Bhavya Shah
Mumbai
Summary
Analytically sharp Treasury Operations Analyst known for high productivity and efficient task completion. Excel at communication, teamwork, and problem-solving approach.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Treasury Operations
Axis Bank Ltd
Mumbai
01.2024 - Current
- Monitoring the internal rating status of bonds.
- Monitoring security creation, along with follow-up with debenture trustees.
- Daily monitoring of credit ratings.
- Weekly monitoring of listing status for bond purchases.
- Weekly monitoring of Regulation 27, where the bank has acted as a merchant banker.
- Monthly updating of the end use/utilization data of bond issuance.
Assistant Manager of Operations
Kotak Securities Ltd
Mumbai
07.2022 - 01.2024
- Monitored daily operations, ensuring efficiency, accuracy and compliance with policies and procedures.
- Managing trade settlement, the pay-in process of equity, and mutual funds back office coordination.
- I participated in the Project of Portfolio Reconciliation, in which I coordinated with the IT professional to maintain the consistency of all the securities in clients' portfolios with debits and credits, taking into account all the market events: demergers, mergers, splits, and share repurchases.
Digital Relationship Manager
HDFC Securities
Mumbai
12.2021 - 06.2022
- Developed and implemented comprehensive digital marketing strategies to maximize customer engagement and brand awareness.
- Planned, coordinated, and executed email campaigns to drive customer loyalty and increase sales.
- Educated customers regarding the investment products: mutual funds, equity market, and ETFs.
- Activated existing, inactive clients from the given database.
Customer Service Representative
Wipro Ltd
Mumbai
06.2019 - 05.2020
- Answered customer inquiries and provided accurate information regarding products and services.
- Assisted customers with scheduling the pickup, billing, returns, and technical support.
- Maintained client-level delivery quality through chats and email.
Education
Post Graduation Diploma - Finance
Poddar Academy
Malad01-2021
Skills
- Monitor operations
- Finance operations
- Problem-solving ability
- Excel - Intermediate
Certification
- Equity Derivatives Series 8 NISM
- RSI indicator trading
Languages
Gujarati
First Language
English
Intermediate (B1)
B1
Timeline
Treasury Operations
Axis Bank Ltd
01.2024 - Current
Assistant Manager of Operations
Kotak Securities Ltd
07.2022 - 01.2024
Digital Relationship Manager
HDFC Securities
12.2021 - 06.2022
Customer Service Representative
Wipro Ltd
06.2019 - 05.2020
- Equity Derivatives Series 8 NISM
- RSI indicator trading
Post Graduation Diploma - Finance
Poddar Academy
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