Ashok Kumar

Experience

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  BNY

  Nov 2021 - Oct 2022

  Analyst

  • Responsible to prepare the pitch book of the client’s recommended stocks.• Performed to analyze the Form 10k(Annual Report) and the Financial Statements.• Took the data from the Financial Statements of the annual report to do the valuation part of the stock.• In the beginning to value the Relative valuation like P/E ratio, P/B ratio, P/CF ratio, P/S ratio, EV/EBITDA, PEG ratio, EPS, D/E ratio, ROE, CAGR for Sales, Profit and Stock Price.• Being a fresher in team able to handle the client escalation.• Engaged in providing daily updates on the stocks to the management through mail.• Performed a role of key resource in team.• Being a fresher able to deliver the outcome with maximum accuracy.• Performing individually for small cap companies and newly listed companies. Show less

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  Tata Consultancy Services

  Nov 2022 - Mar 2024

  Investment Analyst

  • Responsible for client deliverables - performing Transfer in or out request - using various tools ECLIPSE, C SAW C via multiple fund houses, as part of investment account closure - Transfers team to maintain the client protfolio and help the clients to off board.• Get in touch with client and provide production updates in daily basis - part of Error detection team to identify the errors & maintain the quality of delivery in the end to end process and ensure to uplift productivity of own.• To ensure completing all the business deliverables for the day, being a SME of a team, Trained new joines in scope of the process knowledge & handling Mutual fund products and cross trained in other teams in scope of support.• To ensure to provide recommendations of high return earning funds.• Processing stock transfer for mutual fund including equities and bonds, handling counterparties on various queries until fund transfer gets completed, most likely handled the wealthy customers and High Net worth Individuals portfolio in scope of transfers.• Knowledge in validating the counterparties SSI details and placing an instructions with fund house through fax/ mail/post system, get in touch with clients and direct contact with fund houses for placing an instruction and to know the transfer status.• Expert in investigation of the client records like, Transfer form, LOA, Maintaining the regular follow ups in scope to know the transfer status of the same.• Hands on experience in processing Transfer IN/ Transfer Out request for account level / ISIN level, expert in sanction screeing for counterparty and client, work allocation to team, regular follow ups and keep in touch with the client.• Being a SME - I have initiated an "Error log discussion" as an ideology to reduce the errors in team.• Suggested few macro ideas to help the team to reduce the manual work and it will automatically mitigate the human errors. Show less

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  BNY

  Aug 2024 - now

  Intermediate representative