Ankit Dave

Ankit Dave

Implementation Executive Banker in Treasury & Security Services

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location of Ankit DaveGreater Monrovia, Montserrado County, Liberia

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  • Timeline

  • About me

    Retail and Wholesale Trade (Operations) Manager at AZ Corporation

  • Education

    • University of Mumbai

      2005 - 2008
      Bachelor of Commerce - BCom Accounting and Finance
  • Experience

    • J.P. Morgan

      Apr 2008 - Apr 2009
      Implementation Executive Banker in Treasury & Security Services

      Key Skills  Worked as Implementation Executive Banker in Treasury & Security Services line of business, Responsible to Serve U.S. & EMEA Clients by maintaining DDA accounts, Specialized in Maintaining, opening & Closing (Current) DDA Accounts of JPMorgan Clients using Various Banking Software’s Like RUMBA, MAINFRAME programs. Preparing Productivity Reports for entire team on Quarterly & Annual basis. Duties Logging into “Deal Manager” a JPMC Bank site & allocate client requests to all associates. Opening & closing JPM DDA accounts as per client requests on day to day basis. Maintenance of JPM DDA accounts by linking & de-linking services like fund transfers,sweep,lockbox, TS link & credit note. Interact with clients via e-mail & making phone calls on required basis. Update deal manager after completing client request and forward it same to the client. Show less

    • Tata Consultancy Services Ltd

      Apr 2009 - Sept 2010
      Portfolio Analyst & Research Executive

      Key Skills Worked as Portfolio Analyst & Research Executive,  Portfolio Accounting Reconciliation, under Security Fund Services (SFS) Department. Responsible to Serve U.S. & EMEA Clients by Reconciling Mutual Funds,  Bonds and handling Portfolio of Asset Managers in US & EMEA and  Preparing Audit Reports on Quarterly & annually basis. By using Multi Fond System & Bloomberg.

    • A-Z Corporation

      Sept 2010 - now

      Enterprising Retail and Wholesale Trade Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations.Experienced to plan, organize, direct, control and evaluate the operations of establishments that sell merchandise or services on a retail or wholesale basis. Manage and administer the employees and allocate the daily responsibilities and tasks.Experienced Trade Manager in both wholesale and retails department, focused on supporting cross-functional teams to increase customer satisfaction through process improvements. Respectful and respected professional with exceptional knowledge of developing strategic plans for service excellence. Strategic leader with a track record of successfully expanding market share while ensuring existing client loyalty. Superior organizer capable of leading multiple departments and third-party resources while ensuring financial objectives are met. Show less Recognized for consistently meeting all marketing targets to improve profitability from existing products, launch new products in the market, creating initial brand-awareness, and providing Sales Leads.Fully responsible for product launch including market-research, branding and advertising of all existing and new products to be launched.Drive a solution set across development teams through market requirements, product contract and positioning. Served as senior sales executive in the company and achieved major sales targets.Led a team of 6-executives to manage all marketing activity and devolve marketing budgets to staff.Develop new clients by going upcountry and in interior parts to create 100 % product availability among all competitors.Sales through various Promotional Activities (CBYs, Van Activity etc), Establishing a healthy relationship with retailers, effectively handling the Retailers, Promoting Sales through Visibility in my area. Show less

      • Retail and Wholesale Trade (Operations) Manager

        Oct 2012 - now
      • Sales and Marketing Manager

        Sept 2010 - Sept 2012
  • Licenses & Certifications

    • International English Language Testing System Exam

      IDP IELTS India
      May 2022
    • Lean Six Sigma Yellow Belt Certification

      JPMorgan Chase & Co.
      May 2008
    • MS-CIT

      Maharashtra Knowledge Corporation Limited (MKCL)
      Jan 2002
    • Capital Markets by NCFM

      SEBI
      May 2007