SRIVATSAN MK
Financial Markets Professional
Mumbai
Summary
Financial Markets Professional with 25+ years of experience across Technical Research, Debt & Equity Advisory, Secondary Market Debt & Equity Sales and Portfolio Management. Traded / Analysed Debt, Equity and CommodityMarkets. Managed small but productive teams in Equity / Debt / Advisory roles.
I have a strong foundation of leadership, strategic thinking, and organizational skills. Ability to learn and thrive in new business areas. Strong communication and team management skills.
Overview
32
32
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Regional Head – Mumbai & Chief Strategist
SBI DFHI LIMITED
Mumbai
12.2016 - Current
- Responsibility of Regional Head – Mumbai is to deepen existing Client relationships, bring in new clients, expand the debt product offering and increase value addition to clients thereby resulting in higher revenues from Institutional Clients in Maharashtra & Goa.
- Role as Chief Strategist requires formulation of investment strategies for the company’s investments.
- Dealing with over 100 Institutional Clients for their investment in G-Secs.
Chief Investment Officer
SBI DFHI LIMITED
10.2021 - 08.2023
- .A role combining Business Development, Research, providing advise on Proprietary Investment portfolio and supporting the Top Management in meeting its key strategic objectives.
Head – Investment Adviser Department
SBI DFHI LIMITED
12.2016 - 09.2021
- I joined the firm to set up its Investment Advisory Department
- I was heading a team of three Investment Advisers
- Our clientele was Institutional and included several Co-operative Banks, Port Trusts, Educational Institutions, Provident Funds, Regional Rural Banks, and other Statutory bodies
- Clients spanned the length & breadth of the country
- Assets under Advisory was over Rs. 20,000 crore (Rs. 200 billion)
Consultant, Data Consumption Division
IRIS Business Services Limited
08.2015 - 12.2016
- The firm was making a transition from IT services to the IT product space
- I was involved in the fine-tuning of their financial data analytics solutions
- I was also involved in the automation of newsletter creation and in quality checks of data
Vice President – Technical Research
Darashaw & Company Private Limited
03.2000 - 09.2012
- Headed the Institutional Equity Sales Business from 2010
- Oversaw Sales, Dealing & Research Output for Institutional Investors
- Headed the Technical Research Desk until 2010
- Oversaw all Technical research output from a team of seven Analysts
- Designed & launched, in 2006, a multi-asset Weekly Technical Research Product which covered equity, debt, commodities and forex markets – among the earliest in India to do so
- As Head – Chennai Branch (May 1996 – March 2000), managed a team of five that handled the Treasury / Investment requirements in debt for Insurance companies, Banks, Provident Funds, Mutual Funds, Corporates & NBFCs in the Tamil Nadu, Kerala & Andhra Pradesh region
- As Associate at Bengaluru (September 1995 – April 1996), serviced the investment requirements of Provident Funds
Personnel Assistant
Wipro Infrastructure Engineering
12.1992 - 05.1994
- Handled roles in Time Office and Administration
Education
Post Graduate Diploma in Management for Executives - PGPEX
Indian Institute of Management
04.2014 - 03.2015
B.Sc - Economics, Statistics and Mathematics
MES College of Arts, Commerce & Science
01.1989 - 01.1992
Skills
- Investment Advisory
- Technical Research
- Institutional Equity
- Collaborative Leadership
- Communication
- Continuous Learning
- Positive Attitude
Team management
Client relationships
Relationship building
Business development
Strategic marketing
Meetings and presentations
Employee recruitment
Certification
Chartered Market Technician (CMT), 08/01/14, CMT Association, USA
Personal Information
Date of Birth: 07/13/71
Timeline
Chief Investment Officer
SBI DFHI LIMITED
10.2021 - 08.2023
Regional Head – Mumbai & Chief Strategist
SBI DFHI LIMITED
12.2016 - Current
Head – Investment Adviser Department
SBI DFHI LIMITED
12.2016 - 09.2021
Consultant, Data Consumption Division
IRIS Business Services Limited
08.2015 - 12.2016
Post Graduate Diploma in Management for Executives - PGPEX
Indian Institute of Management
04.2014 - 03.2015
Vice President – Technical Research
Darashaw & Company Private Limited
03.2000 - 09.2012
Personnel Assistant
Wipro Infrastructure Engineering
12.1992 - 05.1994
B.Sc - Economics, Statistics and Mathematics
MES College of Arts, Commerce & Science
01.1989 - 01.1992
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