Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
SHAKSHI S

SHAKSHI S

Trader Assistant
Bangalore

Summary

Forward-thinking Trader Assistant with 3.5 years of experience, successful at building strong and lasting customer relationships by assessing client needs and addressing financial concerns. Professionally supported clients with trade resolution & various trade bookings in primary market. Strong organization, time management and communication skills.

Overview

4
4
years of professional experience
6
6
years of post-secondary education
4
4
Languages

Work History

Assistant Trader

MORGAN STANLEY
Bangalore
06.2019 - Current

Current Team - Trade Support Group


  • Collaborated with traders & sales team to maintain relationships and provide them with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products like bonds & futures and varying levels of benefits within each product.
  • Maintained regular contact with clients to inform about transactions and performance.
  • Led cross-departmental and divisional workflows supporting risk management.

Ex Team - Global position Control


  • Performed daily reconciliation & substantiations as per procedures of dividends/coupon income accrued, investigating exceptions and determining any adjustments, if any, are needed to correct the books and records.
  • Liaised and maintained stakeholder relationship with other teams (in operations, technology, finance as appropriate) to resolve exceptions at root.
  • Documented procedures and business processes and shared information with appropriate stakeholders

Career Counselor

iNurture Education Solutions Private Limited
Bangalore
06.2016 - 06.2017
  • Attended job fairs and visited classrooms to provide wide range of information to prospective Students.
  • Developed career and education plans based on individual needs.
  • Counseled students one-on-one regarding current situation, desires, aptitudes, education and employment history.
  • Assisted students in building successful job search strategies.
  • Kept detailed records of individual histories, scores and documents.
  • Worked with team to continuously improve career and placement opportunities for students.
  • Connected with business and recruiters to build relationships and increase opportunities for students.
  • Met with parents to resolve conflicting educational priorities and issues.

Education

Bachelor of Management Studies - BMS - Financial Services

Jain University
Bangalore, India
04.2016 - 04.2019

Indian School Certificate - 12th - Commerce

Bishop Cotton's Girls School
Bangalore, India
06.2014 - 06.2016

Indian Certificate of Secondary Education | 10th -

Baldwin Girls' High School
Bangalore, India
06.2013 - 04.2014

Skills

    Training & Development

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Accomplishments

  • Received various firm recognized SPOT Awards for being proactive team player and showcasing skills that reduce manual efforts to perform tasks.
  • An active member of the MS cricket team and been a lively member of toastmasters which helped build more relations at the firm.
  • Received various appreciations mail from management and other stakeholders for timely responses & effective query handling.

Timeline

Assistant Trader

MORGAN STANLEY
06.2019 - Current

Career Counselor

iNurture Education Solutions Private Limited
06.2016 - 06.2017

Bachelor of Management Studies - BMS - Financial Services

Jain University
04.2016 - 04.2019

Indian School Certificate - 12th - Commerce

Bishop Cotton's Girls School
06.2014 - 06.2016

Indian Certificate of Secondary Education | 10th -

Baldwin Girls' High School
06.2013 - 04.2014
SHAKSHI STrader Assistant