Designed and implemented MIS reports to track key business metrics.
Analyzed business data to identify trends and areas for improvement.
Developed and maintained databases to ensure data integrity and security.
Serving as MIS Executive/Coordinator for business groups (Global Client group and International Banking Groups) with ICICI bank, handling time-critical and data-critical information from various integrated teams across the organization.
Coordinating with various teams, including: Legal and RM for legal documents, LSOG and COPS for setting up system limits and ensuring security perfection.
Ensuring: Timely renewal of accounts and limits, and that they are not expired, Timely backups of all documents in a common folder for regulatory purposes, Covenants and compliances for various sanctioned terms for customers, and timely closure.
Overseeing: All MIS/allied activities, such as SOAX, handling Audit, and other internal matters, and ensuring timely closure.
Reverting to internal emails: Operations, Finance, Compliance, and Risk.
Performing other relevant activities, including: Uploading defined committee proposals to a secretarial approved module, Preparing and managing Zonal correspondence, making reports and documents collation by coordinating with CBG Group across several teams and geographies.
Organizing and coordinating meetings, conferences under leading committees.
Generating MIS reports, dashboards for data presentation in Excel using tools like Pivot, Vlookup, Formulas etc.
Establishing effective working relationships with: External bodies, Internal and external auditors, coordinating for all relevant records to enable audits to take place in an efficient manner.
Undertaking any duties as initiated by the MIS Manager, Zonal Heads and Business Heads.
Religare Securities limited
Capital Market Dealer (Bolt Operator) and Financial Adviser
06.2011 - 01.2012
Job overview
Buying and selling securities for clients account.
Executing trades and monitoring market data.
Providing liquidity by quoting buy/sell prices.
Maintaining records of business on internal software.
Advising clients on investment decisions.
Ensuring compliance with regulatory requirements.
Geojit Financial Services limited
Capital Market Dealer (Bolt Operator)
08.2007 - 01.2010
Job overview
Dealing in Equity Market as well as in Derivative (F&O) Market.
Estimating client queries.
Analysis of Market Statistics.
Making Investment Planning.
Handling work of Dealing, and Compliance.
Trade confirmation given on call or mails.
NISM- Capital market certification done.
Education
Institute of Finance Banking and Insurance (IFBI) NIIT
PGDBO
University Overview
GPA: 77%
Birla College Kalyan Mumbai university
BCOM
University Overview
GPA: 52%
Birla College Kalyan Mumbai university
HSC
University Overview
GPA: 54%
BMV Kalyan SSC Board
SSC
University Overview
GPA: 59%
Skills
MIS and Reporting
Data Analysis
Business Intelligence
Database Management
Process Improvement
Capital Markets
Trading
Investment Planning
Portfolio Management
MS Office
Excel
Power BI
Personal Information
Date of Birth: 12/10/85
Gender: Male
Career Summary
Results-driven MIS Executive with 5+ years of experience in managing and analyzing data for business insights. Proven track record of improving operational efficiency and providing actionable recommendations to senior management., Detail-oriented and organized coordinator with experience in managing portfolios, documentation, and data presentation. Skilled in ensuring timely completion of tasks and providing support to senior management., Dynamic and results-oriented capital market dealer with experience in trading, investment planning, and market analysis. Proven ability to work under pressure and make informed decisions in fast-paced market environments.
Achivement
Achievement: FY22-23: Designation promoted from Assistant Manager to Deputy Manager-I (DM I),
FY 2018-19: Designation promoted from Officer to Assistant Manager,
FY 2016-17: Performance rated as grade 2 by senior management, FY
2015-16: Designation promoted from Officer to Senior Officer.
Languages
English
Marathi
Hindi
Hobbies and Interests
Playing Carrom: Enjoy strategic gameplay and mental focus.
Photography: Capture life's moments and appreciate art.
Music: Relaxation.
Timeline
Deputy Manager I (DM II)
ICICI Bank
04.2015 - Current
Capital Market Dealer (Bolt Operator) and Financial Adviser
Religare Securities limited
06.2011 - 01.2012
Capital Market Dealer (Bolt Operator)
Geojit Financial Services limited
08.2007 - 01.2010
Institute of Finance Banking and Insurance (IFBI) NIIT
Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))