Sahil Kokate
Mumbai
Summary
Results-driven finance professional with expertise in financial instruments. Led teams to enhance productivity through strategic solutions and effective communication. Streamlined processes to save significant time and facilitated Financial Instrument Settlement, Trading Accrual Support, and Broker Statements for audits.
Overview
2
2
years of professional experience
3
3
Certifications
Work History
Analyst
Citco Group Limited
Mumbai
05.2025 - Current
- Managing various financial instruments including Options, Futures, Bonds, FX Forwards and Swap Resets.
- Automated Operational Pre-Processing task, saving 20% of team's time.
- Supported accrual team in timely booking of receivables and payables.
- Collaborated with trade capture team to manage expiration of trades beyond settlement date.
- Broker Statement facilitation for Audit requirements.
Relationship Manager
AP Guru
Mumbai
02.2024 - 04.2025
- Collaborated with clients to identify challenges and deliver solutions that supported their business growth.
- Developed tailored strategies and solutions that optimized workflow processes and enhanced productivity for clients.
- Led cross-functional teams to implement changes, ensuring integration with organizational objectives and improving overall alignment.
Education
PG - Certification - Investment Banking & Operations
Imarticus Institute
MumbaiBachelor of Management Studies (BMS) -
Guru Nanak Khalsa College
MumbaiSkills
- Financial Analysis
- Trade Management
- Accrual Management
- Broker Statement Support
- Process Automation
- Client Reporting
- Team Leadership
- Effective Communication
Certification
Simplilearn Data Analyst: Gained expertise in data analysis methodologies and tools for informed decision-making.
Project
Derivatives In Stock Market:
Project aims to explore and analyze the role of derivatives in the stock market and their impact on financial markets and participants. Derivatives are financial instruments whose value is derived from an underlying asset, such as stocks, bonds, commodities, or indices. They are widely used for hedging, speculation, and risk management purposes.
Timeline
Analyst
Citco Group Limited
05.2025 - Current
Relationship Manager
AP Guru
02.2024 - 04.2025
PG - Certification - Investment Banking & Operations
Imarticus Institute
Bachelor of Management Studies (BMS) -
Guru Nanak Khalsa College