Samit Sanyal Email & Phone Number

Kolkata Area, India

• Reviewing financial security status and risk exposure for clients.
• Client need analysis and assisting them with financial goal setting.
• Analysing and assessing individual investment preferences and existing portfolio.
• Advising and selling life insurance endowment products, pure protection products, and pension plans.
• Market development and acquiring new clients, active relationship management.

Kolkata Area, India

• Advising and selling health, personal, retail and commercial insurance products.
• Market development and acquiring new clients, active relationship management.

India

• Advising and managing clients in terms of asset classes to design their portfolio.
• Recommend financial products, such as stocks, bonds, mutual funds, and insurance.
• Offer financial market insights and evaluating their trading activities.
• Monitoring market trends to warn against potential short and long term risks of the investments.

Mumbai Area, India

• Equity and equity derivatives trading activities in the capacity of senior trader.
• Managing institutional clients such as mutual funds, banks, insurance companies, and Foreign Institutional Investors(FIIs).
• Executing high volume transactions in equity with a daily average range of INR 200-500 million.
• Performing equity arbitrage, blocks deals, and basket trading in the range of INR 100 million-500 million.
• Analysing and interpreting fundamental and technical stock reports and other industry research reports.
• Monitoring market trends and analysing macroeconomic and financial data (IMF, World Bank, OECD).

Mumbai Area, India

• Performing equity and equity derivatives trading activities.
• Handling institutional clients such as mutual funds, banks, insurance companies, and Foreign Institutional Investors (FIIs).
• Performing equity arbitrage, blocks deals, and basket trading in the range of INR 100 million-2 billion.
• Executing high volume transactions in equity with a daily average range of INR 50-100 million.
• Analysing and interpreting fundamental and technical stock reports and industry research reports.
• Monitoring market and stock trends and studying macroeconomic and financial data for client advisory.

Mumbai Area, India

• Performing equity and equity derivatives trading activities for Retail and HNI/UHNI clients.
• Handling transactions with a daily average range of INR 40-50 million.
• Collateral monitoring and analysis.
• Devising trading and investment strategies for clients.
• Client management and business development.
• Acquiring new clients and selling products such as insurance, and mutual funds.

Pune Area, India

• Equity trading for Retail and HNI/UHNI clients.
• Handling transactions with a daily average range of INR 15-25 million.
• Analysing market and stock specific data for investment and trading purposes.
• Identification of potential risks, and designing and setting credit limits for individual clients.
• Acquiring new clients and actively selling investment products such as mutual funds, and bonds.
• Regular client communication including sharing important market news, stock calls and post trade updation.

Master’S Degree, Applied Economics

Post Graduate Diploma, Financial Management

Bachelor’S Degree, Mathematics (Honours)