Prasanna Bhandari
@prasannabhandari
Financial markets professional at Axis Securities, advising clients on equity and derivatives.
IndiaWhat I'm looking for
At Axis Securities, I place client orders on a trading terminal, share research reports, and monitor trading activity in client accounts. I also assist clients with mutual funds, smallcase, and PMS.
My work across Indian financial markets has included advising HNI clients on equity and derivatives, managing a franchisee business, and analyzing market direction using technical analysis and candlestick charts. I’m a certified Mutual Fund Distributor associated with Kotak Bank and Axis Bank.
Experience
Work history, roles, and key accomplishments
Business Associate
Axis Securities
Sep 2026 - Present (1 month)
Placed orders on behalf of clients on TWS trading terminal and focused on delivering quality research reports. Monitored smooth trading activity in client accounts and assisted with TPP like MFs, smallcase, and PMS.
DSA
Kotak Bank
Sep 2024 - Present (2 years 1 month)
AMFI Authorised Mutual Fund Distributor assisting clients with personal, business, and home loans, as well as life, health, and vehicle insurance.
Assistant Manager (Retail Broking)
Axis Securities
Dec 2022 - Jul 2024 (1 year 7 months)
Placed orders on behalf of clients on TCS trading terminal and advised HNI clients on equity and derivatives. Handled client calling, dormant account activation, and cross-selling of TPP products.
Sub-Broker
Anand Rathi Shares And Stock Brokers Ltd
Aug 2016 - May 2022 (5 years 9 months)
Managed a complete franchisee business, conducted BOD and EOD meetings, and assigned daily tasks to dealers and marketing executives. Focused on quality research reports and monitoring trading activity.
Sub-Broker
Motilal Oswal Financial Services Ltd
Aug 2015 - Aug 2016 (1 year)
Ran, managed, and maintained a complete franchisee business, conducting BOD and EOD meetings and assigning daily tasks to dealers and marketing executives.
Asst Manager Dealing
Vachana Investments
Dec 2014 - May 2015 (5 months)
Called clients and updated research reports, stocks for the day, and short-term and long-term suggestions. Traded on behalf of clients and generated brokerage to achieve monthly targets.
Dealer
Anand Rathi Shares and Stock Brokers Ltd
Mar 2014 - Nov 2014 (8 months)
Called clients and updated research reports and stocks for the day. Traded on behalf of clients, generated brokerage, and achieved monthly targets.
Research Associate
Energetic Financial Research Pvt Ltd
Feb 2012 - Feb 2014 (2 years)
Traded German bund futures and executed profitable trades for the company. Studied market behavior based on financial calendar events and analyzed market direction using technical analysis with candlestick charts.
Education
Degrees, certifications, and relevant coursework
Bangalore Institute of Technology (VTU)
MBA, Finance
2008 - 2011
MBA in Finance from Bangalore Institute of Technology (VTU), Bengaluru, from 2008 to 2011.
BRB College of Commerce (Gulbarga University)
BBA, Marketing
2005 - 2008
BBA in Marketing from BRB College of Commerce (Gulbarga University), Raichur, from 2005 to 2008.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
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