Bhavika Songire
Associate Consultant
Mumbai,MH
Summary
Enterprising Financial Analyst with proven success 5.8 years in international financial markets and banking domain. Good knowledge of Capital market, Money Market Derivatives, Futures as well as financial Software's like Bloomberg, Thomson Reuters etc. A computer literate with high proficiency in MS Office, Internet & other Basic knowledge of Computer.Security set up for trade settlement of offshore clients & dealing with different type of investment such as Debt (Corporate Bond,Municipal Bond, etc.) Equity (Common Stock, Mutual Fund, etc.) Derivative (Option, Futures). Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
7
7
years of professional experience
Work History
Associate Consultant
Capgemini
04.2025 - Current
- Working in Wealth Management Private & Commercial Banking (WMPC) domain into reference data.
- Monitoring and ascertaining the product Risks and classifying them based on the inherent risk associated with the Financial Instruments.
- Understanding client requirement for setup of various securities on system.
- Performing the activities on timely manner and adhering to stringent TATs.
- Internal quality control check of openings and amendments of the fund and providing process trainings to new members.
- Following with the data vendor to open instruments as well as using Bloomberg for checking asset class.
- Performing daily checks to monitor and make necessary changes in static data and market data due to corporate actions.
- Maintaining awaiting file on daily basis, handling mailbox and attending client calls for queries and escalations.
Associate Finance Analyst
StateStreet Syntel Services Pvt Ltd
05.2021 - 04.2025
- - Security set up for trade settlement of offshore clients & dealing with different type of investment such as Debt (Corporate Bond, Municipal Bond, etc.) Equity (Common Stock, Mutual Fund, etc.) Derivative (Option, Futures)
- - Processing securities through the system like Asset Control and Multiple Currency Horizon (MCH) for Valid and Dummy Securities.
- - Analysing and gathering various data from different vendor sources such as Bloomberg, Euro clear, London Stock Exchange, Interactive Data Corp, Depository Trust Company for accurate securities setup for Fixed income, Mutual Fund, Common Stock, Money Market instruments, Municipal Bonds, Derivatives etc., to be set up in the clients RKS.
- - Expertise in using Bloomberg and Reuters for Various security Details.
- - In depth knowledge of different products like Equities, Derivatives, Fixed Income.
- - Ensure that SLA's are under control and managed for given tasks/Reports.
- - Handling Clients Email/ queries and providing services to them regarding their Product requirements (Shares /Bond /Derivative’s/ ETF, etc.) within defined TAT. Interacting with different clients/counter parties from different countries such as Hong Kong, Japan, Australia, Great Britain, USA, Taiwan, Canada, etc. for their Requirements. Managing IMT, GTM, BUAT and Changes(LEVEL-II) queue. Live trading platform.
Deputy Manager (M2)
Kotak Mahindra Bank Ltd
09.2020 - 04.2021
- - Provide banking services to existing s customers
- - Manage and grow a client portfolio that mainly focuses on Investment and loans.
- - Managing Sales of Home Loan Product and other banking products. Also Sourcing business through open market through different channels.
- - Support the bank’s strong relationship banking culture through ongoing customer contact, quality customer services and good product knowledge.
- - Design, implement and maintain bank revenue objective.
- - Develop and maintain strong relationship with the clients for repeat business or referrals.
- - Responsibilities include the development, preparation and promotion of home loan programs.
- - Ensure the achievement of given business target.
- - Aligning with the marketing team on ground lead generation activities for Sales Client- Central Bank Of India( Data Center)
Assistant Manager
ICICI Bank Ltd
05.2019 - 03.2020
- - Provide banking services to existing salaried customers of tie-up companies.
- - Build customer relationship with mapped client and tie-up companies
- - Manage and grow a client portfolio that mainly focuses on Investment and loans.
- - Sourcing business through open market through different channels.
- - Support the bank’s strong relationship banking culture through ongoing customer contact, quality customer services and good product knowledge.
- - Design, implement and maintain bank revenue objective.
- - Managing Sales of Home Loan Product and other banking products
- - Sourcing business through open market through different channels.
- - Responsibilities include the development, preparation and promotion of home loan programs.
- - Aligning with the marketing team on ground lead generation activities for Sales. Experience with performance testing, security testing, and other non-functional testing techniques is a plus.
Education
MBA In Finance -
ITM University
Vadodara03.2019
B.Com - Accounting
M.S. University
Vadodara03.2016
Accomplishments
'Titan Of The Month Award'
For for Outstanding performance, Quality and Commitment towards work.
'Spot Recognition'
for Work & Continuously support for weekend Coverage from Several Month for specific Clients.
Industries
- BFSI
- Capital Market
Timeline
Associate Consultant
Capgemini
04.2025 - Current
Associate Finance Analyst
StateStreet Syntel Services Pvt Ltd
05.2021 - 04.2025
Deputy Manager (M2)
Kotak Mahindra Bank Ltd
09.2020 - 04.2021
Assistant Manager
ICICI Bank Ltd
05.2019 - 03.2020
B.Com - Accounting
M.S. University
MBA In Finance -
ITM University