Aman Srivastava

Aman Srivastava

Internship Trainee

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location of Aman SrivastavaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Credit Risk Deputy Manager at Kotak Securities

  • Education

    • Ritambara Vishwa Vidyapeeths Malini Kishor College of Commerce and Economics

      2020 - 2022
      Postgraduate Degree Master of commerce 9.21 CGPA
    • University of Mumbai

      2017 - 2020
      Bachelor's in Management Studies Finance and Financial Management Services
  • Experience

    • 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

    • BNP Paribas - Securities Services

      Jun 2021 - Jun 2023
      Associate
    • Unified Mentor

      Jul 2023 - Oct 2023
      Data Scientist
    • Kotak Securities

      Oct 2023 - now
      Deputy Manager
  • Licenses & Certifications

    • Certificate Course in Capital Market

      Maharashtra Business Training Board (MBTB)
    • Certificate Course in Operating System and Application Management

      Maharashtra Business Training Board (MBTB)
    • Certificate Course in Business Management

      Maharashtra Business Training Board (MBTB)
    • Certificate Course in Tax Administration

      Maharashtra Business Training Board (MBTB)
    • Certificate Course in Computerized Accounting

      Maharashtra Business Training Board (MBTB)
    • Certificate Course in Advance Computerized Accounting

      Maharashtra Business Training Board (MBTB)
  • Volunteer Experience

    • Finance Advisor

      Issued by DLLE, Mumbai University (Department Of Lifelong Learning and Extension) on Jun 2020
      DLLE, Mumbai University (Department Of Lifelong Learning and Extension)Associated with Aman Srivastava
    • Fundraising Volunteering

      Issued by CRY - Child Rights and You on Jun 2023
      CRY - Child Rights and YouAssociated with Aman Srivastava