Anuj Goel

• Responsible for managing the Bank’s Islamic Mutual Fund with GCC geographical focus
• Responsible for managing HNI discretionary portfolio mandates as per client’s stated objectives
• Develop appropriate investment strategy in line with the prospectus/mandate
• Initiate launch of a new Conventional GCC Equity Fund
• Present market view and communicate strategy as an active member of the Investment Committee
• Focus on relative performance in order to beat the benchmark (generate Alpha)
• Oversee the execution of investment decisions and coordinate with support and operations departments
• Monitor portfolio positions, conduct performance analysis and risk reviews
• Inter market analysis - Global Equity, Currency & Commodity
• Analyze economic and stock market perspective and performance

• Focus on GCC and Global Equity markets
• Generate investment ideas for the proprietary investment portfolio to help achieve portfolio objectives as defined in the investment strategy document
• Monitor portfolio positions, conduct performance analysis and risk reviews
• Provide regular inputs for portfolio rebalancing based on portfolio monitoring results, market analysis and available investment products
• Oversee the execution of investment decisions and coordinate with support and operations departments
• Draft and present reports and analysis internally and to the Investment Committee
• Analyze economic and stock market perspective and performance through technical analysis and news coverage
• Prepare periodical technical reports
• Focus on inter market correlations


Achievements
• Set up the entire Technical Analysis Desk - systems, software, report formats & structures and various products
• Kick started a trading fund based on Technical Analysis
• Successful understanding of the GCC & US equity markets within a very short period of time

• Focus on the Indian equity market
• Secondary area of analysis - US & European equity markets, Base & Precious Metals and Forex.
• Recommend themes/trading ideas over different time frames - intraday, short term, medium term and long term
• Prepare regular technical reports
• Regular interaction with the HNI clients and advising them on what is best suited for them based on their risk appetite


Achievements
• Imparted technical analysis training to other departments within the company
• Maintained an overall strike ratio of 70 -75%

• Focus on Precious Metals, Base Metals and Energy
• Secondary area of analysis - US & European equity markets, Base & Precious Metals and Forex.
• Recommend themes/trading ideas over different time frames - intraday, short term, medium term and long term
• Prepare regular technical reports
• Interact with the institutional clients and advising them on various opportunities based on their risk appetite


Achievements
• Rated amongst the top 10% of employees during performance appraisal cycle 2007-2008
• Maintained an average hit ratio of 75%