Rishikesh Roy
Senior Equity Relationship Manager
About
Rishikesh Roy is an accomplished Financial Professional with over 19 years of experience in equity and currency markets. He possesses a deep understanding of market fluctuations and a proven track record of success in deal execution for a diverse client base. He excels at meticulous analysis to inform strategic decisions and is adept at managing high-value portfolios with a focus on regulatory compliance and data-driven decision-making. He is seeking senior roles in Wealth Management, Investment Management, and Financial Advisory.
Looking For
Experience
Senior Equity Relationship Manager
Jun 2024 – till continueSharekhan Ltd. · INDIA
- Experienced Trade Analyst in client communication and multi-asset trading.
- Managed high-value portfolios with regulatory compliance and data-driven decisions.
- Delivered market updates and ensured efficient portfolio performance.
Equity Dealer
Jan 2023 – Jun 2024 · 1 yr 5 mosKotak Securities Ltd. · INDIA
- Conducted market analysis to identify growth opportunities and secure clients.
- Ensured seamless execution using trading strategies and back-office flows.
- Managed multi-million value portfolios across Commodities, Equity Derivatives, and Equities.
Relationship Manager
Apr 2016 – May 2020 · 4 yrs 1 moNoor Bank Dubai · Dubai
- Traded Commodities and Currency, analyzing markets and stock trends.
- Demonstrated strong knowledge of markets and Dubai Financial Market (DFM).
- Utilized analytical and statistical modeling for optimal market entry and exit.
Senior Relationship Officer
Nov 2011 – Apr 2016 · 4 yrs 5 mosNational Bank OF Abu Dhabi · Abu Dhabi
- Generated market insights and strategies for facing business challenges.
- Identified new markets and business opportunities for B2C targets.
- Managed stock broking accounts and submitted regular MIS reports.
Relationship Officer
Jan 2009 – Mar 2011 · 2 yrs 2 mosDunia Finance Company · Abu Dhabi
- Sourced Mortgages, Business Loans, and Auto Loans through various sales channels.
- Converted customers through company visits, references, and canopy displays.
- Maintained sales records and submitted regular MIS reports to senior management.
Skills
Analysis & Strategy
Operations & Compliance
Financial Markets & Trading
Client & Relationship Management
Industries
GCC Readiness
Languages
Education & Certifications
Bachelor of Commerce
India