Funds, Pension Funds & Insurance Company’s.
3. Responsible for timely and accurate execution of instructed orders (TWAP/ Limit Orders/Volume Trigger/POV/Block Deals/Basket Trades) on NSE/BSE using ODIN, considering the reporting qty for script, size of the order, trading supply and the prevailing market conditions.
4. Having experience of Derivative Short and Long Rollovers for Index Futures and Stock Futures instructed by Clients on monthly expiry basis.
5. Accurately counting and executing desired Bps for Derivative Rollover trades for Clients.
6. Monitoring Block trade deals and sending all final trade confirmations to client via Bloomberg.

TradingObservationStocksAnalytical SkillsInstitutionalCommunication+7

Arete securities ltd

Institutional Sales Trader

Oct 2020 – Jul 2022 · 1 yr 9 mos · Mumbai, Maharashtra, India

Joined as Sr Equity Dealer in October 2020, Promoted to Assistant Sales Trader in July, 2022.
1. Providing equity ideas generated by in- house research to buy side dealer of DII, Mutual Funds, Pension Funds, Insurance Co.
2. Responsible for accurate and timely execution of directional trades on NSE/BSE using Odin, NEAT Plus, BOLT.
3. Monitoring & analyzing the market trends & updating the client about the development in markets.
4. Bloomberg Savvy.
5. Having knowledge of Sending all the client confirmation and Contract Note.
6. Coordinating with the back office for all the end of the day process.
7. Looking after Empanelment review process.

Globe capital market limited

Institutional Equity Dealer

Sep 2019 – Jun 2020 · 9 mos · Goregaon, Maharashtra, India

1. Managing largest Institutions in the Indian Equity and Derivative markets.
2. Proficient with Equity and Derivative trade execution using NEATPLUS / ODIN / BLOOMBERG
3. Sharing trading ideas, market news with buy side dealer.
4. Setting trading limits for set of allocated clients in co-ordination with Head-Dealing.
5. Striving to achieve monthly/quarterly targets per client.
6. Interacting with clients daily to generate business.
7. Sourcing block deals for clients.
8. Regularly meeting clients.
9. Updating order sheet and trade sheet.

Karvy stock broking

Relationship Manager

Nov 2016 – Aug 2019 · 2 yrs 9 mos · Mumbai, Maharashtra, India

1. Placing orders on behalf of clients on NEST trading terminal.
2. Educate Client about Equity & Derivative segment.
3. Promoting in house research calls to increase volume & frequency.
4. Daily confirmation of trades on recording phone lines.
5. Monitor client exposure limits.
6. Activating inactive clients through regular follow up.
7. Conducting Client meeting.
8. Maintaining MIS

Angel broking

Equity Derivatives Trader

Oct 2014 – Oct 2016 · 2 yrs · Mumbai, Maharashtra, India

Co-ordinating with clients for their daily trades on the BSE/NSE.
2. Placing orders of clients taken through phone lines in Odin trading terminal.
3. Handling Inbound and Outbound Calls- 100-150 calls per day through dialer.
4. Advising clients with requisite information regarding the market condition and any company specific information required by them.
5. Making confirmation of orders and trades done during the day to clients.
6. Acquiring clients through existing clients referrals.
7. Activating inactive clients through regular follow up.
8. Promoting Financial Products.