PRIYANSHI DIXIT
Firozabad
Summary
Detail-oriented and performance-driven finance professional with over 5 years of experience in collateral management, margining, and client operations. Adept in handling high-value clients, dispute resolution, and process optimization. Strong communicator capable of collaborating with cross-functional teams and managing workflows independently. Known for delivering excellence, receiving consistent recognition, and engaging proactively in CSR and organizational initiatives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Collateral Management Analyst
Deutsche Bank
Jaipur
07.2022 - Current
- Managed all margining types, including cross-product, FX, Acadia, and manual margining.
- Reported disputes to risk teams and business units, resolving issues effectively.
- Booked collateral to optimize costs and enhance eligibility outcomes.
- Provided exceptional client service, managing critical mailboxes and queries without escalations.
- Ensured timely communication of margin calls related to pledged collateral sales and purchases.
- Streamlined STP flows and conducted reconciliations to simplify operational processes.
- Mentored peers while addressing internal process inquiries.
Representative Client Processor
BNY Mellon
Pune
07.2019 - 07.2022
- Executed shareholder trade processing, ensuring precision and timely completion.
- Generated and analyzed performance reports for clients and internal members.
- Achieved consecutive top-tier annual performance ratings.
- Participated in team-building activities to enhance collaboration and engagement.
Education
MBA - Finance & Marketing
Banasthali Vidyapith
01.2020
B.Com - Commerce
Agra University
01.2018
Intermediate -
CBSE Board
01.2015
Skills
- Collateral management
- Margin optimization
- Risk reporting
- Dispute resolution
- Client service
- Team collaboration
- Effective communication
- Problem solving
- Mentoring peers
- MS Office
- Teamwork and collaboration
- Process improvement
Certification
- Financial Modeling – Professional Course
- NISM Series V-A: Mutual Fund Distributor
- CCC: Course on Computer Concepts
- DOAP: Diploma in Office Automation and Publishing
Accomplishments
- I received the Quarterly Achiever award three times at BNY Mellon
- Secured an outstanding performance rating twice from senior management at BNY Mellon
- Earned multiple weekly shoutouts for excellent delivery at Deutsche Bank
- Appreciated by critical clients for zero escalation service and top-tier query handling
Projects
- FSIP Migration: Streamlined agreement flows to enable real-time data transfer
- STP and ACADIA migration: Reduced manual tasks by automating key operational workflows
- RELAY migration: Participated in enhancing system connectivity and processing speed
- Inventory Analysis Report: Presented at the college fest, APAJI Mela
- Personal CSR Initiative: Provided education to underprivileged children.
Affiliations
Actively participated in CSR initiatives at Deutsche Bank and BNY Mellon
Organized and participated in events under the People Engagement Pillar
CFA Institute participant for young women in investment
Event coordinator for the college finance conclave and management fests
Timeline
Collateral Management Analyst
Deutsche Bank
07.2022 - Current
Representative Client Processor
BNY Mellon
07.2019 - 07.2022
MBA - Finance & Marketing
Banasthali Vidyapith
B.Com - Commerce
Agra University
Intermediate -
CBSE Board
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