1. Mayank M. ParikhMayank M. Parikh
207/4- Sugandh Apt., Parbat Nagar,
S.V.Road, Dahisar (East), Mumbai-400068.
Mobile: 98671 67021.
E-mail: truths.mayank@gmail.com
Date of Birth: September 13, 1985
Passport no: H0697029.
DEALER AND ADVISER
Seeking an opportunity in the field of Financial Market to perform as a Sr.Adviser at managerial level
where there is good scope of value addition, training and growth.
PROFILE & STRENGTHSPROFILE & STRENGTHS
• A dynamic Professional with more than 7 years’ experience in Financial Sector with in-depth knowledge in
understanding the Share Market Operations, Portfolio Management, Portfolios restructuring, Risk Management and
Customer Relationship Management.
• Fast learner with high energy and drive to exceed expectations coupled with good comprehension of investment
options, depository services and financial markets, data management and analysis, etc.
• Proficient in providing consultation on investment while undertaking market analysis to assess prevalent financial &
economic environment, identify business risks & implement effective mechanisms to mitigate the same.
• A strong team leadership /as a player, in training, guiding and motivating team of professionals towards maximum
productivity with exceptional consensus building, negotiation and interpersonal skills, analytical mind and
comprehensive problem detection/ solving abilities. Multilingual with proficiency in Gujarati, Hindi and English.
Key Strength Areas
Portfolio Management  Equity & Derivatives advisory and dealing.
 Financial Management & Trading Derivatives hedging strategies Restructuring of Portfolios
 Seeking Arbitrage Opportunity  Updating and forwarding relevant information with accuracy and on time.
PROFESSIONAL EXPERIENCEPROFESSIONAL EXPERIENCE
GEPL CAPITAL PVT LTD (Head Office) MAY 14 - TILLDATEGEPL CAPITAL PVT LTD (Head Office) MAY 14 - TILLDATE
Website :Website : www.geplcapital.comwww.geplcapital.com
EQUITY DEALER AND ADVISEREQUITY DEALER AND ADVISER
•• Handling HNI, UHNI, WMS and NRI/NRE/NRO clients on NEST terminal for cash and derivative segment.Handling HNI, UHNI, WMS and NRI/NRE/NRO clients on NEST terminal for cash and derivative segment.
•• Updating the clients by calling them and by mail on buying and selling strategies of the research team.Updating the clients by calling them and by mail on buying and selling strategies of the research team.
•• Sharing Market news and forwarding research based on their portfolios with support of research team.Sharing Market news and forwarding research based on their portfolios with support of research team.
•• Follow up the market trends & passing the accurate information to the clients.Follow up the market trends & passing the accurate information to the clients.
•• Sending SMS to all the H.O and Branch clients related to economic data and Bank Policy using Bloomberg.Sending SMS to all the H.O and Branch clients related to economic data and Bank Policy using Bloomberg.
•• Follow up for the clients servicing & fulfilling their needs such as updating them for the results and entryFollow up for the clients servicing & fulfilling their needs such as updating them for the results and entry
and exit points of their portfolio and restructuring the same if required.and exit points of their portfolio and restructuring the same if required.
•• Managing for the approval for Credit limit with Risk Management Services.Managing for the approval for Credit limit with Risk Management Services.
ATLAS INTEGRATED FINANCE LTD (Head Office) JAN 10 – MAY 14ATLAS INTEGRATED FINANCE LTD (Head Office) JAN 10 – MAY 14

2. (Website:(Website: www.aifl.netwww.aifl.net))
DEALER AND ADVISER – PORTFOLIO MANAGEMENT SERVECESDEALER AND ADVISER – PORTFOLIO MANAGEMENT SERVECES
•• Handling Equity and Derivative HNI client desk on NOW and NEAT terminal for cash and derivative segmentHandling Equity and Derivative HNI client desk on NOW and NEAT terminal for cash and derivative segment
•• Updating the clients on the research reports of the companyUpdating the clients on the research reports of the company
•• Updating daily news letter and forwarding research based on their portfolios with support of research team.Updating daily news letter and forwarding research based on their portfolios with support of research team.
•• Managing Risk Management Services.Managing Risk Management Services.
•• Follow up the market trends & passing the accurate information to the clients.Follow up the market trends & passing the accurate information to the clients.
•• Maintain good relationship with the clients & fulfilling their needs.Maintain good relationship with the clients & fulfilling their needs.
