Aman Srivastava

Experience

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  Aarna Services (AP- Motilal Oswal Financial Services)

  Nov 2020 - May 2021

  Internship Trainee

  Responsibilities:• Nurtured client relations, catering to over 100 demat accounts. Offered personalised investment guidance and prompt assistance to achieve financial objectives.• Executed trades for a high-value portfolio exceeding $100,000, ensuring precise and prompt order placement across a diverse range of financial instruments, encompassing equities, derivatives, and various other asset classes.• Led the management of a diverse portfolio comprising financial instruments valued at $25,000, encompassing equities, derivatives, and gold.• Complete an analysis of the collateral and/or loan covenants/ events of default to determine the potential loss in a default situation. Independently identify and clearly articulate risks and mitigating factors that could impact the client's ability to repay the loan. Recommend a course of action with clear and concise rationale.• Understand and clearly articulate geo-political risks and jurisdictional issues that impact our domestic and clients.• Work with Risk Support and Closing partners to ensure a seamless and timely delivery of credit to the client, while maintaining a strict regulatory and control environment. Special projects will be assigned as appropriate. Show less

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  BNP Paribas - Securities Services

  Jun 2021 - Jun 2023

  Associate
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  Unified Mentor

  Jul 2023 - Oct 2023

  Data Scientist
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  Kotak Securities

  Oct 2023 - now

  Deputy Manager