
Ankit Dave
Implementation Executive Banker in Treasury & Security Services

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About me
Retail and Wholesale Trade (Operations) Manager at AZ Corporation
Education

University of Mumbai
2005 - 2008Bachelor of Commerce - BCom Accounting and Finance
Experience

J.P. Morgan
Apr 2008 - Apr 2009Implementation Executive Banker in Treasury & Security ServicesKey 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 2010Portfolio Analyst & Research ExecutiveKey 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 - nowEnterprising 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 - nowSales and Marketing Manager
Sept 2010 - Sept 2012
Licenses & Certifications

International English Language Testing System Exam
IDP IELTS IndiaMay 2022
Lean Six Sigma Yellow Belt Certification
JPMorgan Chase & Co.May 2008.webp)
MS-CIT
Maharashtra Knowledge Corporation Limited (MKCL)Jan 2002
Capital Markets by NCFM
SEBIMay 2007
Languages
- enEnglish
- hiHindi
- arArabic
- maMarathi
- guGujarati
- frFrench
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