Experience

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  Nirmal bang

  Nov 2018 - Jan 2019

  Intern

  Stock broking company offering a range of financial products and services to retail and institutional clients.- Recommending options and futures strategies released by the firm- Leveraged personal network as well as marketing leads to add new clients for the firm.

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  Porecha global securities private limited

  May 2019 - Jul 2019

  Internship trainee

  Investment & Advisory firm dealing on behalf of institutions, HNIs and UHNI's- Processed orders for institutions during trading hours- Assisted client registration desk in doing compliance procedures - KYC and central KYC for new clients.

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  Kredere wealth partner pvt ltd

  Jun 2020 - Aug 2021

  Business development executive

  The company is a wealth management firm that caters to select HNI and UHNI.- Track the bond market especially ratings, yields and prices to determine stock specific impact.- Reconciling client portfolios and calculating returns to present the current returns and forecast future returns.- Understanding and analyzing the trends in the market to suggest ideal investment options.- Attend investor conferences and webinars to share investment trends and ideas to the research team.

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  Anykrowd

  Apr 2022 - Jun 2022

  Market research intern

  - Seek and provide information to help companies strategize their position in the marketplace.- Conducted research for potential growth market for expanding its reach in countries like France, Netherlands, U.K.etc.- Conducted financial performances to recommend which regional market to enter, why and what margins would be required- Researched best expansion strategy per country based on local insights & findings, cost model, reach, culture etc.- Studied the competitors landscape per country and map the country’s existing competitors offers and current usage, popularity, cost model and company sizes.- Did a channel distribution study and suggested which distribution would work for which country according to the cost model Show less

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  Euroclear

  May 2023 - Oct 2023

  - Reviewed a range of securities prospectuses, classifying them correctly and making sure the relevant teams were assigned to them. - Created thorough pending files, gathering essential data for the creation and issuance of securities for several teams. Kept a close eye on urgent cases and moved them along quickly to meet deadlines. - Served as the main point of contact for client support staff with questions about securities, effectively referring them to the appropriate teams for a timely response. - Monitored highly traded bonds every day and prepared report to provide market insights. Additionally, produced reports for well-informed decision-making by tracking volatile bonds on a weekly and monthly basis. Show less - Generated security codes to expedite dividend payment processing while assuring accuracy and compliance with specified norms. - Maintaining updated securities records in line with depository regulations, promoting regulatory adherence and precise setting. - Served as a primary point of contact for depository institutions, answering questions about SWIFT messaging or securities and actively following up on any unresolved issues to guarantee quick resolution. - Actively involved with DTCC and SWIFT, overseeing updates to securities operations, improving operational efficiency, and maintaining quality standards. - Utilized Salesforce to respond to customer queries, proactively spotting and resolving inconsistencies in securities-related cases, and generating tickets as required for thorough issue monitoring and resolution. Show less

  • Pre Payment Income

    Sept 2023 - Oct 2023

  • New Issues Acceptance Operation Ananlyst

    May 2023 - Aug 2023