Aarushi Gupta

Experience

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  Axis Bank

  Jun 2015 - Jul 2015

  Intern

  Learned functioning of a banking system and its products which includes NEFT, RTGS, drawing a cheque, cash deposits, working of ATM's and credit services.

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  Kotak Securities

  Jun 2016 - Jun 2017

  Assistant Manager

  Worked as an equity adviser with Kotak Securities. Managed the portfolio of prospective customers and assisted them with various equity and derivative options depending on their need and as per the market conditions.

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  Indus Valley Partners

  Feb 2018 - Jun 2018

  Operation Associate

  Ensured all trades are correctly reflected in the Portfolio Management System. It dealt with Instruments like Cash Equity, Equity Swaps, Sector Swaps, FX (Spot & Fwd), Futures, Options, ECP and Corporate Debt. Liaising with the fund administrators, custodians, prime brokers, ISDA counter parties and executing brokers to ensure all day to day responsibilities are done in a timely and accurate manner. Daily order input of trade executions, allocation of trades between various funds, PBs and ISDA accounts. Show less

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  HDFC securities

  Jul 2018 - Mar 2019

  Executive

  Engaged in client acquisition and assisting customers in handling their portfolio and catering to all their financial requirements. Dealt with all type of financial products which includes equity, derivative, mutual funds, insurance and loans.

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  SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

  Jul 2019 - Mar 2021

  • We Care Head, Social Responsibility Forum

    Apr 2020 - Mar 2021

  • Junior Member, Social Responsibility Forum

    Jul 2019 - Mar 2020
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  KJMC FINSERV GROUP

  May 2020 - Jul 2020

  Summer Intern
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  The Money Roller

  Jun 2020 - Aug 2020

  Corporate Project
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  HDFC Bank

  Jun 2021 - now

  Credit Risk Analyst