INSTITUTE OF MANAGEMENT ENTRANCE MAR 08 – DEC 09INSTITUTE OF MANAGEMENT ENTRANCE MAR 08 – DEC 09
ADMINISTRATORADMINISTRATOR
•• Counseling about our unique features of M.B.A Entrances like CAT, CMET, NMAT, SNAP and Part Time Tests.Counseling about our unique features of M.B.A Entrances like CAT, CMET, NMAT, SNAP and Part Time Tests.
•• Regularly updating the notification of all the upcoming entrance exams.Regularly updating the notification of all the upcoming entrance exams.
•• Managing the students timing for arranging lectures.Managing the students timing for arranging lectures.
•• Arranging seminars, presentation and test series for the students.Arranging seminars, presentation and test series for the students.
•• Regular feedback from students about the seminars and demo lectures conducted for them.Regular feedback from students about the seminars and demo lectures conducted for them.
MAGNUM EQUITY BROKING LTD AUG 07 – MAR 08MAGNUM EQUITY BROKING LTD AUG 07 – MAR 08
EXECUTIVE BOLT OPERATOREXECUTIVE BOLT OPERATOR
•• Handling BSE’s Online Terminal (BOLT) for retail and HNI clients.Handling BSE’s Online Terminal (BOLT) for retail and HNI clients.
• Updating transactions done by them and taking feedback from them regards to their portfolios, discussing on
new investment scopes.
•• Giving finest portfolio for the clients depending upon the market conditions.Giving finest portfolio for the clients depending upon the market conditions.
•• Managing Risk Management System.Managing Risk Management System.
INDIABULLS SECURITIES LTD MAY 06 – AUG 07INDIABULLS SECURITIES LTD MAY 06 – AUG 07
EXECUTIVE DEALEREXECUTIVE DEALER
•• Handling ODIN terminal for retail and HNI clients.Handling ODIN terminal for retail and HNI clients.
•• Recommending opportunities to the clients based on their portfolio and depending upon the market conditions.Recommending opportunities to the clients based on their portfolio and depending upon the market conditions.
•• During and after market hours confirmations and forwarding trade backups to the compliance officer.During and after market hours confirmations and forwarding trade backups to the compliance officer.
CERTIFICATIONS IN STOCK MARKET:CERTIFICATIONS IN STOCK MARKET:
• NCFM Certification in Derivatives Dealer Module.
• NCFM Certification in Capital Market Dealer Module.
• BSE’s Certification Financial Market (BCFM).
ACADEMIC AND PROFESSIONAL PROJECT UNDERTAKENACADEMIC AND PROFESSIONAL PROJECT UNDERTAKEN
Project Details
• Top ten tactics to enhance the cliental business for the long term.
• Cost Management tactics for the organization.

3. • Idea to win clients mind and maintain relationship with them long lasting.
• Presentation on Channelizing of Savings in to Capital Market in JBIMS.
• Year Long Project from JBIMS on MFI.
EDUCATIONAL & PROFESSIONAL DEVELOPMENTEDUCATIONAL & PROFESSIONAL DEVELOPMENT
Masters in Financial Management (M.F.M) Secured 64% Batch: 2009-12
Jamnalal Bajaj Institute of Management Studies, Churchgate (MUMBAI)
B.Com (Finance) Mumbai University, 2006
B.E.S College of Commerce, Borivali (west)
H.S.C, Maharashtra Board, 2003
G.H Junior College, Borivali (East)
Class X, Maharashtra Board, 2001
G.H High School, Borivali (East)
COMPUTER KNOWLEDGECOMPUTER KNOWLEDGE
• MS Access, Windows, MS Excel, PowerPoint, Internet and Tally
INTRESTS AND ACTIVITIES
• Reading business magazines, collecting corporate news.
• In reading more inclined to epics.
• Dancing, Cycling and Swimming.
ACADAMIC ACHIEVEMENTS
• Received Certificate of Merit from College Cultural Activity 2004, 05, 06 in three consecutive years.
• Received Certificate of Merit from M.C.C in the Year 1999-00.
• Received Certificate of Merit from ALERT INDIA for collecting funds for Leprosy Control Programme – 1997-98.
(I hereby undertake that information provided by me for my profile is true to the best of my knowledge.
In case of any information found to be incorrect/ incomplete at any stage, I am liable for the same.)
Date: 9th May 2015 ( Mayank Milan Parikh )