Open to opportunities

Drashti Satikuwar

@drashtisatikuwar

Finance professional driving client portfolios across equity and derivatives, strengthening market risk awareness and investment operations.

India

Message

What I'm looking for

I’m looking for roles in market or credit risk and financial analysis where I can apply my portfolio monitoring and risk analysis experience, strengthen compliance-driven client advisory, and grow deeply through FRM-focused learning.

I’m a finance professional with experience in equity markets, derivatives products, portfolio monitoring, and client relationship management across leading brokerage firms. I manage and monitor client portfolios spanning equity and mutual fund/trading products, using market insights to support investment decisions aligned to clients’ risk appetite.

I’m now pursuing FRM and focusing my growth on Risk Management—especially Market Risk and Credit Risk—alongside financial analysis. I take compliance seriously (AML/KYC) and rely on strong data analysis and Advanced Excel skills to deliver clear market updates, maintain documentation standards, and build long-term client relationships.

Experience

Work history, roles, and key accomplishments

Current

Virtual Relationship Manager

Current

Kotak Securities

May 2025 - Present (1 year 1 month)

Managed client portfolios across equity, mutual fund, and trading products, assisting clients with investment decisions aligned to market moves and risk appetite. Ensured compliance with internal processes and client documentation while building long-term client relationships and meeting business targets.

Derivatives Client Relationship Management Market Research Risk Analysis AML KYC Compliance Financial Products Trading Support Data Analysis

Equity Dealer

Motilal Oswal

Jun 2023 - Oct 2024 (1 year 4 months)

Supported clients with equity and derivatives transactions using market insights and monitored portfolios to share updates on market trends. Guided clients on products aligned with risk-return objectives and ensured regulatory compliance while maintaining strong client relationships.