MILAN SARVAIYA
Mumbai
Summary
- Distinguished career in Non-Banking Financial Companies (NBFCs), demonstrating expertise across operations, compliance, fundraising, credit, and risk management.
- Extensive knowledge of diverse lending products, including Loan Against Shares, IPO Financing, Structured Loans, Promoter Funding, Margin Funding, and Business Loans.
- Skilled in team building, fostering collaboration, and driving performance through consistent training and feedback.
- Exceptional analytical abilities with a keen eye for detail, ensuring precision in execution and reporting.
- Proficient in enhancing operational efficiency through process optimization and automation.
Overview
18
18
years of professional experience
Work History
Vertical Manager – Loan Against Securities Operations
Aditya Birla Finance Limited
06.2016 - Current
- Spearheading operational activities across Loan Against Securities, LOC, Margin Traded Funding, ESOP Financing, and IPO Financing for HNI and institutional clients
- Streamlined disbursement and repayment processes via online banking facilities, including pledging/unpledging of securities and seamless transaction management
- Directed the migration to advanced Collateral Management Systems (CMS) and implemented an IPO Financing System, optimizing bidding and loan processing
- Led automation projects to enhance transaction TAT, eliminate manual intervention, and boost operational efficiency
- Collaborated on cross-functional projects, including Chatbot, WhatsApp, and Mobile App integrations, transforming client servicing experiences
Senior Manager – Operations
Axis Finance Limited
07.2015 - 06.2016
- Managed operational workflows for Loan Against Shares, Margin Traded Funding, and IPO Financing, ensuring adherence to compliance and risk protocols
- Enhanced client servicing by monitoring overdue accounts and streamlining account-opening procedures
- Developed comprehensive daily MIS reports, offering insights into loan utilization, security concentrations, and interest metrics
Assistant Manager – Operations
Ambit Finvest Private Limited
09.2010 - 07.2015
- Orchestrated end-to-end operations for securities-based lending, covering credit appraisal, risk assessment, portfolio monitoring, and collateral due diligence
- Implemented stringent risk management practices, ensuring robust client-level portfolio monitoring
- Facilitated fundraising through Line of Credit arrangements and expanded the network of business introducers
Associate
Edelweiss Financial Services Ltd
11.2007 - 05.2010
- Managed high-value financing products, including LAS, IPO Funding, and Promoter Funding, while optimizing trade limits and daily transaction monitoring
- Coordinated with financial institutions for seamless pledge arrangements and fund reconciliation
- Provided comprehensive client support, resolving queries related to LAS and IPO funding
Senior Executive – Operations
ShareKhan Ltd
09.2009 - 02.2010
- Streamlined IPO mobilization processes, ensuring seamless coordination with branches and franchisees
- Oversaw logistics and compliance for major IPO issues, enhancing operational reliability
Executive – Operations
Stock Holding Corporation India Limited (SHCIL)
10.2006 - 11.2007
- Facilitated daily reconciliations of client holdings and processed NAV billings for institutional clients
- Addressed client queries regarding share inflows/outflows and ensured timely resolution
Education
MBA - Finance
M.G.V’s Institute of Management Studies & Research, Pune University
Nashik, India06-2006
Bachelor of Management Studies -
Siddharth College of Commerce And Economics, Mumbai University
Mumbai06-2004
Skills
- Team Leadership and Development
- Strategic Problem Solving
- Process Optimization and Risk Mitigation
- Analytical Thinking and Decision-Making
- Adaptability in High-Pressure Environments
Languages
Proficient in English
Hindi
Gujarati
Marathi
Technical Proficiency
- Expertise in Microsoft Office
- Finnone Corporate LMS
- Miles LMS
- Priyash LMS for IPO
Timeline
Vertical Manager – Loan Against Securities Operations
Aditya Birla Finance Limited
06.2016 - Current
Senior Manager – Operations
Axis Finance Limited
07.2015 - 06.2016
Assistant Manager – Operations
Ambit Finvest Private Limited
09.2010 - 07.2015
Senior Executive – Operations
ShareKhan Ltd
09.2009 - 02.2010
Associate
Edelweiss Financial Services Ltd
11.2007 - 05.2010
Executive – Operations
Stock Holding Corporation India Limited (SHCIL)
10.2006 - 11.2007
MBA - Finance
M.G.V’s Institute of Management Studies & Research, Pune University
Bachelor of Management Studies -
Siddharth College of Commerce And Economics, Mumbai University
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