PARESH RANKA
Santacruz (East)
Summary
Over 15+ years of experience in financial markets, compliance, and project management, demonstrating a strong ability to lead teams and analyze data effectively. Proven track record in regulatory compliance and stakeholder collaboration, driving operational excellence and business growth. Committed to continuous improvement and strategic development within the financial industry. Expertise in leveraging knowledge to deliver impactful results and enhance organizational performance.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sr Manager (Programs and Operations)
NSE Academy
Mumbai
10.2015 - Current
- Spearheaded delivery of digital platforms for NSE Academy, including CMS-enabled website and assessment platform.
- Implemented solutions that improved transparency and consumer engagement across applications.
- Analyzed competitors' unique selling propositions to strengthen positioning of NAL products.
- Reviewed risk management practices, ensuring alignment with SEBI regulations on margin requirements.
- Directed development of NCFM system modules while maintaining operational efficiency and compliance.
- Created project roadmaps and executed rollout plans tailored to regulatory requirements.
- Managed internal and external stakeholder relationships to ensure adherence to regulatory norms.
- Optimized processes for NSE Smart application, aligning operations with business objectives.
Assistant Manager (Operations)
HDFC Bank Ltd.
12.2013 - 10.2015
- Acquired and managed HNI client portfolios through financial products, including private equity and mutual funds.
- Organized client education events to promote product offerings and ensure relationship retention.
- Oversaw daily operations to maintain compliance with bank policies.
- Coordinated team activities to improve service delivery and increase customer satisfaction.
- Monitored transaction processes to identify and mitigate risks effectively.
- Developed process improvements to streamline workflows within the branch.
- Led staff meetings for operational updates and feedback collection.
- Facilitated cross-department collaboration to improve service quality across the organization.
Senior Analyst (Project Finance)
SMG Global Finance Ltd.
04.2011 - 11.2013
- Executed loan and debt syndication, securing project finance approvals and preparing CMA.
- Delivered corporate advisory services on credit restructuring, business modeling, and financial risk analysis.
- Underwrote credit proposals for term loans, export finance, and working capital.
- Managed daily operations to ensure strict adherence to bank policies.
- Coordinated team activities to optimize service delivery and enhance customer satisfaction.
- Oversaw training programs for new staff, improving overall operational efficiency.
Wealth Manager
Barclays Bank Plc
07.2010 - 03.2011
- Acquired and managed HNI client portfolios through financial products, including private equity and mutual funds.
- Organized client education events to promote product offerings and ensure relationship retention.
- Oversaw daily operations to maintain compliance with bank policies
- Managed client portfolios to align with investment goals and risk tolerance.
- Analyzed market trends to recommend appropriate investment strategies.
Education
Executive Program - Fintech & Applied Financial Analytics
IIM Kashipur & NSE Academy
11.2025
Post Graduate Diploma - Business Management (Finance)
Rizvi Institute of Management Studies
Mumbai01.2010
Bachelor of Commerce -
Mumbai University
Mumbai01.2007
Skills
- ServiceNow helpdesk
- Website development: CMS platforms customized, Drupal, and WordPress
- Zoho accounting and books
- Payment gateways: Razorpay, Billdesk, CAMS, Zoho Payments
- Project management: Microsoft Project
- Gantt chart creation
- Data analytics
- SAP and Cisco applications
- Trading simulation tools
- Microsoft Office suite
- Financial modeling techniques
- Compliance reporting systems
- Equity and derivatives trading
- Regulatory compliance
- SEBI regulations
Accomplishments
NSE Gold Honor Award Customer-Centric.
Certification
- NSE Academy Certification in Financial Markets (NCFM), Capital Market (Dealers) Module, Derivatives Market (Dealers) Module, Financial Market Beginner Module, AMFI - Mutual Fund (Advisor) Module, IRDA Certification
- Project Management Professional (PMP), Currently Pursuing PMP Certification with prerequisites completed (35 hours of training and 4,500 hours of project management experience).
- Executive Education, Currently Pursuing IIM Kashipur & NSE Academy Executive Program in Fintech & Applied Financial Analytics
Team Leadership
Strong interpersonal and presentation skills to lead teams and conduct training.
Personal Information
- Date of Birth: 06/17/86
- Marital Status: Married
Hobbies and Interests
- Socializing
- Traveling
Timeline
Sr Manager (Programs and Operations)
NSE Academy
10.2015 - Current
Assistant Manager (Operations)
HDFC Bank Ltd.
12.2013 - 10.2015
Senior Analyst (Project Finance)
SMG Global Finance Ltd.
04.2011 - 11.2013
Wealth Manager
Barclays Bank Plc
07.2010 - 03.2011
Executive Program - Fintech & Applied Financial Analytics
IIM Kashipur & NSE Academy
Post Graduate Diploma - Business Management (Finance)
Rizvi Institute of Management Studies
Bachelor of Commerce -
Mumbai University