Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Personal Information
Timeline
Generic

Saumya Bhatnagar

Hyderabad

Summary

A dynamic and results-driven professional with over 5 years of experience in investment banking operations and tech support, specializing in data management, financial operations, and client support. Seeking a challenging position to leverage my expertise in maintaining high-quality financial data, resolving discrepancies, and enhancing operational workflows, while contributing to the success of the organization and advancing my career growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

API Tech Specialist

S&P Global
Hyderabad
01.2022 - Current
  • Managed and resolved API-related queries, providing timely solutions for administrative, data, and technical issues
  • Ensured the accuracy and availability of data, proactively addressing discrepancies and conducting root-cause analysis
  • Collaborated with teams to improve data workflows and enhance data quality management processes
  • Led onboarding and training initiatives, enhancing team performance and knowledge of data management protocols
  • Actively participated in departmental initiatives to improve team engagement and foster collaboration

Trade Confirmations Specialist

WIPRO Limited
Hyderabad
05.2021 - 01.2022
  • Managed trade allocations and confirmations for equity and bond transactions, ensuring data accuracy and timely processing through manual and electronic platforms
  • Monitored and resolved exceptions to ensure straight-through processing (STP) of trades, maintaining compliance with operational procedures
  • Issued trade confirmations via Swift MT515, email, and other systems, ensuring proper documentation and data quality
  • Supported quality assurance processes for trade data, identifying issues and ensuring resolution in line with SLAs

Corporate Actions and Proxy Voting Analyst

AXA Business Services
Hyderabad
02.2019 - 05.2021
  • Managed mandatory event setups, corporate action notifications, and dividend reconciliations using ACE software and Bloomberg data, ensuring accuracy and compliance
  • Handled proxy voting requests, executed proxy votes, and managed class actions, maintaining accurate records and ensuring timely reporting
  • Conducted research and validation of share and free float information, ensuring proper entry and retention of supporting evidence in the database
  • Worked closely with internal teams and clients to resolve data-related queries and provide timely updates on corporate actions

Education

Master of Business Administration - Finance & Accounts

Amity University
12.2024

Bachelor of Commerce -

National Post-graduate College, Lucknow University
01.2016

Secondary School Certificate -

Seth MR Jaipuria School
01.2013

Higher Secondary Education -

Seth MR Jaipuria School
01.2011

Skills

  • Financial Markets
  • Reference data management
  • Trade lifecycle
  • Corporate actions
  • Basics of SQL & Power BI
  • Microsoft Excel

Certification

  • NCFM Certification in Financial Markets (Beginner Module), 2021
  • NCFM Certification in Securities Market (Beginner Module), 2023
  • NCFM Certification in Fundamental Analysis, 2023

Accomplishments

  • Star Performer Award, 2020
  • Bright Beginning Award, 2019
  • Client appreciation for managing high volumes during critical periods.
  • Certification in Accounts & Finance, 2022
  • CPC Certification 2023
  • Conducted KT sessions on financial Markets for the team.
  • Received the top client Services Employee for H2 2023.
  • Was Part of Catalyst 3.0 2024 batch

Languages

  • English
  • Hindi

Personal Information

  • Date of Birth: 11/02/95
  • Marital Status: Single

Timeline

API Tech Specialist

S&P Global
01.2022 - Current

Trade Confirmations Specialist

WIPRO Limited
05.2021 - 01.2022

Corporate Actions and Proxy Voting Analyst

AXA Business Services
02.2019 - 05.2021

Master of Business Administration - Finance & Accounts

Amity University

Bachelor of Commerce -

National Post-graduate College, Lucknow University

Secondary School Certificate -

Seth MR Jaipuria School

Higher Secondary Education -

Seth MR Jaipuria School

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Saumya Bhatnagar