Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Websites
Timeline
Generic
GAURAV MENON

GAURAV MENON

Thane

Summary

Dynamic financial analyst with nearly 3 years at State Street Syntel, excelling in operations management and client services. Proven track record in enhancing decision-making processes and streamlining workflows. Adept at fostering collaboration and delivering actionable insights, ensuring compliance while driving operational excellence. Skilled in trade execution and issue resolution.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Manager DIY

Kotak securities limited
wagle estate
08.2024 - Current
  • As the assistant manager in the demat account verification department, I checked the financial and other documents of clients to make sure they adhered to internal controls while also checking the risks involved in them.
  • Helped the department deal with HNI clients, advising HNI clients to select financial products.
  • Helped the technical team enhance the performance of the application by suggesting bugs that occur sometimes.
  • Experienced in streamlining workflows, generating actionable insights, and enhancing decision-making processes through effective data management.

Associate KPO

State street syntel pvt ltd
Navi Mumbai
04.2021 - 12.2023
  • As a Financial Analyst with over 2 years and 10 months of experience, I have honed my skills in portfolio management, performance analysis, financial reporting, fund transfers, and ensuring compliance with regulatory standards. Proficient in managing day-to-day operations of the Dealing Department, with a keen eye for detail, and a commitment to accuracy. Skilled in fostering strong client relationships and collaborating effectively with internal teams to drive operational excellence.
  • I have also been responsible for training new employees and developing current ones.
  • I have experience in handling client calls, providing action plans for concerns raised, and managing teams in the absence of my lead.

Education

B.Com - Investments and Securities

PONDICHERRY UNIVERSITY
Puducherry, PY
01.2020

High School - Commerce

Government Model Senior Secondary School
Port Blair, AN
01.2017

Skills

  • Operations management
  • Collaboration and teamwork
  • Client services and support
  • Trade execution
  • Process improvement
  • Issue resolution
  • Presentation delivery

Certification

https://www.linkedin.com/posts/gaurav-menon-709516295_learned-ethics-which-plays-vital-role-in-activity-7124098445446946816-9dJN?utm_source=share&utm_medium=member_desktop

Accomplishments

https://www.linkedin.com/posts/gaurav-menon-709516295_appreciated-for-good-work-activity-7125259448641540097-EtFa?utm_source=share&utm_medium=member_desktop

Timeline

Assistant Manager DIY

Kotak securities limited
08.2024 - Current

Associate KPO

State street syntel pvt ltd
04.2021 - 12.2023

B.Com - Investments and Securities

PONDICHERRY UNIVERSITY

High School - Commerce

Government Model Senior Secondary School

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GAURAV MENON