Experience

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  Kotak

  Dec 2010 - Dec 2011

  Executive- client servicing

  • handling hni desk of kro to generate business and to solve the compliance issues.• handling risk management effective & efficiently for the client accounts to stabilize their margins.• generating the reports using fundamental and technical analysis of various commodities and communicate the clients of karnataka regional operations (kro). • provides training to the sales team and clients about derivative markets and insisting the benefits of trading in derivatives.• handling a dealing team and client complaints effectively.• to pro- actively attempt to identify exceptionally constant returns in client portfolios.• rebooking wrongly entered transactions correctly with due diligence. • updating client’s statements (including stocks held by him personally) in the reporting system with a motive of providing a consolidated report to the client that gives him an overview of his net worth.• preparing daily, weekly and monthly reports which include the details of various task performed at our end during the period.• contributing in preparation of business reports, presented to clients by team leads.• actively participating in client calls, held either to discuss some critical issues faced by the team or for training on some newly discovered cases. show less

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  Sharekhanbnp

  Nov 2011 - Feb 2014

  Hni desk advisor forex & commodities

  • handling hni desk of kro to generate business and to solve the compliance issues.• handling risk management effective & efficiently for the client accounts to stabilize their margins.• generating the reports using fundamental and technical analysis of various commodities and communicate the clients of karnataka regional operations (kro). • provides training to the sales team and clients about derivative markets and insisting the benefits of trading in derivatives.• handling a dealing team and client complaints effectively.• to pro- actively attempt to identify exceptionally constant returns in client portfolios.• rebooking wrongly entered transactions correctly with due diligence. • updating client’s statements (including stocks held by him personally) in the reporting system with a motive of providing a consolidated report to the client that gives him an overview of his net worth.• preparing daily, weekly and monthly reports which include the details of various task performed at our end during the period.• contributing in preparation of business reports, presented to clients by team leads.• actively participating in client calls, held either to discuss some critical issues faced by the team or for training on some newly discovered cases. show less

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  Jpmorganchase

  Jul 2014 - Jun 2017

  Operations analyst

  otc brokerage & fx, credits & rates billing

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  Cargill

  Jun 2017 - May 2020

  Process specialist

  commodities settlements

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  Jpmorganchase

  May 2020 - Jun 2021

  Team lead

  fx clearing & settlement

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  Bnp paribas cib

  Jun 2021 - now

  Associate manager

  foreign exchange & money market settlementsinterbank and corporate settlements swift transfers,