Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Arati kambli

Panvel

Summary

Professional in the financial services with over 6 years of experience operating in both domestic and international markets. Seeking a personality in the finance sector that us open to exploring different roles in the capital market.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Associate

State street
Kurla
04.2020 - 07.2024
  • Performing the cash reconciliation on investment manager data and custody data.
  • Working on external cash reconciliation on daily basis.
  • Researching cash exceptions – we have to co -ordinate with different parties involved in reconciliation like internal departments , custodians, clients etc.
  • Perform PLM cash recon breaks.
  • Working on cash exceptions in recon related to derivatives like collateral, swaps, Future. and work for resolving the cash breaks.
  • Identifying the root cause of issues and assisting the allocated team to a quick resolution.
  • Communicating with the settlement team and take Follow up to the with settlement team and custody on outstanding breaks on daily basis.
  • Escalated critical and aged issues as per escalation matrix.
  • Working on weekly reports which in turn help to maintain the volume in some extend.

Relationship Manager

HDFC Securities
11.2017 - 08.2019
  • Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
  • Handling customer portfolio.
  • Client acquisition and generating broking revenue.
  • Offering client to wide range equity products like F&O , Mutual fund and bonds.
  • Handling customer queries related to equity market.
  • Scheduled, arranged and attended meetings with customers to maintain trust.

Customer Service Executive

IDBI Intech Ltd
08.2016 - 07.2017
  • Addressing customer inquiries, concern and grievance across multiple communications such on calls and emails.
  • Delivering prompt and accurate information to ensure utmost customer satisfaction.
  • Maintained excellent customer satisfaction by delivering high-quality customer service and dealing with all matters appropriately.
  • Resolved customer complaints in timely manner.

Summer Intern -

LKP Securities
Mumbai
05.2015 - 07.2015
  • Analyse the stock movement to predict the trend, portfolio maintenance suggestion to the client as per the market trend.
  • Also provided valuable insights to help clients in buying / selling of their stocks to ensure optimum profit exploring the market condition, new business development and relationship management to ensure best service to the client.
  • Resolved customer complaints.

Education

MMS - Finance

YMT College of Management
Mumbai, MH
2016

BAF - Accounting and Finance

CKT College
Mumbai, MH
2014

HSC - Commerce

Mahatma Junior College
Mumbai, MH
2011

Skills

  • critical thinking
  • Problem solving
  • Full of positivity
  • Active listening

Certification

  • NISM Equity Derivatives Module VIII
  • NISM Mutual Fund Distibution VA
  • Tally Erp 9.0
  • MSCIT

Timeline

Senior Associate

State street
04.2020 - 07.2024

Relationship Manager

HDFC Securities
11.2017 - 08.2019

Customer Service Executive

IDBI Intech Ltd
08.2016 - 07.2017

Summer Intern -

LKP Securities
05.2015 - 07.2015

MMS - Finance

YMT College of Management

BAF - Accounting and Finance

CKT College

HSC - Commerce

Mahatma Junior College

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Arati kambli