Sahil Anand Kelkar
Securities Specialist
Pune
Summary
To work in a firm with professional work driven environment where I can utilize and apply my knowledge, skills which would enable me as a good professional to grow while fulfilling organizational goals.
A highly passionate individual with excellent knowledge of management, marketing, operations, finance, insurance, administration and accounting. Proven ability in professional projects and handling various kinds of projects. Highly skilled in management issues, finding solutions and best alternatives to presentation.
Overview
9
9
years of professional experience
Work History
Security Specialist
UBS Financial Services
Pune
08.2023 - Current
- · To liaise with technology teams and business units for onboarding new application or enhancing the existing one as per the business requirement
- · Preparing PPT for the senior level management to showcase the up & downs of the department after collecting the information from multiple teams
- · To collaborate with outsourced/offshore application management team to ensure all business applications required are risk-assessed before they are mapped to the department
- · To administrate common standards and create overarching frameworks
- · Creating a detailed business analysis, outlining problems, opportunities and solutions across 3 sections
- · Communicating and collaborating proactively with external and internal stakeholders to analyze information needs and functional requirements and delivering PowerPoint presentations as and when required
- · Review risk incidents to determine root causes, provide actionable improvement recommendations to enhance accuracy and efficiency.
- · To review the existing controls of process to ensure that they operate effective and efficient. Document all controls and perform timely review to ensure that the repository is up-to-date
- · Execute KPCi testing to assess and ensure the efficiency of process controls
- · Plan and maintain the Business Continuity Plan (BCP) to ensure operational resilience in the event of a disaster.
- · Handling workforce management, including opening positions for new and replacement roles, and coordinate with HR to ensure timely fulfillment.
- · Planned and coordinated end-to-end business visits for senior leadership from Zurich to India, organizing events such as town halls, rewards and recognition ceremonies, fireside chats, and diversity sessions to foster engagement and communication.
Security Specialist, Corporate Action and Income Processing
UBS Financial Services
08.2022 - Current
- Processing all corporate action events
- Processing contractual Payments to clients as per the KOP
- Managing and controlling the stock and cash breaks
- Preparing and checking end to end reconciliation to avoid the client queries and breaks
- Providing the required reports to the management on a weekly/monthly basis as and whenever is required
- Providing Trainings to New Joiners
- Co-ordinating And Liaising with the custodian whenever is required
Senior Analyst - Singapore Custody Corporate Actions - Asset Services
DBOI Global Services Pvt Ltd.
09.2015 - 07.2022
- Company Overview: Deutsche Bank AG Group
- Knowledge of corporate actions processing and verifying instruction and payments (dividend coupon, Redemption etc.) of Singapore custody corporate actions for international as well as domestic market
- Verification of all types of corporate action notification received from all agents, custodians, depositories and exchange websites
- Processing or verifications of corporate action payments into the system (cash and/or shares) for both mandatory as well as voluntary actions received from the agents, custodians and depositories and releasing the payment confirmation MT566 to the clients
- Tracking of voluntary events instructions via MT599/MT565/Fax and sending reminder on deadlines dates to clients both external as well as internal
- Processing or verifications of corporate action instructions received from the clients
- Sending MT567 to the clients on the status of their instructions
- Liaising with Depositories, Agents, Registrars and Issuers in each market to obtain requested clarification/detail understanding of complex events
- Handling reconciliation of cash and stock arising due to event, ensure to take action on everyday matters as well as inquiries from all external clients plus internal departments
- Managing the mailbox for the entire department and assigning the queries to respective teams and assisting the team in resolving the queries
- Making sure that all the queries are replied within SLA timeframe
- Ensuring to do new applications testing for the entire process and to provide the detailed documents to the team members for guidance
- For any changes in the process, ensuring to update the KOP (Key operating procedure) after business approval and ensuring to make the entire process aware of any changes in the procedure
- Making sure to check all the necessary checks performed in the process
- For any adhoc requests from the client, ensuring to take business approval before processing
- Monitoring to keep and archive the entire process documents within office as well as with warehouse
- Providing the required reports to the management on a weekly/monthly basis as and when required
- Providing the training to the new joiners
- Processing remittance and foreign conversion for all currencies
- Processing claim payment for all the markets
- Very good knowledge of the Swift message like MT564, MT565, MT566, MT567
- Very good knowledge of voluntary corporate Action Events
- Deutsche Bank AG Group
Education
Ph.D. - Management
Tilak Maharashtra Vidyapeeth
Pune, India 04.2023 - Current
Executive MBA - Banking & Project Managment
Savitribai Phule Pune University
Pune, India 04.2001 -
Masters in Commerce - Banking
Tilak Maharashtra Vidyapeeth
06.2019 - 01.2021
BACHELOR OF COMMERCE - Costing
Savitribai Phule Pune University
H.S.C. - COMMERCE
Maharashtra State Board of Secondary and Higher Secondary Education
S.S.C. - undefined
Maharashtra State Board of Secondary and Higher Secondary Education
Skills
Proficiency in MS Office
Tally ERP 9
Business Process Management
Analytical skills
Logical skills
Management knowledge
Operations knowledge
Finance knowledge
Patience
Issue handling
Communication skills
Performance execution
Accomplishments
- Received recognition award twice in Deutsche Bank.
- Received recognition award in UBS.
Personal Information
- Date of Birth: 11/10/94
- Gender: Male
- Marital Status: Married
Language Proficiency
- English
- Hindi
- Marathi
Hiking , Cycling , Travelling
I enjoy hiking through scenic trails,cycling to stay active and explore new routes and travelling to discover diverse cultures and breathtaking destination
Disclaimer
I hereby declare that all the information mentioned here is true and verifiable at any point of time.
Timeline
Security Specialist
UBS Financial Services
08.2023 - Current
Ph.D. - Management
Tilak Maharashtra Vidyapeeth
04.2023 - Current
Security Specialist, Corporate Action and Income Processing
UBS Financial Services
08.2022 - Current
Masters in Commerce - Banking
Tilak Maharashtra Vidyapeeth
06.2019 - 01.2021
Senior Analyst - Singapore Custody Corporate Actions - Asset Services
DBOI Global Services Pvt Ltd.
09.2015 - 07.2022
Executive MBA - Banking & Project Managment
Savitribai Phule Pune University
04.2001 -
BACHELOR OF COMMERCE - Costing
Savitribai Phule Pune University
H.S.C. - COMMERCE
Maharashtra State Board of Secondary and Higher Secondary Education
S.S.C. - undefined
Maharashtra State Board of Secondary and Higher Secondary Education
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