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Ronak Patel

@ronakpatel

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I am an Team Leader into Kyc operation and trading desk in mumbai.

India

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With over 7.5 years of work experience in the financial sector, I am a passionate and driven team leader who strives to deliver excellent service and results to my clients and organization. I have a strong background and interest in finance, trading, and operations, and I hold an MBA degree in finance from ITM B-School. I am currently leading a team of 5 at MarketWolf, a fast-growing fintech company that provides innovative solutions for online trading and investing.
In my role as a team lead, I am responsible for handling and monitoring the daily workflow of the trading desk and operations team, ensuring proper verification of documents, tracking and maintaining data from back office, and processing customers onboarding on various platforms and exchanges. I also manage different processes like NEAT login and client uploading, update and modify client details, and handle internal and external queries. I have developed and demonstrated skills in client onboarding, problem solving, business understanding, and communication, and I have contributed to the growth and success of MarketWolf.

Experience

Work history, roles, and key accomplishments

Team Lead (Trading desk & Operations)

MarketWolf Securities Private Limited.

Jun 2019 - Dec 2024 (5 years 6 months)

● Handling the team and managing the 5 people into the KYC Team. Providing proper
guidance of verification and monitoring daily workflow.
● Regularly conducting training sessions to ensure team members are up-to-date on KYC
regulations and company policies.
● Responsible for tracking and maintaining data from Backoffice.
● Timely processing of customers onboarding on NSE, MCX, Trading

Team Leadership Team Management Identity Verification Document Management Documentation Documentation Management Trading Algorithmic Trading Monitoring And Alerting Data Management Customer Onboarding Operations

Executive (Equity, Commodity & Currency Dealer)

Angel Broking Limited

Sep 2017 - Jun 2019 (1 year 9 months)

Trade on behalf of clients & Sub Brokers on odin software.
● Maintaining daily trade file by end of the day.
● Punching an accurate orders while placing orders and giving Pre and Post
confirmation while placing order.
● Have to give service satisfaction to Sub Brokers and clients of their query if they have any.
● Generate revenue by trading on behalf of clients

Algorithmic Trading

Trainee Dealer

ValeurHR E-Solution Pvt. Ltd

Feb 2016 - Jun 2017 (1 year 4 months)

● Worked as a FX trader on currency pair EUR/USD.
● Learnt Technical Analysis through various chart patterns.
● Traded on the basis of Price Action Methodology which helped in optimizing entry &
exit level as well as timing.
● Learnt different types of chart patterns like consolidation pattern, continuation pattern &
key reversal pattern.

Algorithmic Trading

Customer Service Associate

Reliable Business Solutions and Services Private Limited

May 2012 - Sep 2012 (4 months)

● Prepares for customer inquiries by studying products, services, and customer
service processes.
● Responds to customer inquiries by understanding inquiry; reviewing previous inquiries and
responses; gathering and researching information; assembling and forwarding information;
verifying customer's understanding of information and answer.
● Records customer inquiries by documenting inquiry and res

Call Center Operations