Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
Varun Khosla

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

Dr Akhilesh Das Gupta Institute of Technology & Management, DELHI
01.2016 - 04.2018

Bachelor of Arts (B.A.) - Economics

Shyam Lal College (Eve.), DELHI
07.2013 - 04.2016

Skills

Investments

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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

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Varun KhoslaINVESTMENT BANKING ANALYST