Niranjan Dautkhani
Investment Banking, Financial Accounting,
Pune
Summary
Organized Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand. Builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
20
20
years of professional experience
Work History
Team Leader
State Street HCL Services
Pune
06.2021 - Current
- Mentored and guided employees to foster proper completion of assigned duties.
- Built strong relationships with customers through positive attitude and attentive response.
- Implemented new working processes to deliver multiple improvements.
- Participated in cross-functional team-building activities.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Initiated timely response to emails, voicemails and written correspondence.
- Coordinated weekly meetings for internal and external groups.
- Monitored operating machinery to assess progress, adjust settings and maintain production speeds.
Specialist /SME
State Street HCL Services Private Ltd
03.2013 - 05.2021
- Identifying exceptions and problems affecting accounting records and prices, communicating same to management and assisting in their resolution
- Coordinate with internal and external auditors to ensure effective and efficient processes and compliance with all necessary requirements of document
- Preparing periodic management level reports like Project report and account overview report, collateral report
- Liaising with Investment Managers, Broker’s, Custodians and various counter parties on a daily basis for resolution of outstanding financial exceptions
- Responsible for the preparation of Daily, weekly, monthly KPI / KRI reports and publishing this respective reports with management and oversight
- Successfully Migrated custodian recon project from US to India
- Followed all company policies and procedures to deliver quality work.
- Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
Entrepreneur / startup / Business partner
State Street Syntel Services Pvt. Ltd
Pune
09.2011 - 03.2013
- Facilitated platform to traders/Investors to invest in various financial instrument such as Equity, mutual funds, insurance, derivatives, currencies & commodities
- Provided assistance to client to gain ample amount of ROI, by providing advice based on technical & fundamental analysis
- Sourced initial funding to get business up and running while planning initial structure and making strategic first hires.
- Also helped to reduce losses by creating awareness of investing in fundamentally sound
- Have completed:
- NCFM Certification (Equity, Commodity, Derivative)
- AMFI Certification (Mutual fund advisor - ARN number holder)
- IRDA Certification.
Senior Associate
State Street Syntel
Mumbai
09.2006 - 09.2011
- Migrated recon research project from USA in 2007.
- As a quick learner it helps me to complete onsite training before 2 weeks as per adhere schedule which helps me to prepare SOPs & SIPOC of the process
- Provided support for numerous duties including collating reports, filling information, organizing data
- End to end recon & research on TLM, PLM & SSR which includes fund setup, fund migration, stale position check, operator intervention, updating of static data for main funds as well as sub-funds
- Preparation of set spread sheet for opening or closing of funds as per client’s request
- Identify trends of failed trades to reduce risk for missing or incorrect instructions, or system limitations
Risk Management Executive
Kotak Securities
12.2005 - 07.2006
- Performed all Front and Back Office work as an operation & risk management executive in corporate head Office, Mumbai
- Buy & sell of securities on behalf of clients
- Monitoring risk management indicator of clients across branches all over India.
- Increased customer satisfaction by resolving issues.
- Carried out day-to-day duties accurately and efficiently.
- Delivered services to customer locations within specific timeframes.
Branch Manager
Midas Investment
10.2001 - 10.2005
- Directed all bookkeeping functions for this 50-person manufacturer including: account receivable, accounts payable, payroll, journal entry, billing & collections, and monthly financial reporting
- Approve account reconciliations, vendor invoices and journal entries
- Assist with the preparation of audit work papers, providing documentation and explanations as outlined in procedures
- Reconciled balance sheet accounts and maintained appropriate accruals
- Working closely with management on major capital projects providing key financial support in negotiations, cost control, reporting and scheduling.
Education
Data Science - Python, SQL, Excel
Data Science
06.2022 - Current
Executive MBA - undefined
Great Lakes Institute of Management
Graduate - undefined
Bachelor of Commerce - undefined
Higher - Secondary Education
Skills
- Account management
Accomplishments
Successfully Migrated recon business process twice from USA to India.
And one process migrated from renowned Investment banking to current company.
Timeline
Data Science - Python, SQL, Excel
Data Science
06.2022 - Current
Team Leader
State Street HCL Services
06.2021 - Current
Specialist /SME
State Street HCL Services Private Ltd
03.2013 - 05.2021
Entrepreneur / startup / Business partner
State Street Syntel Services Pvt. Ltd
09.2011 - 03.2013
Senior Associate
State Street Syntel
09.2006 - 09.2011
Risk Management Executive
Kotak Securities
12.2005 - 07.2006
Branch Manager
Midas Investment
10.2001 - 10.2005
Executive MBA - undefined
Great Lakes Institute of Management
Graduate - undefined
Bachelor of Commerce - undefined
Higher - Secondary Education
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