Ankit Nag
Kolkata
Summary
Assistant Manager at Kotak Securities with an MBA in Finance, specializing in operational and business development initiatives in financial services. Expertise in capital markets and investment products enhances client relationship management and regulatory compliance. Proven track record of driving growth and ensuring adherence to industry standards.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Assistant Manager
Kotak Securities
Kolkata
05.2025 - Current
- Managed end-to-end securities transactions, including SLBM deals, and ensured accurate trade execution.
- Utilized transaction monitoring systems to review alerts and escalate unusual patterns.
- Conducted impact analysis on portfolios due to corporate events, and advised clients accordingly.
- Monitored and analyzed aging debit reports to identify overdue accounts, ensuring timely follow-up and resolution of outstanding receivables.
- Communicated regularly with customers to gain insights into their needs.
- Reconciled discrepancies between bank statements and internal records.
Associate(intern)
Gretex Corporate Services LTD
Kolkata
08.2024 - 11.2024
- Recording accounting transactions on Tally.
- Maintain a ledger of debtors, creditors, and payroll entries.
- Updated and maintained databases with current information.
Education
MBA - Finance
Bengal Institute of Business Studies
Kolkata07-2024
Post Graduation Program in Financial Management(PGPFM) - Financial Management
Bengal Institute of Business Studies
Kolkata06-2023
Bachelor of Commerce - Accounting And Finance
Banwarilal Bhalotia College
Asansol08-2021
Skills
- Microsoft Excel
- Salesforce
- CRM
- Tally
- Nest software
Certification
- Chartered Institute for Securities and Investment (CISI)
- International Introduction to Securities & Investment (IISI), Level 3
- Global Securities Operation (GSO)
- Operational Risk (OR) - Level 3
National Institute of Securities Markets
- Equity Derivatives - NISM VIII
- Mutual Fund - NISM VA
Timeline
Assistant Manager
Kotak Securities
05.2025 - Current
Associate(intern)
Gretex Corporate Services LTD
08.2024 - 11.2024
MBA - Finance
Bengal Institute of Business Studies
Post Graduation Program in Financial Management(PGPFM) - Financial Management
Bengal Institute of Business Studies
Bachelor of Commerce - Accounting And Finance
Banwarilal Bhalotia College
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