Harshvardhan Sane
Financial services
Mumbai,MH
Summary
Hardworking individual who's enthusiastic about taking new challenges and providing high-quality output. Highly organized and detail-oriented with great multitasking and task prioritization skills.
Overview
6
6
years of professional experience
Work History
Senior Associate (Hedge Funds)
Morgan Stanley
1 2021 - Current
- Reconcile cash positions and matching those with the respective orders booked for the
- investors.
- Managed 10 clients and all their monthly and quarterly activities.
- Tagging all the Investor query emails and order requests to the respective investor/funds.
- Matching and validating the cash on daily basis and ensuring all the cash is moved to the client.
- Setting up the wire instructions and reaching out to investor/client for any discrepancy.
- Managing team inbox and working on all the investor query's emails and requests.
- Checking and reviewing the trade booked by other members on the team and providing honest feedback.
- Performed order booking for stand- alone funds (onshore – offshore) as well master –feeder funds.
- Worked on all sorts of transactions types (Initial subscription, Transfer and Redemptions)
- Performed a fund launch and ensured all the orders were booked on time and all the cash was moved to the client on time. (Received appreciation for it)
- Assisted the team with daily reports (YE) on which the trade allocation was dependent.
- Coaching and helping the newly joined staff with the order booking process and investor and counter partner query emails.
- Worked in enhancing the order booking system (UI) for online order booking.
- Managed the team and ensured all the team members completing their daily actives.
- Build good work relationship with the other assistants both domestic and NY teams.
Customer service associate-Voice
Teleperformance
10.2020 - 06.2021
- To serve the customer via calls and emails.
- Providing detailed information about the products and services.
- Listing to the customers query and providing with accurate and quick solution.
- Convincing the customers to buy additional products and membership plans.
Research Analyst
Jay Capital
01.2019 - 01.2020
- Trading in Equity & Derivative Market (F&O).
- Generating intraday & Swing calls in Equity & Derivative market.
- Buying and selling of stocks on daily basis.
- Analyzing and studying chart patterns for buying stocks.
Junior Research Analyst & Client Servicing Executive
Sharewolves
01.2018 - 04.2019
- Buying and selling of shares for clients.
- Trading in derivative market (F&O)
- Generating intraday calls in Equity & F&O ( 3 to 5 per day)
- Handling the web marketing and promoting the technical analysis course on social media and by calling the potential customers.
- Develop and maintain existing client relationships.
- Interact and correspond with prospective clients.
Education
MBA -
Welingkar Institute of Management Development & Research
B.M.S -
Kapol Vidyanidhi College of Management & Technology
H.S.C. -
Saraf College of Arts & Commerce
S.S.C. -
Swami Vivekanand International School, Mumbai
Skills
- Decision-Making
- Team work
- MS Office
- Problem Solving
- Active Listening
- Critical Thinking
- Analytical Skills
- Interpersonal Communication
- Flexible Schedule
- Customer Service
- Time Management
- Relationship Building
Accomplishments
- Star employee of the month in February 2024 (Morgan Stanley)
- Star employee of the month in August 2023 (Morgan Stanley)
Certifications
- NISM Mutual Fund VA Certificate 2020
- LIC Certificate 2019
- Successfully completed Technical & Fundamental analysis course (stock market), 2018
- Successfully completed DTP course, 2013
Extracurricular Activities
- Best bowler in cricket 2023
- 2nd prize in treasure hunt, 2017
- 2nd prize in Box cricket, 2016
- 1st prize in badminton in 2015
Timeline
Customer service associate-Voice
Teleperformance
10.2020 - 06.2021
Research Analyst
Jay Capital
01.2019 - 01.2020
Junior Research Analyst & Client Servicing Executive
Sharewolves
01.2018 - 04.2019
Senior Associate (Hedge Funds)
Morgan Stanley
1 2021 - Current
MBA -
Welingkar Institute of Management Development & Research
B.M.S -
Kapol Vidyanidhi College of Management & Technology
H.S.C. -
Saraf College of Arts & Commerce
S.S.C. -
Swami Vivekanand International School, Mumbai
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