Roshan Pawar
Thane
Summary
Finance professional with 8+ years of experience in Debt and Equity Market Operations, focusing on funds management, reconciliations, and trade settlements. Demonstrated success in process improvement, system integration, and leading teams. Expertise in KYC verification and client empanelment drives operational efficiency and compliance. Committed to enhancing business growth through strategic Debt Capital Operations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Executive, Debt Capital Market Operations
Darashaw & Company Private Limited
Mumbai
09.2021 - Current
- Led funds management ensuring accurate and timely deal settlement.
- Oversaw stock and bank account reconciliation processes, streamlining reporting.
- Executed KYC verification adhering to SEBI and internal guidelines.
- Facilitated new software integration (Genesis), enhancing automation efficiency.
- Trained team members to uphold operational standards and precision.
- Coordinated with counterparties and custodians for seamless transactions.
Senior Associate, Equity Market Operations
Karvy Financial Services Ltd
Mumbai
10.2018 - 01.2021
- Managed Loan Against Securities (LAS) and Margin Trade Funding (MTF) portfolios to optimize investment performance.
- Oversaw opening and closing of Demat and bank accounts, including document verification and collateral creation.
- Conducted stock and bank reconciliations to ensure data accuracy and timely settlements.
- Performed credit appraisals and collaborated with risk team on client evaluations.
Associate, Equity Market Operations
Reliance Commercial Finance Ltd
Thane
06.2017 - 10.2018
- Managed Demat and bank account operations, including opening, closing, and document verification.
- Executed stock and bank reconciliations to ensure accuracy and compliance.
- Maintained accurate records for all financial transactions and documents.
- Facilitated collateral creation for equity-linked financial products, enhancing service offerings.
Education
PGDM - Finance
Welingkar Institute of Management
Mumbai03.2021
Bachelor of Commerce - B.Com
Satish Pradhan Dnyanasadhana College
Thane04.2016
Skills
- Administrative coordination and documentation
- Process management
- Effective organization and time management
- Multitasking efficiency
- Financial product knowledge
- Technical proficiency in MS Excel and Word
- Data validation and reconciliation
- Reporting precision
Personal Information
Date of Birth: 09/20/95
Certification
National Institute of Securities Market (NISM), Module VII 12/2024
Timeline
Senior Executive, Debt Capital Market Operations
Darashaw & Company Private Limited
09.2021 - Current
Senior Associate, Equity Market Operations
Karvy Financial Services Ltd
10.2018 - 01.2021
Associate, Equity Market Operations
Reliance Commercial Finance Ltd
06.2017 - 10.2018
PGDM - Finance
Welingkar Institute of Management
Bachelor of Commerce - B.Com
Satish Pradhan Dnyanasadhana College
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