Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Meet Thakkar

Investment Banker
Pune

Summary

An experienced professional with demonstrated history of working in the financial services industry for the past two and a half years.

Overview

4
years of professional experience
3
years of post-secondary education
2
Certifications

Work History

WOW Award

Job overview

  • Received the award for enhanced productivity ensuring high quality control, as well as provided support to the team along with working on ad-hoc projects and received an appreciation for the same
  • English
  • Hindi
  • Marathi
  • German(Basics)

BNY Mellon International
Pune

Analyst
11.2019 - Current

Job overview

  • Responsible to serve client request with 100% accuracy
  • Processing Redemption and Subscription on daily NAV for US Mutual fund shareholders
  • High dollar transactions are covered diligently as it has a potential for gain and loss if small mistake occurs
  • Reviewing system generated financial transaction and investigation of account activity processed by processor on prior day before cut- off time of client wise
  • Submitting Adjustments on financial transaction to avoid gain or loss
  • Submitting estimates of trades within time frame to save as-off entries for the team
  • Sending breach report for non-financials and financials items on daily basis so that there is no miss on any legal
  • Solving queries and providing training to new joiners on all the work types
  • Responsible for sending EOD reports and daily snapshots to the management team in absence of Supervisor
  • Address
  • Pune, Maharashtra, 411037
  • Phone +91-8975747936

Education

Sinhgad Institutes
Pune, Maharashtra

BBA from International Business
01.2015 - 04.2018

University Overview

Stood Runner-up in Inter College Case Study Solving Competition and Domain QuizCompetition.

Skills

Quick Learnerundefined

Certification

March 2018 Advance excel course from Disha Institutes

Timeline

Analyst
BNY Mellon International
11.2019 - Current
Sinhgad Institutes
BBA from International Business
01.2015 - 04.2018
WOW Award
Meet ThakkarInvestment Banker