Summary
Overview
Work History
Education
Skills
Certification
Awards
Hobbies and Interests
Timeline
Generic

MANAS NAIK

Virar,MH

Summary

My experience in managing daily operations, resolving complex issues, and implementing process improvements has equipped me with the skills necessary to drive operational efficiency and enhance overall performance. I am a proactive problem-solver. I am passionate about continuous learning and professional development, and I am always seeking new opportunities to expand my knowledge and expertise in the field of finance

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Associate

SS&C GlobeOp
09.2021 - Current
  • Providing support to hedge fund clients in executing investment strategies and managing their portfolios effectively
  • Conducting training sessions for new hires on trade booking and reconciliation processes
  • Ensuring timely and accurate booking of trades and resolving any issues related to failed trades promptly
  • Confirming trades across different trading platforms and reconciling hedge fund clients' positions, prices, and market values
  • Conducting research on various financial products, including equities, futures, options, bonds, mortgage-backed securities, forwards, repos
  • Confirming payments with counterparties and ensuring all transactions are processed correctly
  • Collaborating with internal departments such as Fund Accounting and IT to address any operational challenges and enhance efficiency
  • Conducting root cause analysis for any position or cash breaks to provide insights and prevent future discrepancies for clients.

Sales Intern

IIFL SECURITIES
05.2021 - 07.2022
  • Advising customers where and how to invest
  • Online Demat account opening
  • Successfully done business and closures of 30 clients with revenue of Rs 284000
  • Maintaining the database and provide weekly Reports.

Sales Executive

IDFC First Bank
12.2018 - 04.2019
  • Brief the customers with different types of loans and credit options available
  • Submit applications to credit analysts for verification and recommendation
  • Meet with applicants to obtain information for loan applications and answer questions regarding the process.

Education

Aditya College
Mumbai, Maharashtra
06.2021

Viva College
Mumbai, Maharashtra
06.2018

Mother Valenki Senior Secondary School
Mumbai, Maharashtra
06.2015

Dr Np Shah English Medium School
Agashi, Maharashtra
06.2013

Skills

  • Self Motivation
  • Analytical Skills
  • Technical Skill
  • Problem-Solving
  • Financial Management
  • Interpersonal Communication

Certification

  • MS -CIT
  • Advance Business Excel
  • Presented a research paper at AIMSR on 8 research conference.
  • Appreciation letter from IIFL security.

Awards

  • Awarded as Newbie Star Award.
  • Awarded with two Times Spot Award in 2022 and 2023 from SS&C GlobeOp
  • Awarded the Star Award twice in a year.

Hobbies and Interests

  • Playing Sports Like Chess & Cricket
  • Cooking
  • Gardening

Timeline

Senior Associate

SS&C GlobeOp
09.2021 - Current

Sales Intern

IIFL SECURITIES
05.2021 - 07.2022

Sales Executive

IDFC First Bank
12.2018 - 04.2019

Aditya College

Viva College

Mother Valenki Senior Secondary School

Dr Np Shah English Medium School

Similar Profiles

CREATE PROFILE
MANAS NAIK