Summary
Overview
Work History
Education
Skills
Awards
Certification
Areas Of Interest
Timeline
Generic

CHIRAG JOSHI

Gurgaon

Summary

"Experienced Investment Operations professional with 1.9 years of expertise in financial markets and investment banking. Skilled in trade settlement and portfolio administration, with a keen interest in securities market dynamics. Proactive learner, committed to expanding knowledge in securities market and valuation. NISM certified Research Analyst and Equity Derivatives dealer. Currently based in Delhi-NCR, Gurugram."

Overview

2
2
years of professional experience
1
1
Certification

Work History

Sr. SME Brokerage Operations at Wio Securities

Concentrix India Pvt. Ltd
Gurgaon
11.2023 - Current
  • Demonstrated expertise in daily trade settlement, cash reconciliation, and stock reconciliation within the international securities market, ensuring accurate and timely processing of transactions.
  • Proactively managed the maintenance of Travel Rule reports, ensuring compliance with regulatory requirements and facilitating smooth operations in cross-border transactions.
  • Played a key role in tracking and recording all corporate actions, including dividends, mergers & acquisitions, and other major events for stocks listed on the platform, ensuring accurate and up-to-date information for clients and stakeholders.
  • Successfully reconciled dividends and facilitated the processing of international swift payments to custodians for daily payment settlement, contributing to efficient financial operations and client satisfaction.
  • Applied meticulous attention to detail in adding stocks to the stock universe application for both US and UAE-listed securities, expanding the platform's offerings and enhancing its competitiveness in the market.
  • Collaborated with regulatory authorities, including the Securities and Commodities Authority (SCA) of the UAE, to ensure compliance with regulatory requirements and maintain accurate segregation reports, showcasing a commitment to upholding industry standards and best practices.
  • Managed customer relations by responding promptly to inquiries, complaints, and feedback.
  • Developed effective communication channels between internal departments.
  • Coordinated with other departments to ensure efficient operations.
  • Maintained up-to-date records of all transactions related to the operations activities.

Associate - Portfolio Administration /Business Operations

Incedo Technology Solutions Ltd.
Gurgaon
03.2022 - 08.2023
  • Proficient in performing comprehensive cash reconciliation operations, ensuring accurate and timely settlement of trades.
  • Expertise in analyzing emails , effectively resolving queries, investigating and resolving breaks in cash reconciliations and minimize financial risks.
  • Proficient in corporate action operations, including processing and managing various corporate actions such as dividends, merger, acquisition and right issues.
  • Processed wires proficiently and facilitated trade settlement including capital calls and distributions.
  • Played a Key role in trade reconciliation, diligently identifying and resolving breaks in cash reconciliation to maintain the accurate portfolio data
  • Handles day-to-day operations, using logical and analytical abilities.
  • Collaborated efficiently with team members , custodians and internal stakeholders to support overall portfolio management goals, while consistently delivering exceptional service to client.

Education

Bachelor's in Business Administration -

D.C.R.U.S.T, Sonipat

Masters in Business Administration - Finance

Chandigarh University

Skills

  • Excel
  • Word
  • HTML
  • Powerpoint
  • Asana Project Management Tool
  • Smartstream AIR

Awards

  • Achieved Star of the Month at Incedo Pvt Solutions Ltd., September 2022.
  • Coordinator in Youth Vibe fest at D.C.R.U.S.T.
  • Economics Money Olympiad, 2018

Certification

  • NISM Series VIII- Equity Derivatives
  • NISM Series XV- Research Analyst
  • IMA Quest 2019

Areas Of Interest

  • Sports
  • Music
  • Fiction Writing
  • Reading

Timeline

Sr. SME Brokerage Operations at Wio Securities

Concentrix India Pvt. Ltd
11.2023 - Current

Associate - Portfolio Administration /Business Operations

Incedo Technology Solutions Ltd.
03.2022 - 08.2023

Bachelor's in Business Administration -

D.C.R.U.S.T, Sonipat

Masters in Business Administration - Finance

Chandigarh University

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