Yogesh Baid
Pune
Summary
Motivated and results-driven finance professional with 2.5 years of experience at Citco. Proven ability to effectively coordinate with investors and managers, support trade booking teams, and generate critical reports and payment IDs. Recognized for successfully migrating and training funds to India, resulting in quarterly awards. Strong client relations and transfer agency expertise. Seeking roles in investment banking to further develop skills and contribute to success. Passionate about continuous learning and growth in a dynamic environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Analyst
CITCO
10.2022 - Current
- Coordinated with Investors and Investment Managers: Efficiently managed communications between investors and investment managers, ensuring seamless information flow and resolution of queries
- Trade Booking: Assisted various teams in the trade booking process, providing accurate and timely support to facilitate smooth transactions
- Report Generation: Created detailed board reports and exception reports, providing key insights and data to clients and stakeholders
- Payment Processing: Generated and managed payment IDs for clients, ensuring accurate and efficient financial transactions
- Fund Migration and Training: Successfully migrated multiple funds to India and trained team members on new processes and systems
- Reviewed monthly and quarterly financial statements: preparing and releasing accurate reports for stakeholder review
Relationship Manager
HDFC BANK
08.2021 - 04.2022
- Managed a diverse portfolio of over 1500 prime retail clients, delivering personalized financial advice to meet their unique needs
- Conducted comprehensive acceptance assessments and facilitated retail customer onboarding processes
- Developed professional relationships, leading to successful acquisition of new retail clients and increased customer satisfaction
- Enhanced customer loyalty through effective upselling and exceptional service delivered over the phone
- Honed time management skills while efficiently resolving client issues, leading to improved customer retention rates
Client Executive
CONCENTRIX
08.2017 - 07.2018
- Led cross-functional teams to develop innovative strategies, driving business growth and profitability.
- Presented compelling sales pitches that demonstrated the value of our offerings in meeting client objectives successfully.
Education
Certification -
IMARTICUS
Pune, India01.2022
Bachelor of Commerce -
Symbiosis College Of Arts and Commerce
01.2020
High School Diploma -
Kendriya Vidyalaya
Pune, India01-2017
Skills
- Trade Booking Support
- Financial Reporting & Analysis
- Payment Processing
- Investor Relations Coordination
- Fund Migration
- Client Relationship Management
- Time Management
- Training and Development
- Strong Communication Skills
Certification
Certified Investment Banking Operations Professional, 2022
Timeline
Senior Analyst
CITCO
10.2022 - Current
Relationship Manager
HDFC BANK
08.2021 - 04.2022
Client Executive
CONCENTRIX
08.2017 - 07.2018
Bachelor of Commerce -
Symbiosis College Of Arts and Commerce
Certification -
IMARTICUS
High School Diploma -
Kendriya Vidyalaya
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