Sandeep Amarnath

Experience

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  ICICI Securities Ltd.

  Aug 2009 - Mar 2010

  Relationship Manager

  As a Relationship Manager I was responsible for sale and service of financial products of ICICI group.Duties:1. Engaging customers and then providing them Investment Advisory. 2. Ensuring customer satisfaction by providing timely responses to the queries.3. Responsible to develop business, maximize revenue generation & achieve sales targets.

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  Northern Trust Corporation

  Jun 2010 - Jul 2014

  Senior Analyst

  Worked as part of Corporation Actions, Income processing team in the financial services industry dealing with internal clients, analysts and schedules. I started my career in NT as a part of a Pilot Batch, which was involved in Transition of a Euro-clear Income process (Fixed Income) from London to Bengaluru. Duties:1. To ensure daily income processing and reports are processed and generated in time. 2. To facilitate the efforts of income service team by coordinating with various internal departments such as Securities Lending, Trade and Settlement and Client queries.3. To ensure all income risk compliance, which includes anti money laundering and operations is in place.4. Informing higher management about any significant risk issue and follow-up the same with the risk management team.5. Supporting the Team Leader in ensuring operational efficiency of the team. 6. Mentoring junior team members.7. To document new income procedures.8. Upkeep of assigned accounts according to the procedure, verifying outside income funds, and reviewing Income transactions by interface with Euro-clear Bank and Internal Investment Manager Liaison Groups. Show less

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  Reliance Money Solutions Private Limited

  Jan 2016 - Jan 2017

  Elite Wealth Manager

  Reliance Money Solutions is “One Stop Shop for all your financial needs” and it is the distribution arm of Reliance Capital. At RMS, as an Elite Wealth Manager, I understand every customer’s unique needs and provide them customized financial solutions that will suit their financial needs at every stage of life.

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  HDFC AMC

  Feb 2017 - now

  Assistant Manager
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  Baroda Asset Management India Limited

  Feb 2019 - now

  Area Manager