Harshit Awasthi

• Execute branch operations, ensuring smooth processing of Trade Products.
• Review processes for Risk Management, Controls Optimization, and efficiency improvement.
• Process regular, restricted, and legal transfers, including payments, receivables, trade transactions, and liquidity flows.
• Manage trade, clearing, and cash desk operations efficiently.
• Anticipate and respond to requests from internal and external clients and vendors.
• Ensure compliance with laws, rules, and regulations, and report control issues transparently.
• Develop comprehension of how the cash & trade operations team interacts with others to achieve objectives.

• Reviewed tax status under various sections to ensure timely payment.
• Assisted and verified month-end closing process and journal entries.
• Created routine financial reports, including bank reconciliation.
• Prepared key procedures for teams, including documentation, models, and presentations.

• Interacting with clients to update them on research calls and advising them on assets allocation within their portfolios.
• Making hedge position using derivative products. (Options/ Futures)
• Handling clients' queries and guide them on buy, sell, and hold strategy

· Achieved substantial target of client acquisition by using market expertise and business knowledge.

· Networking and building strong relationship with peers to facilitate Investment recommendation on Equity.

· Portfolio management by analyzing risk profile, understanding goals and allocating the optimum asset for client’s portfolio &providing them the need based product.

· Forming &applying derivatives strategy in live market.