UMESH THAKUR
Kurla, Mumbai
Summary
I want to excel in this field with hard work, perseverance and dedication. I want a highly rewarding career where I can use my skills and knowledge for organizational and personal growth. I am seeking a company where I can use my experience and education to help the company meet and surpass its goals.
Overview
9
9
years of professional experience
Work History
Financial Analyst
STATE STREET SERVICES PVT LTD
06.2020 - Current
Trade confirmation and settlement.
- Manage the trade confirmation and settlement process for equity transactions.
- Ensuring that all trades are 100% pre-matched and settled within market/client deadlines.
- Resolve cash and position breaks promptly.
- Processing of Swift messages MT599.
- Gained expertise in handling IPOs and QIPs.
- Understand the flow of shares and coordinate with custody or a broker to ensure the successful delivery of securities.
- Addressed coworker inquiries efficiently.
- Monitor the group mailbox to prioritize and address client and counterparty queries.
- Collaborated with teams to enhance client service delivery.
- Trained new staff on company policies and procedures.
Account Assistant
SINGASANE & CO
06.2016 - 08.2018
- Monitored and recorded company expenses.
- Indirect Taxation
- Preparing Statements for Audit
Education
MMS - Finance
Mumbai University
01-2020
BMS - Finance
Mumbai University
01-2016
HSC -
Maharashtra State Board
01-2013
SSC -
Maharashtra State Board
01-2011
Skills
- Good understanding of equity settlement
- Microsoft Office package: Word, Excel, and PowerPoint
- Knowledge of GTM (Global Transaction Manager), CTM, and SWIFT instruction
- Swift messaging
Achievements Awards
- Titan of The Month.
- SPOT AWARD meeting client expectations, keeping the good work at all times.
Declaration
I hereby inform you that the information given above is best of my knowledge and true.
Timeline
Financial Analyst
STATE STREET SERVICES PVT LTD
06.2020 - Current
Account Assistant
SINGASANE & CO
06.2016 - 08.2018
MMS - Finance
Mumbai University
BMS - Finance
Mumbai University
HSC -
Maharashtra State Board
SSC -
Maharashtra State Board
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