Saud Ahmed Ansari
Mumbai
Summary
Experienced finance professional with over 7.5 years of experience in reference data management and investment advisory. Demonstrates strong expertise in financial instruments, static data maintenance and client escalation management. Adept at handling high-pressure scenarios, delivering client-centric solutions and contributing to organizational success.
Overview
9
9
years of professional experience
Work History
Associate Manager (Reference Data Management)
SS&C Globeop Financial Services
04.2019 - Current
- Setting up & processing various financial instruments like Bonds, Equities, Mortgages, Future & Options, Bank Loan, Bank Debt on systems i.e. CSM & Geneva.
- Creating BRD’s, raising Jira’s for automation and UAT testing.
- Working on applications and data sources like Bloomberg, Reuters, WSO Data Source, Geneva, ICE, Markit & Hoovers.
- Co-ordinating with various departments to manage client communications, queries via email, addressing their concerns and providing timely updates on critical issues.
- Chairing meetings & trainings for different process as and when required.
- Initiated process improvements based on thorough analysis of internal operations data resulting in enhanced productivity levels.
- Enhanced team productivity by implementing efficient project management strategies.
Senior Relationship Manager
ICICI Securities Ltd.
07.2017 - 11.2018
- Managed portfolio worth Rs. 25 Crore (approx.) and generated average monthly revenue of 80000
- Serviced around 60 clients which resulted in 20 new client acquisition through referral
- Created Rs.1300000 lacs (approx.) of wealth for the company in the working tenure
- Promoted all products of ICICI Securities
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
Finance Intern
ICICI Securities Ltd.
05.2016 - 07.2016
- Created awareness of Mutual fund investing among customers
- Educated customers about the process of investing in Mutual Fund online through Company’s Site
- Evaluated findings, prepared and presented the results of the work and recommendations to management in the form of oral and written communications
- Roles & Responsibilities
- Supported organizational account management duties under direct supervision.
- Developed strong relationships with clients through effective communication, fostering trust and satisfaction.
Education
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, Risk Management, AML & KYC
Imarticus Learning
01.2019
Masters of Management Studies (MBA) - Finance
Anjuman-I-Islam’s Allana Institute of Management Studies
01.2017
Bachelor’s Degree - Commerce
Maharashtra College of Arts, Science and Commerce
01.2015
H.S.C - undefined
Maharashtra College of Arts, Science and Commerce
01.2012
S.S.C - undefined
Antonio De Souza High School
01.2010
Skills
Operational efficiency management
Results analysis
Strategic planning
Decision-making
Data reporting
Collaborative teamwork
EXTRA CURRICULAR ACTIVITIES
- Coordinator for AIAIMS Intercollege event Cogency 2016 & 2017 and Annual Sports event Zeal 2016 & 2017
- Volunteered for Conference on “Brand Management” & Convocation at AIAIMS
- Was a member of the CR team at Imarticus (Role: Planning Schedules, assisting the class to prepare for interviews, preparing and conducting class tests, coordinating for placements).
Accomplishments
Received star performer award in 2024
Timeline
Associate Manager (Reference Data Management)
SS&C Globeop Financial Services
04.2019 - Current
Senior Relationship Manager
ICICI Securities Ltd.
07.2017 - 11.2018
Finance Intern
ICICI Securities Ltd.
05.2016 - 07.2016
Bachelor’s Degree - Commerce
Maharashtra College of Arts, Science and Commerce
H.S.C - undefined
Maharashtra College of Arts, Science and Commerce
S.S.C - undefined
Antonio De Souza High School
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, Risk Management, AML & KYC
Imarticus Learning
Masters of Management Studies (MBA) - Finance
Anjuman-I-Islam’s Allana Institute of Management Studies
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