VIVEK SURVE
Mumbai
Summary
To seek and maintain full-time position that offers professional challenges utilizing people skills, power management, excellent time management and critical thinking skills. Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.
Overview
9
9
years of professional experience
Work History
SENIOR ASSOCIATE (LEVEL 2)
BNP PARIBAS
03.2022 - Current
- Data analysis from different senders’ websites
- Check & research on vendors website (FTID, BLOOMBERG, TELEKURS, DATASCOPE)
- Securities pricing for forex & forwards as well as UK & US securities
- Collaborated with team members to achieve target results
- Maintained regular contact with vendors to gather updates & resolve any issues efficiently
- Maintained regular contact with clients to provide updates & solutions.
DEPUTY MANAGER
KOTAK SECURITIES
12.2020 - 01.2021
- Handling team members
- Do pay in & pay out of client’s funds & also do mid back-office process & updating
- Checking up customers credit exposures & monitor the customers trading accounts for risk factors
- Processing modifications, reactivations & closures forms
- Providing them with better information on over all background from the world economy
- Processing account opening KYC of Equity & Commodity (Individual & Non-Individual)
- Support to dealing by place order on behalf of clients & generating revenues for the company
- Support to Admin Desk
- Manpower management (Housekeeping & Office Boys)
- Office maintenance (Doing Infrastructure & Office Assets, Repairing & Maintenance by Vendor)
- Purchase office Stationery & Toiletries from vendor
- Keeping record of all vendors bills & payments
- Contact to accounts department regarding vendors bills & payments.
COMMODITY ADVISOR
EDELWEISS COMTRADE LTD.
07.2017 - 11.2020
- Place order on behalf of clients
- Generating revenues for the company
- Acquiring new clients
- Providing them with better information on over all background from the world economy.
DIAL & TRADE EXECUTIVE (COMMODITY)
SHAREKHAN PVT. LTD.
08.2015 - 12.2016
- Helping the clients by placing their orders & generating revenues for the company
- Providing them with better information on over all background from the world economy
- Comparing different data from the economy and providing the recommendations for trade.
Education
Bachelor of Financial Markets -
Mumbai University
04.2015
HSC -
Mumbai University
03.2012
MS – CIT -
Maharashtra State Certificate in Information & Technology
01.2012
S.S.C. -
Mumbai University
03.2010
Skills
- Strong Administrative, Organizational & Prioritization Skills
- Administrative background
- Inventory Control
- Records Management
- Strong Handling & Managing The Manpower
- Event Coordination
- Data Entry
- Finance
- Unit – Level Data Analyses
- Computer Skills
Accomplishments
- EVENT HEAD - Successfully managing the inter-collegiate event “CADENCE” as event head in 3 years of BFM degree college.
- Date –
- Place – Mumbai.
- (Mr. Vivek Vilas Surve.)
State
India
City
Mumbai
Timeline
SENIOR ASSOCIATE (LEVEL 2)
BNP PARIBAS
03.2022 - Current
DEPUTY MANAGER
KOTAK SECURITIES
12.2020 - 01.2021
COMMODITY ADVISOR
EDELWEISS COMTRADE LTD.
07.2017 - 11.2020
DIAL & TRADE EXECUTIVE (COMMODITY)
SHAREKHAN PVT. LTD.
08.2015 - 12.2016
Bachelor of Financial Markets -
Mumbai University
HSC -
Mumbai University
MS – CIT -
Maharashtra State Certificate in Information & Technology
S.S.C. -
Mumbai University