Debabrata Patra

Debabrata Patra Contact No:-, Email:-Objective:  To work in a creative and challenging environment, where my education and skills can be used optimally, for achieving organizational goals and give me an opportunity to grow with the organization. Academic Qualification:     2011: CA Inter from Institute of Chartered Accountants of India. 2009: B.Com (H) from Calcutta University with 60.00 %. 2006: ISC, with an aggregate score of 69.66 %. 2004: ICSE, with an aggregate score of 60.80 %. Certificates:  NISM Series VIII: Equity Derivative Certification Examination.  NISM Series VA: Mutual Fund Distribution Certification Examination  IRDAI Composite Certification. Profile Highlights:  Having total 7.5+ years of Experience in Financial Market and Banking Domain  Having exposure in segments like Equity (Cash, F&O) and Commodity with Strong Technical Analysis Skills backed up with Financial Analysis Organizational Experience:  Brijdham Tradelink Pvt Ltd . Manager Co-Ordination and Investments(Sep 2019).  Assist the Director in his daily affairs, project works and other business development.  Involve dealing with new vendors, making comparison charts for procurement etc.  Evaluation of new projects  Research Ideas and Formulating & Implementing Sector Rotation Trading and Investment Strategies along with money management in Equity (Cash and F&O) and Designing Systems on directional Trading and Investments thereby Managing Portfolio.   Designing Systems on directional Trading and Investments. Provide all-round research support to Senior Fund Manager on sectors, including on initiations and on-going coverage. Hand on experience in software of Meta Stock, Advanced Gets, Ticker Plant MVT, Spider Iris+.   Indiabulls Ventures Ltd. Manager (April 2019 – August 2019)      Responsible for acquiring new clients and sourcing Demat A/C and for Equity /Commodity Responsible for customer relationship management Revenue generation through new and existing client Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team (Centralize Team) for taking investment decision for the clients and coordination with KYC team for documentation and compliance.  HDFC Bank Ltd - Deputy Manager (VRM) ( September 2018 to April 2019)      Continuous engagement with the portfolio customers mapped and customer relationship management as per the contact policy, with accurate & complete capture of interaction details. Call handling as per defined standards. Accurate resolution for customer queries and servicing them. Promoting Digital Banking services for a superior customer service experience. Profiling of customers and Penetration of products across groups in order to aid right crossservicing of Bank products, on the basis profiling and engagement. Sales across all product segments-TPP, Assets, Credit Cards etc. Use of triggers to track maturity of FDs, movement of CASA balances and prevent outflow. Ensure Income to be generated at a customer level. Ensure retention of customers  Gateway Financials Ltd. - Assistant Fund Manager – Technical and Financial (January 2018 to August 2018)       Research Ideas and Formulating & Implementing Sector Rotation Trading and Investment Strategies along with money management in Equity (Cash and F&O). Designing Systems on directional Trading and Investments. Assisting in Managing Portfolio of 600 Mn +. Provide all-round research support to Senior Fund Manager on sectors, including on initiations and on-going coverage. Advising and Handling HNI Clients including activation of inactive clients. Hand on experience in software of Meta Stock, Advanced Gets, Ticker Plant MVT, Spider Iris+.  Authorized Person of Guinness Securities for Equity & Commodity ( October 2012-Dec 2017)  Generating Momentum Calls, Intraday Calls, Weekly and Positional Calls in Equity & Commodity on the basis of Technical Tools and Indicators and Patterns( MACD, RSI, Fibonacci Retracement, Stochastic, Moving Average, Pivot Analysis, Rate of Change, On balance Volume, ADX, Pattern Analysis, Trend Line, Candle Sticks, along with few excel based trading system)  Prepare research report like daily, weekly & monthly on Equity, Commodities and Currency  Maintaining relationship with clients and provide service to the customer and activation of Inactive clients along with lead generation form existing client referral.  Advising clients to trade for short to medium term based on fundamental and technical studies and activation of Inactive Clients & Taking Trades on behalf of the clients, resolving client’s queries with regard to their old investments and new trading and investment ideas based on technical and financial analysis.  Advising Clients and making trade on their behalf based on technical and fundamental reports. Resolving Client’s quarries with regard to their old investments  Provide new trading and investments ideas based on technical and fundamental analysis. Achievements:     Have experience in Technical and financial analysis which greatly helps in predicting stock price movements. Have created technical indicator based strategies which generate trading and investment calls for Indian stock market. Have created various strategies to generate trading and investment advisory based technical analysis and fundamental analysis for customer needs which serves various HNI’s and can be used for proprietary trading. Have been advising clients for medium term investments (3 – 5 years) based on financial and technical studies and prepare research report for the same which has the ability to provide multi folds return. Personal Details:     Date of Birth: 10th September, 1987. Gender: Male. Marital Status: Un- Married. Language Known: English, Bengali, Hindi.