ROY D'SOUZA
Mumbai
Summary
Executive in financial services specializing in investment operations, particularly in debt products, inventory booking, and settlement processes for ICLL and NCLL. Extensive experience in leadership, business strategy, and product management, including e-broking development at Indiabonds and JM Financial Services. Proficient in fixed income products such as non-SLRGSEC corporate bonds and PSU debt, with strong capabilities in managing B2B and B2C customer relationships. Recognized for analytical skills, market trend knowledge, and effective interpersonal communication, contributing to successful relationship management and problem-solving.
Overview
1
1
year of professional experience
Work History
Bond manager
India bonds
Mumbai
06.2023 - 02.2024
- Advised clients on investment opportunities based on risk appetite, market trends, economic indicators, and regulatory changes impacting fixed income market
- Analyzed prospective clients' investment philosophy to align with existing fixed income portfolio
- Facilitated clients' online applications for primary issuances such as debt IPO and SGB
- Managing existing & inbound queries from existing client base
- Facilitated effective KYC compliance by addressing client queries and coordinating with the Operations team.
- Preparing MIS reports
Executive Fix Income
Jm financial service ltd
Mumbai
- Operation in fix income division,kyc NCLL & ICLL registration inventory booking compliance structire booking non slr corporate debt stock booking
- Dealing punching on various investment in Non SLR, G-sec, corporate bonds gov-bonds.
- Deal punching on exchange Nse & Bse
- Compiling and sharing investment options available daily in coordination with vendors for updates on existing products.
- Making cash flows and pricing various ongoing/available bonds.
- Tracking Ratings of Debt Instruments on a regular basis and updating the team on various upgrades and downgrades.
- Understand positioning and pitch for each strategy Ideating new product strategies, preparing marketing material and pitch.
- Post sales query resolving for client & sales team.
- Developed and implemented process improvements to enhance operational efficiency.
Education
MMS - MASTER IN MANAGEMENT STUDIES
UNIVERSITY OF MUMBAI
05-2026
B.COM - ACCOUNTING & FINANCE
ST GONSOLA GRACIA OF COMMARCE AND ARTS
Skills
- Trade execution and service
- Vendor management
- Data reporting and management
- PowerPoint presentations
- Problem solving
- Team collaboration
- Process improvement
Languages
English, First Language
Timeline
Bond manager
India bonds
06.2023 - 02.2024
Executive Fix Income
Jm financial service ltd
MMS - MASTER IN MANAGEMENT STUDIES
UNIVERSITY OF MUMBAI
B.COM - ACCOUNTING & FINANCE
ST GONSOLA GRACIA OF COMMARCE AND ARTS