Ajay Kumar
Investment Banking
Gurgaon
Summary
Experienced and detail-oriented investment banking professional with a strong history of working in fixed income trade settlement and clearance operations. Proficient in post-trade processing and ensuring compliance with regulatory standard.
Overview
12
12
years of professional experience
3
3
Certifications
1
1
Language
Work History
S.M.E
Citicorp Services India Pvt Ltd.
05.2025 - 04.2026
- Managed and updated securities master data across Equity, Fixed Income, Derivatives and FX asset classes.
- Ensured accuracy of instrument attributes (ticker, currency, coupon, maturity, issuer, ratings, MIC code, etc.).
- Provide technical support on daily production in security pricing, corporate actions, Fixed income instrument processing.
- Ensured timely onboarding of new instruments for trading and settlement activities.
- Contribute to processing corporate actions in timely and accurately manner.
- Work on applications: Bloomberg, Reuters, IDC, Multifonds and Markit.
Team Developer
Bank of America
08.2018 - 05.2025
- Acted as a Team Developer in Bank of America for G.W.O (Global Wealth Operation).
- Transferring the Fund from Bank of America to Merrill Lynch accounts and vice versa for their clients.
- Reconciling and managing numerous Merrill lynch brokerage accounts.
- Reviewing and processing the brokerage account without miss SLA.
- Managing and supporting the branch CA & FA to onboard accounts and their portfolio.
- Preparing process manuals, providing on-floor training to co-team members and new joiners.
- Managing and handling numerous queries on a regular real time basis.
- Working on report like daily productivity, Quality, SLA reports.
Process Developer
Genpact India Pvt. Ltd.
10.2014 - 08.2018
- Responsible for Reviewing & Monitoring transactions of Westpac.
- Accounts for management funds/ Payment and reporting all suspicious activities.
- Handled all the Funds and case load redemption (units, dollar) Investment, performed analysis and followup.
- Mentoring and coaching to new team members joined within the process.
- Responsible to meet SLA and accuracy.
Education
Diploma - Industry mentored project certificate in Derivatives
BSE Institute Limited
Online ModeM.Com - Finance
IGNOU
New DelhiB. Com - undefined
School of open learning, University of Delhi
Sr. Secondary - undefined
B.S.E.B.
Secondary - undefined
B.S.E.B.
MBA - Finance
Manipal University Jaipur
Jaipur09-2025
Skills
Microsoft excel
Microsoft word
Power point
Trade support
Investment product
Accomplishments
- Best team Player: Awarded as a best team player award in 2017 for the best performance in the team
- Silver and Bronze award for the performance
- Filed one idea for process improvement (Accuracy improvement).
Certification
Advance Global market (Derivative and all) - Bank of America.
Timeline
S.M.E
Citicorp Services India Pvt Ltd.
05.2025 - 04.2026
Team Developer
Bank of America
08.2018 - 05.2025
Process Developer
Genpact India Pvt. Ltd.
10.2014 - 08.2018
M.Com - Finance
IGNOU
B. Com - undefined
School of open learning, University of Delhi
Sr. Secondary - undefined
B.S.E.B.
Secondary - undefined
B.S.E.B.
MBA - Finance
Manipal University Jaipur
Diploma - Industry mentored project certificate in Derivatives
BSE Institute Limited
PERSONAL VITAE
Declaration : All information in this resume is true and correct to the best of my knowledge and belief. Date – Place - (Ajay Kumar)