Jayesh Patil

Experience

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  ICICI Prudential Life Insurance Company Limited

  Jun 2008 - Jun 2009

  Financial Advisor

  Selling Life Insurance and Health Insurance Policy and handling Client Queries, Handling Client Portfolio,Switching Funds

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  Intelenet Global Services (Barclays Bank,UK)

  Mar 2009 - Dec 2009

  Customer Service Executive(Operations-Nostro Dept)

  WORKING FOR NOSTRO DEPARTMENT AND PAYMENT REMEDIATION DEPARTMENT.• Clear outstanding entries for the foreign currencies Deal. • Investigation of E-payments, originating from Banks and Financial Institutions across the globe in the form of Swift messages (MT103 & MT202) for Barclays Bank Plc. • Re-effect and Return of E-payments (Funds Tranfer). • Searching for payments, creating case and forwarding to relevant team • Key responsibility as a Team Member to ensure that daily SLAs are met to client’s satisfaction. • To Setup Case on Messages and send by E-mail, Swift etc. Processing of Electronic payments of Barclays Bank. (Electronic Payments through Automated funds transfer system)• Dealing in Account type such DDA, CFC, NOSTRO, VOSTRO, LED• Responsible for verification of SWIFT messages related to payments with transaction types (MT103, MT202, MT 010, MT 020,)• Sending various swifts such as MT195, MT295, MT192, MT292, MT199 and MT299.• Conducting daily team huddle and updating team members daily performances. • Highlighting team issues and disputes in team meetings.• Deals with different cut-offs of GBP, EUR, USD and other currencies and meeting Cut-offs of the currencies.• Training and monitoring new joiners for the process training.• Monitoring hourly queues and regularly interacting with onshore for high value payments.• Ensuring that the daily SLA’S are met to the client satisfaction.• Keeping team motivated by having various team activities. Show less

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  Sharekhan

  May 2011 - Jul 2011

  Summer Internship

  Successfully completed the individual summer internship project on " Investing using Fundamental Analysis" under the guidance of Mr Kalpesh shah (Branch Head)-Preparing Fundamental report using economical ,sectorial and company analysis.-Using different model to come up with Intrinsic value of the stock.-Ratio Anaysis-Also learnt about Technical Analysis.

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  Kotak Mahindra Bank

  Jun 2012 - Sept 2014

  Assistant Manager

  Risk Analysis...working as a Underwriter

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  Kotak Mutual Fund

  Oct 2014 - Sept 2018

  Product Manager

  Working with the Product team which includes the following responsibilities:*Developing New Product, Strategy & Positioning of Schemes*Preparing the Financial and Economical News Reports.*Preparing Product One pagers and Factsheet.*Preparing Important Events Reports.*Attribution Report and Analysis.

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  SBI MUTUAL FUND

  Sept 2018 - May 2021

  Product Manager
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  Edelweiss Asset Management Limited

  May 2021 - Apr 2023

  Senior Product Manager
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  IIFL Asset Management

  Apr 2023 - now

  Associate Vice President (AVP) - Products at IIFL Asset Management