BHARAT GHOGIKAR
Investment Banker
Mumbai, India
Summary
To Work for an organization that provides me the opportunity to improve my skills and knowledge to grow along with the organization's objective, I am always willing to learn and gain new knowledge and experiences with my seniors.
Overview
4
4
years of professional experience
1
1
Certification
4
4
Languages
Work History
Business Process Delivery Associate
Accenture Solutions Pvt Ltd.
10.2021 - 11.2022
- To perform the day-to-day operations to deliver quality service to internal/external clients within established service levels.
- Monitoring & follow-up Investigate and resolve trade errors and ensure all Equity trades are settled effectively and on time.
- Ensure that all trades are 100% pre-matched with the counterparty before Value Date-1.
- Follow up with the Custodian / Counterparty for the Failed Trades.
- Ensure timely matching, fail to code, fail to chase, cross-check for the trade with a counterparty, check for all economic and non-economic details with a counterparty, and Fail narration on all the trade.
- Ensuring that all trade transactions are efficiently supported and also ensuring seamless day-to-day processing of trades.
- Collaborated with team members to meet tight deadlines during peak delivery periods.
- Taking ownership of all the deliverables being sent out by the team with proper review checks before trade processing.
- A Pre-matching SME always provides comprehensive, in-depth consulting and leadership to the team and partners at a high technical level and also maximizes the team's operational efficiency and strong process.
- Respond promptly and accurately to requests & inquiries from the Front Office, Client Service, Custodian, and external brokers.
- Middle office operations provide high level financial analysis, financial modeling, business and industry research and due diligence support.
- Trades reconciliation is to check and verify that an organization is holding the same number of securities with a counterparty, as per the counterparty's internal system statements.
Sales Executive
HDB Financial Services
03.2019 - 03.2021
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Utilized internal lead referral tools to solicit new business opportunities and contacts.
- Increased sales with the execution of full sales cycle processing from initial lead processing through conversion and closing.
- Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
- Met with customers to discuss and ascertain needs, tailor solutions, and close deals.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Utilized internal lead referral tools to solicit new business opportunities and contacts.
Education
Bachelor of Commerce - Commerce
04.2001 - 05.2017
Higher Secondary School Certification - Commerce
04.2001 - 05.2014
Secondary School Certificate - Marathi Medium
04.2001 - 05.2012
Skills
Active Listening
Good Team-player
Decision-Making
Problem-Solving
Time Management
Excellent Communication
Adaptability and Flexibility
Attention to confidentiality
Teamwork and Collaboration
Passions
- Reading Books
- Always Willing to Learn
- Sports
Certification
Certified Investment Banking Operations Professional
Timeline
Business Process Delivery Associate - Accenture Solutions Pvt Ltd.
10.2021 - 11.2022
Certified Investment Banking Operations Professional
11-2020
Sales Executive - HDB Financial Services
03.2019 - 03.2021
Akbar Peerbhoy College of Commerce & Economics - Bachelor of Commerce, Commerce
04.2001 - 05.2017
Akbar Peerbhoy College of Commerce & Economics - Higher Secondary School Certification, Commerce
04.2001 - 05.2014
Hume High School - Secondary School Certificate , Marathi Medium
04.2001 - 05.2012