Varun Khosla
INVESTMENT BANKING ANALYST
Delhi
Summary
Currently working as an Investment Banking Analyst in Investment banking & Capital markets operations in US process at INCEDO.
In the past was an Experienced Assistant manager in financial service industry worked with Motilal Oswal financial services, Religare Broking. Strong finance professional with a Master of Business Administration focused in Finance, General from Dr Akhilesh Das Gupta Institute of technology & Management.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
5
5
Certifications
2
2
Languages
Work History
Investment Banking Analyst
Incedo Inc.
07.2022 - Current
- Reconciliation of Data in Non-MF income tasks & made 'payments to all Clients'.
- Managed 'Settlement reconciliation & made payments to Clients'.
- Done 'Pricing tasks' by doing 'MPT & Pricing Exception'.
- Setup of 'all types of securities' using APL.
- Send 'EOD updates' to client on daily basis.
- Managed 'Client calls & Email communications' on daily basis.
- Managed multiple projects simultaneously under tight deadlines while maintaining high-quality output levels in deliverables.
- Reduced operational costs with thorough analysis of vendor performance metrics and contract negotiations.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Enhanced customer satisfaction rates through detailed analysis of customer feedback data and subsequent improvements in service offerings.
Assistant Manager
Motilal Oswal Financial Services Ltd
02.2020 - 12.2021
- Managed Portfolios of 50 Clients in day.
- Managing Trading Positions of Clients.
- Increased revenue of company by selling investment products to clients.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
Relationship Manager
Religare Broking Ltd
05.2019 - 02.2020
- Managing Portfolios of 30 Clients daily.
- Providing trading & Investment advice to clients.
- Acquisition of new Clients.
- Increased Revenue by Cross selling of Investment products.
- Analyzing Stocks by using technical analysis.
Education
Master of Business Administration - Finance, General
01.2016 - 04.2018
Bachelor of Arts (B.A.) - Economics
07.2013 - 04.2016
Skills
Investments
Communication
Pricing
Customer Experience Management
Transactional Banking
Account Servicing
Operations
Reconciliation
Settlement
Microsoft Excel
Trading strategies
Portfolio Management
Analytical Skills
Written Communication
Relationship Building
Certification
ACCOUNTING FUNDAMENTALS - Corporate Finance Institute (CFI), 10913342
Accomplishments
Contest Winner (Quality, productivity & extra initiatives) - INCEDO INC
WON THE AWARD 2 TIMES & WON PAT ON BACK AWARD 2 TIMES AT INCEDO INC.
Timeline
Investment Banking Analyst - Incedo Inc.
07.2022 - Current
Assistant Manager - Motilal Oswal Financial Services Ltd
02.2020 - 12.2021
Relationship Manager - Religare Broking Ltd
05.2019 - 02.2020
Dr Akhilesh Das Gupta Institute of Technology & Management - Master of Business Administration, Finance, General
01.2016 - 04.2018
Shyam Lal College (Eve.) - Bachelor of Arts (B.A.), Economics
07.2013 - 04.2016