Mayan Patel
Mumbai
Summary
Goal-driven Analyst polished in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Analyst
Morgan Stanley
Mumbai
02.2024 - Current
- Responsible for maintaining core and non core data related to Morgan Stanley clients.
- Executed corporate action updates for clients, including name and address changes, acquisitions, mergers, and business closures, by conducting thorough research and compiling comprehensive documentation for audit and compliance purpose
- Consistently maintained a 100% Process Quality (PQ) score over the past 8 months, delivering high-volume output without compromising on accuracy or quality standards.
- Recognized as one of the first team members to master all processes and activities within the team in 9 months. Awarded the ‘Champ Award’ and received multiple accolades for top performance and rapid learning of new processes
- Participated in User Acceptance Testing (UAT) for a process automation initiative, identifying enhancement opportunities and executing testing to validate functionality, resulting in a daily operational efficiency gain of 20 minutes.
Analyst
Barclays Bank (BSIPL)
Mumbai
12.2022 - 01.2024
- Maintained accurate records of all data collected during analysis processes.
- Wealth Management, PMS, Trustee activities for trust clients & fiduciary services as per SLA
- Independently handling queries from the External and Internal stakeholders
- Reviewing and updating existing documentation for accuracy and completeness to CDD Team.
- Client servicing, Client on-boarding, due diligence & account opening
- Transaction processing, reconciliation of cash & stock transactions
- Business coordination with Barclays front office, RM & bank team
- Filing of Mandatory Regulatory Report (MRR)
Wealth Planner
Swyom Capital
Mumbai
08.2022 - 10.2022
- Responsible for managing overall financial needs of individual as well as corporate.
- Provided them with inside on their ideal asset allocation and diversifying their portfolio as per individual risk tolerance
- Reviewed existing policies, procedures, and regulations to ensure compliance with organizational objectives.
Account Assistant
N B Manek & Associates
Mumbai
12.2020 - 11.2021
- Maintained customer accounts by recording account transactions.
- Ensuring payments, amounts and records are correct.
- Working with spreadsheets, sales and purchase ledgers and journals.
Education
Bachelor of Commerce (BCom) -
Nagindas Khandwala College (Autonomous)
Mumbai07.2019
Skills
- Documentation and Reporting
- Regulatory Compliance
- Deadline Adherence
- MS Excel
- MS Powerpoint
- Finance
- Analytical Thinking
- Risk Analysis
- Report Preparation
- Financial Management
- Corporate actions
- Attention to detail
Certification
- Chartered Wealth Manager. (CWM)
- Certificate in Finance
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Analyst
Morgan Stanley
02.2024 - Current
Analyst
Barclays Bank (BSIPL)
12.2022 - 01.2024
Wealth Planner
Swyom Capital
08.2022 - 10.2022
Account Assistant
N B Manek & Associates
12.2020 - 11.2021
Bachelor of Commerce (BCom) -
Nagindas Khandwala College (Autonomous)