Summary
Overview
Work History
Education
Skills
Personal Projects
Accomplishments
Hobbies and Interests
Timeline
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Nikhil Ranpise

Nikhil Ranpise

Mumbai,,MH

Summary

Multi-tasking manager well known for creating positive workplace culture with over 13 years of work experience in Financial services industry. Well-versed in stratergic planning and operational efficiency along with strong analytical and leadership skills. Commited to driving impactful improvements with a knack of streamlining processes and fostering productive work environment.

Overview

13
13
years of professional experience

Work History

Manager (Securities Trade Settlements)

JP Morgan Chase & Co.
09.2022 - 07.2024
  • Managing a team of 6 people for US Markets - Trade Settlements
  • Implemented additional operations controls to enhance efficiency, quality assurance, compliance and performance monitoring
  • Onboarded 86% clients on Affirmation for smooth Settlement on SD post T+1
  • Partnered with technology team and strategy team to help identify internal and external facing technological improvement opportunities
  • Conducting training sessions for teams to bridge the knowledge gap and assisting clients with market queries
  • Automating Prematching via Access fintech by creating a bi-directional work flow and getting IM's, Counterparties, brokers and vendors onto a single platform for trade lifecycle status

Team Lead (Securities Trade Settlements)

JP Morgan Chase & Co.
02.2019 - 08.2022
  • SME in US and LATAM Markets - Trade Capture, Trade Processing and Settlement
  • Partnered with client services teams and street brokers to manage trade settlement across US and LATAM Markets and help change client behavior where required to eliminate manual process
  • Conducted Broker relationship meetings to discuss volumes, trends, and scope of improvements

Senior Analyst (Securities Trade Settlements)

JP Morgan Chase & Co.
03.2015 - 01.2019
  • Broker and Client Facing Interactions to reduce fails, monitoring live market allegements and maintaining a settlement rate of 98%
  • Prepared Monthly Trend Analysis projecting client and broker behavior for senior management
  • Maintaining professional relationship with various stake holders which in turn complements with efficient services to client

Process Associate

Standard Chartered Securities
06.2014 - 02.2015
  • Communicating Intraday calls to HNI clients
  • Punching in equity, futures & options trades for the clients in NSE/BSE
  • Handling HNI clients, portfolio management, investment ideas, client servicing
  • Responsible for investor services, advisory and client relationship management

Global Liquidity and Investment - Cash Management

TATA Consultancy Services.
03.2013 - 06.2014
  • Monitoring Live transaction sweeps for top corporate UK Govt clients on Intraday Target Balancing Platform (ITBA)
  • Monitoring and verifying amounts and balances on Citi-FT portal
  • Initiated in scrapping daily maintenance of live rule schedular file and rule failure emails

Process Executive - Dealing

Kotak Securities.
09.2011 - 03.2013
  • Responsible for investor services, advisory and client relationship management
  • Handling HNI clients, portfolio management, investment ideas, client servicing

Education

Masters in Financial Management - MBA

Thakur Institute
01.2016

Bachelor of Banking & Insurance - BBI

Thakur College of Science and Commerce
01.2011

Skills

  • Data Analysis
  • Process Automation
  • Leadership
  • Project Management
  • Stakeholder Management
  • Coaching and mentoring

Personal Projects

DTC Affirmation Project (T+1)

- Onboarded 86% clients on Affirmation.


Automation of Pre-matching via Access Fintech

- got IM's, Brokers, Vendors on a single platform for trade lifecycle status reducing 3 hours of daily manual effort.


Process Improvement - Enhanced STP Rate

- fixed static issues with various brokers resulting in increase of STP rate.

Accomplishments

  • Quarterly Excellence Award, Q3-2017, Q2-2019
  • JP Morgan Chase & Co.

  • Corporate Team of the Year, 2014
  • TATA Consultancy Services.

  • Achieved Highest Brokerage, Q1, Q2- 2013
  • Kotak Securities.

Hobbies and Interests

  • Endurance Sport
  • Travel
  • Photography

Timeline

Manager (Securities Trade Settlements)

JP Morgan Chase & Co.
09.2022 - 07.2024

Team Lead (Securities Trade Settlements)

JP Morgan Chase & Co.
02.2019 - 08.2022

Senior Analyst (Securities Trade Settlements)

JP Morgan Chase & Co.
03.2015 - 01.2019

Process Associate

Standard Chartered Securities
06.2014 - 02.2015

Global Liquidity and Investment - Cash Management

TATA Consultancy Services.
03.2013 - 06.2014

Process Executive - Dealing

Kotak Securities.
09.2011 - 03.2013

Bachelor of Banking & Insurance - BBI

Thakur College of Science and Commerce

Masters in Financial Management - MBA

Thakur Institute
Nikhil Ranpise