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
Pune04-2020
B.com (H)
Advance College of Science And Commerce
Ujjain04-2018
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