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Derebail Bharath, Cargo Surveyor

Derebail Bharath

Cargo Surveyor·POSEIDON TECHNICAL SERVICES PVT LTD

India

Master's degree, International Business

Work experience

Total years of experience: 19 years, 1 months

Cargo Surveyor

January 2020 - March 2026

POSEIDON TECHNICAL SERVICES PVT LTD

Mangalore, India

January 2020 - March 2026

• Operational Oversight: Orchestrated branch operations and managed bill invoicing using SAP
with 100% accuracy.
• Inventory Management: Maintained precise book stock records and regular data backups to
safeguard operational integrity.
• Logistics Coordination: Coordinated logistics teams to optimize cargo movement and
enhance overall branch productivity.
• Cargo Inspection: Conducted detailed inspection surveys for dry and liquid cargoes onboard
shipping vessels.
• Regulatory Compliance: Collaborated with port authorities and vessel operators to ensure
accurate documentation and adherence to regulations.
Company industry:
Oil & Gas

Stock Market Trainer (International Markets)

January 2019 - March 2026

BEARSTREET RESEARCH & ANALYSIS PVT LTD

New Delhi, India

January 2019 - March 2026

• Mentored aspiring traders in technical analysis, trading strategies, and international market
operations.
• Managed trading floor risk to maintain profitability within strictly defined limits.
• Led recruitment and interviewing for trainee roles via face-to-face and online sessions.
Company industry:
Banking

Relationship Manager

March 2017 - March 2026

HDFC SECURITIES

Mangalore, India

March 2017 - March 2026

• Managed an AUM of 5 crore, providing real-time market insights and resolving trade
inquiries.
• Advised clients on market movements and portfolio optimization for equities and mutual
funds.
• Marketed specialized product offerings including bonds, debentures, and Gold ETFs.
Company industry:
Financial Services

Technical Support Associate

September 2015 - March 2026

CONVERGYS

Bengaluru, India

September 2015 - March 2026

• Provided remote technical support for Windows OS and Microsoft Office.
• Troubleshot Outlook configuration issues to minimize user downtime.
Company industry:
Call Centers & Customer Care Outsourcing

Customer Support Officer

March 2007 - March 2026

MPHASIS (A HP/EDS COMPANY)

Mangalore, India

March 2007 - March 2026

• Delivered Level 2 technical support for American Express employees, managing SCCM and
McAfee deployments.
• Marketed wireless devices and network plans to US-based clients.
Company industry:
Business Process Outsourcing (BPO)

Deputy Manager

January 2023 - December 2025

ICICI BANK

Bengaluru, India

January 2023 - December 2025

• Managed a high-value portfolio with a Current Account Savings Account (CASA) & AUM of
165 crore, advising on products including Savings & Current Accounts, Loans, Equities, and
Mutual Funds.
• Optimized financial portfolios for retail and HNI clients through strategic cross-selling of SGBs
and Insurance products.
• Streamlined loan and credit card disbursements by utilizing Origination Systems for rigorous
due diligence.
• Resolved complex client escalations while maintaining strict compliance with regulatory
frameworks.
• Surpassed targets related to asset and liability management (ALM) and new product
promotions.
Company industry:
Banking

Senior Executive

June 2022 - October 2022

AXIS SECURITIES

Bengaluru, India

June 2022 - October 2022

• Executed buy and sell orders for securities, managing a portfolio with an Assets Under
Management (AUM) of 10 crore.
• Delivered technical and fundamental investment recommendations to banca channel
customers to drive informed decision-making.
• Educated retail clients on diverse investment vehicles, including IPOs, managed accounts,
bonds, and Gold ETFs.
Company industry:
Banking

financial market trainer

January 2019 - August 2019

BearStreet Research and Analysis Pvt Ltd

Delhi, India

January 2019 - August 2019

• Recruiting candidates for the company either through face to face or through skype.
• Training and mentoring the selected candidates (Learner Trader) through the training process.
• Monitoring and Managing Risk Management of the Trading Floor.
• Delivering the learning materials through Remote for the Pune Branch.
• Promoting educational content through (YouTube) social media.
Company industry:
Financial Services
Job role:
Finance and Investment

