
Timeline
Skills
Capital marketsFixed incomeTrade fund managementInvestmentsFinancial analysisFinancial marketsCredit analysisCredit riskRisk managementCash managementBond marketsIndex fundsCppiSettlementBloombergMutual fundsBondsAsset managementMacroeconomic fundamentalsCompliance monitoringNegotiationAbout me
A Chartered Accountant (CA) with 11 years of post-qualification experience in Financial Investments - Fund Management & Fixed Income Trading
Education

Cfa institute
-CfaLevel I completed

University of calcutta
2000 - 2003Bachelor's degree commerce
The institute of chartered accountants of india
2003 - 2007Ca financeChartered Accountant
Experience

Icici prudential life insurance company limited
May 2007 - Apr 2017Role:• Fund Management a) Actively manage the interest rate curve, duration and credit exposures within the portfolio against benchmark and peers b) Closely monitor economic indicators and analyze news/issues impacting domestic/international markets• Traditional Funds ALM Management• Trading in Sovereign bonds, Corporate bonds, Money Market Instruments & investing in Mutual Funds and Fixed Deposits• Daily liquidity management across 150+ funds• Ensure Investments in accordance with Investment policies, Industry guidelines and regulatory norms (IRDA)Attribution Analysis & Fund Performance monitoring• Manage the Constant proportion portfolio insurance (CPPI) fund (INR 50bn+)Advisory and Research • Credit Analysis of companies/ securities• Credit Council Presentation to top management- A top-down evaluation of Company’s overall Debt Portfolio and recommendations. Show less Role:• Settlement & Netting of Trades (Equity & Fixed Income)• Ensure deals & reporting (Equity & Fixed Income) are in compliance with Regulatory norms, Industry and Company Guidelines• Liasoning with counterparty/ Custody/ Banks/ Fixed Income Dealers/ Fund Managers• Cash Management • Reconciliations (Banks & Securities)Job Responsibilities:• Ensuring utilization of daily business inflows towards investments. Daily average turnover of INR 40 bn • Maintaining positive balance across all the (100+) schemes • Regular internal/statutory limits monitoring and exception reporting• Coordinated concurrent, statutory, SOX and other regulatory audits for the departmentSpecial Assignments• Implementation of Straight Through Processing (STP) for equity settlement• Cash Flow Streamlining & Automation• Implementation of Direct Market Access (DMA) Show less
Chief Manager-Investments
Jan 2011 - Apr 2017Chief Manager - Investments
May 2007 - Apr 2017Manager- Treasury & Inv Ops
May 2007 - Dec 2010

Bharti axa life insurance
Apr 2017 - Mar 2019Fund manager fixed incomeFixed Income Fund Manager - ULIP and Traditional funds

Hdfc life
Apr 2019 - nowFund managerFixed Income Fund Manager
Licenses & Certifications

Integrated treasury bourse programme, bond mathematics and introduction to indian treasury markets
FimmdaJan 2011
Bond mathematics workshop
Jan 2009
Finance essentials workshop
Jan 2007
Advanced corporate credit risk analysis programme
Crisil global research & risk solutionsJan 2011
Workshop on derivatives
Icici prudential life insurance company limitedJan 2009
Languages
- enEnglish
- hiHindi
Recommendations

Sai kit tsang
General Bar Manager for Mark WarnerGreater Chambery Area
Emma darling
Entrepreneur, Brand strategist. Public Relations & Marketing. Head of Social Media at Fits london.London, England, United Kingdom
Lesia tkacz
Researcher specialized in studying AI and its sociotechnical facets. Developing Natural Language Pro...University of Southampton
Diego miguel
Coordenador de laboratório | Hospital de Base de BauruBauru, São Paulo, Brazil
Franck s.
Director, Project ManagementUnited Kingdom
Mansi shah
Technical educator - SkinMumbai, Maharashtra, India
Cakra buana
Product at Aruna Indonesia | Product & Project Management Enthusiast | Ex-Project Management Intern ...Jakarta, Indonesia
Jens christian peterson
Afdelingsdirektør hos Danske Bank A/SCopenhagen, Capital Region of Denmark, Denmark
Angela reimund
Administrative Support Assistant at the Division of Senior and Disabilities ServicesJefferson City, Missouri, United States
Alan cases
Maintenance Supervisor at Emirates Global Aluminium (EGA)United Arab Emirates
...