Summary
Overview
Work History
Education
Skills
Accomplishments
Certifications
Extracurricular Activities
Timeline
Generic
Harshvardhan Sane

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

Similar Profiles

CREATE PROFILE
Harshvardhan SaneFinancial services