Gouri Sankar Dash

Investment Operations-Treasury(Projects-Team Lead) @ Kotak Mutual Fund

About

"Being a philomath and a lover of learning." I pursued a Master of Management Studies (Finance) at Xavier Institute of Management, University (erst. XIMB). My skillset encompasses Derivatives, Equities, Mutual funds,Capital Markets, and Portfolio Management. My journey at Kotak Mutual Fund began, focusing on digital transformation within AMC operations. We're enhancing efficiency through strategic project deployment. I am also part of a PMO which reports to top level management & MD at Kotak AMC. I gained valuable experience working at Zerodha Broking Limited, offering insights into the inner workings of financial broking institutions. In addition to my professional role, I have been actively involved in stock market training, trading, both in equities and derivatives. My passion for finance extends to participating in international trading challenges and my proficiency with Bloomberg Terminal. Beyond my career, I enjoy crafting content related to financial markets and frequently share my knowledge on these subjects through my YouTube channel, where I create educational stock market videos. My enthusiasm for finance is driven by the core belief that "Learning" is the path to success. I also bring with me multi years of experience in teaching Mathematics to intermediate students. Have a habit of seeing things mathematically. Currently working towards digital transformation of AMC operations. Visit my articles here - https://www.wisbees.com/author/gouri-sankar/ You tube link:-- https://www.youtube.com/channel/UCB6Ta8OWEtbclplcL9P3CAg

Country

India

City

Mumbai

Industry

Financial Services

Skill

Team Leadership, Money Market, Treasury Accounting, Digital Transformation, Robotic Process Automation (RPA), Project Management, MIS Reporting, NSE, Back Office Operations, Equity Derivatives, Technical charts, Reconciliation , CRM Databases, Problem Solving, Team Building, MF research , Entrepreneurship, Equity Research, Content writing , Stock Market

Experience

Investment Operations-Treasury(Projects-Team Lead)

Kotak Mutual Fund

2024-5 - Present · 2 yrs 5 mos

Mumbai

Part of Strategy team|| Project Team lead|| Treasury Operations|| Started AI@work Club - a peer learning group among interested employees|| Part of PMO which reports to top level management. #treasury management #fund operations #Liquidity management #CBLO #TREPS #Liquid fund #OVR funds

Founder

WisBees

2022-8 - Present · 4 yrs 2 mos

Wisbees, founded by a passionate group of financial enthusiasts, is a free financial research publishing platform. Our mission is to ensure that every Indian investor has the ability to understand and interpret financial information provided by companies, governments, and other credible sources. Wisbees is committed to empowering investors with knowledge and insights.

Founding President

D-Street Club

2023-9 - 2024-5 · 9 mos

"The nonprofit investment club(aspiring Startup Incubator) by a group of students of XIM University, dedicated to charity, aims to provide students with both theoretical knowledge and practical industry experience crucial for stock market trading and investing. Its primary mission is to incubate idea-stage startups with the goal of launching market-viable products."

Equity Analyst

KRG Strategy Consultants Private Limited (Knowledge Resource Group = KRG)

2023-4 - 2023-6 · 3 mos

Pune, Maharashtra, India

Equity Research, writing reports, conducting surveys etc

Content writer(Stock market)

Chittorgarh Infotech Limited

2022-6 - 2022-11 · 6 mos

I wrote contents related to mostly stock market, brokers, PMS, and other financial services.

Assistant Manager

Zerodha

2020-2 - 2022-7 · 2 yrs 6 mos

Bengaluru, Karnataka, India

For an initial year, I worked at Zerodha, Bhubaneswar office, with a domain in resolving clients' issues and queries, as well as as a trainer for Software use, Trading, and investing. Then I got transferred to Zerodha H.O, Bangalore, where I worked in the profile of equity Dealing and support, training my teammates about Derivatives, Technical Charts, etc.