Stock Market Trainer

January 2019 - January 2019

BEARSTREET RESEARCH & ANALYSIS PVT LTD

New Delhi, India

January 2019 - January 2019

• Mentored aspiring traders in technical analysis, trading strategies, and international market
operations.
• Managed trading floor risk to maintain profitability within strictly defined limits.
• Led recruitment and interviewing for trainee roles via face-to-face and online sessions.
Company industry:
Banking

Senior Equity Dealer

January 2018 - November 2018

RELIANCE SECURITIES

Mangalore, India

January 2018 - November 2018

• Executed equity market orders ensuring timely and accurate trade placements.
• Assisted clients with portfolio management to optimize long-term investment strategies.
Company industry:
Financial Services

Learner Equity Trader

January 2015 - January 2016

CAPSTONE SECURITIES ANALYSIS PVT LTD

Pune, India

January 2015 - January 2016

• Analysed and traded US equity markets (NYSE, NASDAQ, AMEX).
• Executed trades with strict adherence to a 5% risk limit for capital preservation.
Company industry:
Financial Services

Education

Mangalore University

December 2014

December 2014

Master's degree, International Business

India

GPA (percentage): 63%

GPA (percentage): 63%

Educates the on various concepts and aspects of International Business that a student have to get acquainted with inorder to understand how the global as well as domestic companies work under Indian Business Environment as well the Global ones. Have won 3rd place in International Forex Competition held by FXCC for the month of March 2013 Have done project by the name of Forex Risk Management onto how to mitigate the risks involved in Forex Market.
View attachment

University College

January 2014

January 2014

Master's degree, International Business

India

GPA (percentage): 61%

GPA (percentage): 61%

fx rates
View attachment

Canara Engineering College

January 2010

January 2010

Bachelor's degree, Computer Science

India

Skills

BANKING
Expert
BANKING
Expert
BANKING SERVICES
Expert
BANKING SERVICES
Expert
CROSS SELLING
Expert
CROSS SELLING
Expert
CUSTOMER SERVICE
Expert
CUSTOMER SERVICE
Expert
FINANCIAL MARKET
Expert
FINANCIAL MARKET
Expert
INVESTMENTS
Expert
INVESTMENTS
Expert
PORTFOLIO MANAGEMENT
Expert
PORTFOLIO MANAGEMENT
Expert
PROJECT RISK MANAGEMENT
Expert
PROJECT RISK MANAGEMENT
Expert
SALES
Expert
SALES
Expert
TECHNICAL ANALYSIS
Expert
TECHNICAL ANALYSIS
Expert
BANKING
Intermediate
BANKING
Intermediate
BANKING SERVICES
Intermediate
BANKING SERVICES
Intermediate
CROSS SELLING
Intermediate
CROSS SELLING
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SERVICE
Intermediate
FINANCIAL MARKET
Intermediate
FINANCIAL MARKET
Intermediate
INVESTMENTS
Intermediate
INVESTMENTS
Intermediate
PORTFOLIO MANAGEMENT
Intermediate
PORTFOLIO MANAGEMENT
Intermediate
PROJECT RISK MANAGEMENT
Intermediate
PROJECT RISK MANAGEMENT
Intermediate
SALES
Intermediate
SALES
Intermediate
TECHNICAL ANALYSIS
Intermediate
TECHNICAL ANALYSIS
Intermediate

Social profiles

Personal Website
Personal Website

URL removed due to policy violation. Please contact support for further information.

Languages

English
Native Speaker

Training and Certifications

Certifications
NISM Series 5-A: Mutual Fund Distributors Certification
NISM Series 15: Research Analyst Certification
NISM Series 21-A: Portfolio Management Services (PMS) Distributors
NISM Series 7: Security Operations & Risk Management
NISM Series 8: Equity Derivative Certification
Overview of Anti-Money Laundering (Risk
NISM Series 5-A: Mutual Fund Distributors Certification
NISM Series 15: Research Analyst Certification
NISM Series 21-A: Portfolio Management Services (PMS) Distributors
NISM Series 7: Security Operations & Risk Management
NISM Series 8: Equity Derivative Certification
Training
Portfolio Management Service
NISM Show credentials

Hobbies

  • Enjoy Badminton, social media and reading online news articles
    Won 3rd place in International Forex Competition held by FXCC for March 2013