With over 7.5 years of work experience in the financial sector, I am a passionate and driven team leader who strives to deliver excellent service and results to my clients and organization. I have a strong background and interest in finance, trading, and operations, and I hold an MBA degree in finance from ITM B-School. I am currently leading a team of 5 at MarketWolf, a fast-growing fintech company that provides innovative solutions for online trading and investing.In my role as a team lead, I am responsible for handling and monitoring the daily workflow of the trading desk and operations team, ensuring proper verification of documents, tracking and maintaining data from back office, and processing customers onboarding on various platforms and exchanges. I also manage different processes like NEAT login and client uploading, update and modify client details, and handle internal and external queries. I have developed and demonstrated skills in client onboarding, problem solving, business understanding, and communication, and I have contributed to the growth and success of MarketWolf.
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Associate Data AnalystLehlahMumbai, Mh, In -
Team Lead (Kyc Operations & Trading Desk)Marketwolf Jun 2019 - Dec 2023Mumbai, Maharashtra, India• Handling team and monitoring daily workflow.• Ensuring proper verification of documents daily.• Responsible for tracking and maintaining data from Backoffice.• Timely processing of customers onboarding on NSE, MCX, Trading Terminal (NEST) and Backoffice software (Busywin software). • Managing different processes like NEAT login and Client uploading processes daily.• Update and modify client details on NSE, Backoffice and MCX exchange.• Daily activities of adding funds requested by clients.• Handling internal queries and solving day to day queries.• Bank details updating and verifying bank proof daily.• Maintaining data and submitting data in a timely manner to compliance officer for compliance on every audit period.• Monitoring and operating trading terminal for orders going properly.• Setting Limits for clients as required by the company.• Investigation of bank entries and bank modification received on the Bank portal and email. -
Team LeadMarketwolf Jun 2019 - Dec 2023Mumbai, Maharashtra, India -
Equity Dealer, Commodity Dealer, Currency DealerAngel Broking Ltd Sep 2017 - Jun 2019Mumbai, Maharashtra, India• Trade on behalf of clients & Sub Brokers on odin software.• Maintaining daily trade file by end of the day.• Punching an accurate orders while placing orders and giving Pre and Post confirmation while placing order.• Have to give service satisfaction to Sub Brokers and clients of their query if they have any.• Generate revenue by trading on behalf of clients on Equity, Commodity & Currency market.• Identify the customer requirement and need gaps and work towards bridging the same. -
Trainee DealerValeurhr Jan 2016 - Jun 2017Mumbai Area, India• Worked as a FX trader on currency pair EUR/USD.• Learnt Technical Analysis through various chart patterns.• Traded on the basis of Price Action Methodology which helped in optimizing entry & exit level as well as timing. • Learnt different types of chart patterns like consolidation pattern, continuation pattern & key reversal pattern.• Trading on RiceBowl software which is linked through the Live Forex Market. • Visited Singapore for a 1 month training program where I got a chance to train and learn under Senior Dealers. -
InternshipAdoroi, Inc. Jun 2014 - Aug 2014Nirmal Corporate CentreProject 1 – Research on Liquid Capsules.• Data collection of companies through online portals.• Finding the price of 1000 capsules, 5000 capsules and 12000 capsules with the capacity of 650mg, less than650mg, more than 650mg.• Collecting details of manufacturing oil filling capsule company• Take down the Name of Company, Address of Company, Contact Number and Designation from websites.• Tele calling the oil capsules manufacturers and negotiating on best price to close the deal.Project 2 - COD Registry Research & Simulation data on Excel.• Researching on Company’s product on Cash on Delivery registry.• Research on Cash on Delivery.• Finding the result why Cash on Delivery Rejects with 60% on E-Commerce, through online portal.• Making Simulation on Cash on delivery data in excel Sheet to reduce cash on delivery rejection percentage.• Comparing both scenario by research on cash on delivery and simulation on cash on delivery in excel of thecompany’s product on cash on delivery registry.• Benefits for the company to crack a deal with the corporate.Project Name - Export Tracking Report in Excel• Documents of Export related all files like shipping bill, bill of lading, landing certificates, EP copy, Matt Receiptsetc. are to be record by the company and maintaining all the data in one excel sheet.• Maintaining records of export documents for the company.• Tracking the date of export related information for the company.• Convenient for everyone to operate export tracking report on excel sheet.• Benefit for the company by making export tracking report. -
Customer Service AssociateReliable Business Solutions & Services Pvt. Ltd. May 2012 - Sep 2012Mumbai Area, India• Prepares for customer inquiries by studying products, services, and customer service processes.• Responds to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer's understanding of information and answer.• Records customer inquiries by documenting inquiry and response in customers' accounts.• Improves quality service by recommending improved processes; identifying new product and service applications.• Accomplishes customer service and organization mission by completing related results as needed.
Ronak Patel Education Details
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Itm B-SchoolFinance -
Gurukul College Of CommerceCommerce
Frequently Asked Questions about Ronak Patel
What company does Ronak Patel work for?
Ronak Patel works for Lehlah
What is Ronak Patel's role at the current company?
Ronak Patel's current role is Associate Data Analyst.
What schools did Ronak Patel attend?
Ronak Patel attended Itm B-School, Gurukul College Of Commerce.
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