Parth Jani
Mumbai
Summary
Enthusiastic client onboarding professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining client trust. Calm and composed in stressful situations with successful record of meeting the deliverables through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Analyst
Nomura Services India Pvt Ltd
Mumbai
12.2019 - Current
- Efficiently oversaw the complete onboarding of both new and existing clients, spanning various product offerings
- Successfully overseen the global FX and Futures & Options Give-Up process as a subject matter expert.
- Additionally managed onboarding of clients for multiple financial products including FX Forwards, FX Spot, Interest Rate Swaps, Stock Lending, and Loans through agreements such as ISDA, CDEA, GMRA, GMSLA
- Ensured regular updates to Standard Operating Procedure documents
- Consistently met and exceeded the team's monthly targets
- Completed various remediation projects and contributed to testing of a record keeping and automation process.
- Engaged in collaboration with cross-functional teams for various projects and process-related initiatives
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Organized client meetings to provide project updates.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Maintained positive working relationship with fellow staff and management.
Management Trainee
Anand Rathi Share and Stock Brokers Ltd
Mumbai
05.2019 - 06.2024
- Contributed to lead generation by conducting various marketing activities
- Contacted current clients to obtain and document their concerns, which were then communicated to the branch manager for prompt resolution
Education
Masters of Management Studies - Finance
Thakur Institute of Management Studies
Mumbai, MH11-2020
Bachelor of Management Studies - Finance
KES Shroff College
Mumbai, MH04-2018
Higher Secondary Certificate - Commerce
Kes Shroff College
Mumbai, MH02-2015
Secondary School Certificate -
Sardar Vallabhbhai Patel Vidyalaya
Mumbai, MH03-2013
Skills
- Public Speaking
- Client management
- Adaptability
- Leadership
- Stakeholder Communication
- Team Player
Languages
English
First Language
Gujarati
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Marathi
Upper Intermediate (B2)
B2
Affiliations
- Good at cooking
- Cricket Enthusiast
- Public Speaking
- Event Management
- Organizing trips with office colleagues, friends and family
- Active participation in social work with various NGO's
Accomplishments
- Received acknowledgement from senior stakeholders for completion of remediation project on time
- Appreciated by Senior Front Office stakeholders for onboarding client well before the deadline
- Consistently met targets which was appreciated by key stakeholders
- Received positive feedbacks from client regarding their onboarding experience
Certification
- Completed NISM series 7, series 8 and series 12
- Completed Advanced excel training
Timeline
Senior Analyst
Nomura Services India Pvt Ltd
12.2019 - Current
Management Trainee
Anand Rathi Share and Stock Brokers Ltd
05.2019 - 06.2024
Masters of Management Studies - Finance
Thakur Institute of Management Studies
Bachelor of Management Studies - Finance
KES Shroff College
Higher Secondary Certificate - Commerce
Kes Shroff College
Secondary School Certificate -
Sardar Vallabhbhai Patel Vidyalaya
- Completed NISM series 7, series 8 and series 12
- Completed Advanced excel training
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