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Saurabh Shingate

Saurabh Shingate

Student Internship

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location of Saurabh ShingateMumbai, Maharashtra, India

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  • Timeline

  • About me

    Operation associate at Sohum Asset Managers

  • Education

    • Sterling College of Arts,Commerce and Science

      2015 - 2017
      Under Graduate Bachelor in Management Studies

      Activities and Societies: NATIONAL SERVICE SCHEME Under Mumbai University Completed 12th and Completing Graduation

    • Sterling College of Arts,Commerce and Science

      2011 - 2017
      Undergraduate in Bachelor in Management Studies Management and specialization in Finance

      Activities and Societies: Cultural Group And National Service Scheme Completed 12th std and will be completing Graduation

    • ITM Group of Institutions

      -
      Executive MBA Finance, General A

  • Experience

    • BIRLA SUNLIFE INSURANCE

      Oct 2015 - Nov 2015
      Student Internship

      TO DEAL WITH CUSTOMERS AND INSURED MEMBERS AND PROJECT ON TRADING

    • Netafim agriculture financing agency

      Dec 2017 - Feb 2018
      Credit intern

      I was working as a intern in Netafim agricultural financing agency. It was a great experience working with employees of company and most important I learned a lot of new things and their importance.As an intern I carried out following responsibilities.1.How to extract and analyse CBC reports.2. I handled agri loan Disbursement from company by confirmation of authorized dealers.3. Handled Company's legal and technical MIS.4.As well the documentation process of customers and analyse it carefully.5. Learned about the eligibility for sanctioning loan from CBC reports.6. Carried out Personal discussion with customers for verification of various activities and reporting to heads. Show less

    • Invesco Asset Management (India) Private Limited

      Aug 2018 - Feb 2019
      Executive

    • Computer Age Management Services Limited

      Aug 2019 - Sept 2020
      Executive

    • ProAffluence Advisory Services Private Limited

      Sept 2020 - May 2024
      Assistant Service Manager

    • Sohum asset managers

      Jun 2024 - now
      Operations Associate

      1. Handling PMS individual and non individual account opening.2. Co-ordination with custody and fund accounting team3. Handling AIF folio creation with RTA KFIN4. Co-ordination with RM’s and distributors5. Tracking cash inflows and stock inflow of investors and giving RF Instructions to Custody and fund accounting team.6. Supporting for onboarding new software with custody and RTA with legal paperwork.7. Preparing and calculating buy allocation and sell allocation file post market and sharing with custody before cutoff time.8. Preparing equity trade file post market hours after receiving from broker by calculating per piece brokerage and STT and sharing same to Fund accounting team.9. Supporting operation head in compliance activity at fund level and AMC LEVEL. Show less

  • Licenses & Certifications

    • EFSET 36 Elementary (CEFR A2)

      EF Education First
      View certificate certificate

    • NISM V-A MUTUAL FUND DISTRIBUTOR CERTIFICATION

      National Institute of Securities Markets (NISM)
      Jul 2022

  • Volunteer Experience

    • TO MANAGE CROWD AND TO TELL PEOPLE ABOUT THE PROGRAMS AND CONVIENCE THEM TO JOIN

      Issued by PATHIK HRD INSTITUTE AND COLLEGE EVENTS on Sept 2014
      PATHIK HRD INSTITUTE AND COLLEGE EVENTSAssociated with Saurabh Shingate

    • Volunteer

      Issued by National Service Scheme on Aug 2014
      National Service SchemeAssociated with Saurabh Shingate