Satyendra Jha
Equity & Derivatives Dealer at Geojit Financial Services Ltd.Equity & Derivatives Dealer|NISM Certified| Expertise in Equity & Derivatives Trading | Compliance, KYC & PMS Enthusiast
- Role
- Equity Dealer at Geojit
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Satyendra Jha
Equity Dealer with 4+ years of hands-on experience in equity and derivatives trading, client portfolio management, and regulatory compliance. Certified in NISM Series (Equity Derivatives), Series VII (Securities Operations & Risk Management), Series V-A (Mutual Fund Distribution), IC 38 (Corporate Agents), and SEBI Investor Protection Certification, holding both B.Com and M.Com degrees.Skilled in trade execution, risk management, market analysis, and client due diligence, with practical expertise in KYC, AML compliance, and regulatory reporting. Currently expanding expertise in Compliance, KYC Operations, and Portfolio Management Services (PMS) to enhance client satisfaction and optimize investment advisory services.Passionate about leveraging trading experience to ensure regulatory adherence and drive efficient portfolio management, while delivering high standards of client onboarding, compliance monitoring, and investment solutions within dynamic financial institutions.
Experience
Equity Dealer
Jan 2022 — Present
Education
University of Mumbai
Master's degree, Accounting and Finance
Ghanshyamdas Saraf College of Arts & Commerce
Bachelor's degree, Accounting and Finance
Thakur Shyamnarayan High School
SSC
The Institute of Chartered Accountants of India
CA - CPT
Smt K.G Mittal College of arts and commerce
Hsc, Commerce
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