Vansh Kohli
Gurgaon
Summary
Detail-oriented Corporate Action Associate with extensive experience in capturing, processing, and reconciling mandatory corporate actions. Expertise in data cleaning, SWIFT decoding, and client query resolution. Committed to process improvement and delivering precise outcomes, ready to leverage skills in a challenging environment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Associate
SAXO Bank
Gurugram
11.2023 - Current
- Facilitated mandatory and voluntary corporate action processes to ensure compliance and accuracy.
- Successfully executed and managed Corporate Actions such as Stock Splits, Dividend Distributions, Spin-offs, Right Issues and Merger and Acquisitions, ensuring accurate processing and compliance with Regulatory Standards.
- Coordinated communication with global custodians including Citi Group, HSBC, Banca Generali, Euroclear, BNP, and ABN to streamline corporate actions.
- Identified manual points in process and communicating the same to Business analyst and IT teams for system enhancement.
- Liaised with trading desk to buy or sell shares for various corporate action events.
- Efficiently managed income events such as cash dividends, dividend reinvestment and dividend options.
- Proficiently decoded SWIFT details from various data vendors and custodians to ensure precise processing of corporate action details.
- Resolved client and asset manager inquiries regarding corporate actions, enhancing customer service experience.
- Worked at SAXO Bank in Gurugram, managing various corporate action processes.
TECHNICAL ANALYST
SKYLARK GROUP
Lucknow
05.2023 - 11.2023
- Managed trades and Positions of the clients.
- Knowledge about various investment plans.
- Analysing investments and trades Based on past market price actions.
Stock Holding Corporation Of India Ltd.
Lucknow
07.2022 - 09.2022
- Opening of Demat account.
- CRM Login.
- Opening NPS Account.
Education
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trades life cycle of listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management
IMARTICUS LEARNING
Lucknow, IndiaMasters of Vocation - Banking, Stocks & Insurance
National PG College
Lucknow, IndiaBachelors Of Commerce -
Lucknow University
Lucknow, IndiaIntermediate -
Cathedral Senior Secondary School
Lucknow, IndiaHigh School -
Cathedral Senior Secondary School
Lucknow, IndiaSkills
- SQL
- MS Excel
- Data analysis
- Corporate actions management
- Regulatory compliance
- SWIFT processing
- MS Office
- Power Point
Certification
- Fundamental of Digital Marketing, Google Academy, 2021
- Microsoft Excel From beginner to Advance, Udemy, 2023
Accomplishments
- Attained Rank 37 in State Level LUACMAT M.VOC Entrance Exam of National PG College, Lucknow.
- Achieved 6th position amongst the Batch of 50+ students during Post Graduate course of M.Voc in National PG College.
- Successfully Cleared Foundation of Chartered Accountant.
Timeline
Senior Associate
SAXO Bank
11.2023 - Current
TECHNICAL ANALYST
SKYLARK GROUP
05.2023 - 11.2023
Stock Holding Corporation Of India Ltd.
07.2022 - 09.2022
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trades life cycle of listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management
IMARTICUS LEARNING
Masters of Vocation - Banking, Stocks & Insurance
National PG College
Bachelors Of Commerce -
Lucknow University
Intermediate -
Cathedral Senior Secondary School
High School -
Cathedral Senior Secondary School