Summary
Overview
Work History
Education
Skills
Certification
Extracurricular Activities
Languages
Timeline
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SIMRAN KAUR DADIAL

SIMRAN KAUR DADIAL

Mumbai

Summary

To utilize my skills in the best possible way for achieving the company's goals and also enhance them in a dynamic and stable workplace. Goal-oriented professional successfully assists companies by developing and implementing updates to operational standards, team organization and employee engagement strategies. Proactive and personable leader with top-notch skills in streamlining information, prioritizing tasks and approaching issues with analytical mindset. Bringing years of experience and demonstrated track record of success.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Business Analyst

JPMorgan Chase Bank, NA (Branch)
Mumbai
06.2022 - Current

Perform daily reconciliation of trades, positions, and cash balances to ensure accuracy and completeness.

Investigate and resolve any breaks or discrepancies promptly.
Ensure accurate and timely execution and settlement of trades across various financial instruments.
Monitor trade flows, and address any discrepancies or issues during the settlement process.

As a client service team, I ensure to be the central point of resolution and escalation for service issues, and provides assistance in the day-to-day activity.

Ownership regarding problem-solving and escalation to ensure timely resolution.

Ability to analyze client behavior and trends to propose service efficiencies. Adheres to and ensures clients' compliance with risk policies, practices, and educates clients on new legal, regulatory, and cyber changes.

Direct relationships with clients and internal service providers resolve issues.

Provide high-level guidance to the team, and ensure that client satisfaction and SLAs are met or exceeded.

Global Trade Operations (CIB)

JP Morgan Chase & Co.
Mumbai
09.2019 - 05.2022
  • Company Overview: Third party Payroll Contractual - Randstad India Ltd
  • Ensuring daily processing activities are carried out in a timely and accurate manner and Ensures full compliance of legal documents with the specifications
  • Effectively handles checking and evaluating export documents and other trade related documents
  • Handles the checking, processing export collections and import collections, Guarantee Remittance Waiver, and all settlements
  • Third party Payroll Contractual - Randstad India Ltd

Summer Internship Program - Equity Researcher

Amar Global Investment Advisors
Mumbai
05.2018 - 06.2018
  • Extraction of various Data from various Web Source
  • (Bloomberg, NSE, BSE & Yahoo Finance etc.)
  • Analysis of Financial Statement of FMCG Sector, 2018
  • Effectiveness of Markowitz Optimization,2019
  • Worked on Analyst Report & Summarizing the Analyst Report
  • Worked on the Various sectors & Fundamentals Analysis on that sector

Education

PGDM - Finance

Durgadevi Saraf Institute of Management Studies
Malad
04.2019

Bachelor of Commerce - Financial Management

Ghanshyamdas Saraf College
Malad
05.2016

HSC - Commerce

Durgadevi Saraf College
Malad
05.2013

SSC -

St Mary's English High School
05.2011

Skills

  • Analytical Skills
  • Forecasting and planning
  • Client management
  • Strategic planning
  • Microsoft Excel mastery
  • Multitasking and organization
  • Attention to detail
  • Strategic thinking

Certification

  • Bloomberg Level-I Certification
  • Cleared Drawing Elementary & Intermediate Exams conducted by Government of Maharashtra
  • Completed 7 years of Classical Bharatnatyam training from Nalanda Bharatnatyam Nritya Niketan
  • Currently Pursuing Certification in Investment Banking

Extracurricular Activities

Core Committee Member Of CSR Active participation in sports event Active participation in cultural festival of college

Languages

  • English
  • Marathi
  • Hindi
  • Punjabi

Timeline

Business Analyst

JPMorgan Chase Bank, NA (Branch)
06.2022 - Current

Global Trade Operations (CIB)

JP Morgan Chase & Co.
09.2019 - 05.2022

Summer Internship Program - Equity Researcher

Amar Global Investment Advisors
05.2018 - 06.2018

PGDM - Finance

Durgadevi Saraf Institute of Management Studies

Bachelor of Commerce - Financial Management

Ghanshyamdas Saraf College

HSC - Commerce

Durgadevi Saraf College

SSC -

St Mary's English High School
SIMRAN KAUR DADIAL