Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
Generic

Ravi Tailor

Bangalore

Summary

Experienced in Wealth Investment Management & Financial Services with expertise in finance, accounting, capital market, risk management, financial analysis, fixed income, equity derivatives & corporate actions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

SME - GPB

HSBC
Bangalore
04.2024 - Current
  • Processing private equity events like distributions and capital calls.
  • Notifications to RM for the Capital calls and Distributions events.
  • Creating an allocation file for multiple clients for their specific values.
  • Payment Processing.

Securities Operations Representative

Wells Fargo
Bangalore
04.2021 - 04.2024
  • Mandatory Corporate Action.
  • Receipt of Custodial Announcement, Scrubbing/Comparison of Data, and the Notification of Corporate Action Event to the Specific Client.
  • Participated in the new transition 'Bond calls' and picked up the process within a few days.
  • Process Corporate Event creation and payments and sent internal and external mail with High Risk and Liabilities.
  • Responsible for generating an unelected report for Global Voluntary Corporate actions.
  • Hands-on experience on DTCC, NEXEN, and SEI.
  • Reconciliation of cash and position differences.
  • Received appreciation emails from the senior leaders for the transition.
  • Got effective rating in all the process testing controls.
  • Having experience in training onshore people.
  • Received manager spotlight award in May 2022.
  • Got an effective rating in the audit for both the internal and external processes.
  • Part of the Process Improvement and Automation Team.

Process Executive - Credit Control

ID- Medical
Pune
02.2020 - 04.2021
  • Banking.
  • Client Interaction.
  • Client Debt Recovery.
  • Candidate Debt Research.
  • Daily Reports.
  • Invoicing Research.

Equity Research Analyst - Internship

Future Generali Life Insurance
Pune
05.2019 - 06.2019
  • Fundamental analysis of the FMCG sector.
  • Research Analysis.
  • Investment Analysis.
  • Exposure to live trading.
  • Ratio Analysis.

Education

PGDM in Finance

MITCON Institute of Management
Pune
04-2020

B.com (H)

Advance College of Science And Commerce
Ujjain
04-2018

Skills

  • Corporate Actions
  • Wealth Management
  • Investment Banking
  • Finance and Accounting
  • Capital Market
  • Risk Management
  • Training and mentoring
  • Investigation and Research
  • Client Servicing
  • Time Management
  • Operational Efficiency
  • Ability to adapt quickly

Affiliations

  • Being a part of Administrative activities in partnership with site management.
  • Winner of Limelight 2023 - Wells Fargo.
  • Winner of WIM annual bash - Wells Fargo.
  • Attended training of P2P, O2C and R2R process at GTT (Global Talent Track).
  • Member of the organizing committee in Corporate Roadies Event 2019 & Youth Fiesta 2019 - College event.
  • Member of Rotract club of MITCON.

Accomplishments

  • Received appreciation feedback of performance from Onshore manager in Workday.
  • Completed automation project to increase the efficiency and effectiveness for the process.
  • Client Service award – Consistently provided outstanding customer service with personalized interactions.

Certification

  • Advance Excel- Maharashtra Technical & Self Employment Training Society(MTSTS).
  • Equities Overview – FMI Certificate.
  • Investment Banking – An Overview by WallStreetMojo.
  • Knockdown the Lockdown by TCS iON.
  • P2P, O2C and R2R process training at Global Talent Track, Pune.

Languages

Hindi
First Language
English
Proficient (C2)
C2
Kannada
Beginner (A1)
A1

Timeline

SME - GPB

HSBC
04.2024 - Current

Securities Operations Representative

Wells Fargo
04.2021 - 04.2024

Process Executive - Credit Control

ID- Medical
02.2020 - 04.2021

Equity Research Analyst - Internship

Future Generali Life Insurance
05.2019 - 06.2019

PGDM in Finance

MITCON Institute of Management

B.com (H)

Advance College of Science And Commerce

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Ravi Tailor