Business Head - Indore

• Mar 2022 - Present

Senior Manager

• Apr 2018 - Oct 2021

• Quantitative and Qualitative Mutual Fund Analysis on monthly basis. • Analyze the Equity Mutual Fund Schemes based on the parameters like Fund House, AUM, Fund Asset Allocation, Historical Performance, Fund Managers activity, Risk measures (Beta, Standard Deviation, Sharpe Ratio, Alpha, etc.), Stock diversification, Portfolio Turnover. • Analyze Debt Mutual Funds Schemes based on multiple parameters like Fund House, AUM, Credit Ratings of underlying assets (Corporate Deposits, NCDs, CPs T-Bills, Sovereign Bonds, CBLO, etc.), Average Maturity, Modified Duration, Historical Performance, YTM, Interest Rate Scenario. • Customize portfolio based on the client goals, investment horizon, risk appetite and execute the same after discussing with the clients. • Manage the Mutual Fund AUM and build relationships with the client. • Handling Company’s HNI and NRI clients’ queries and approaching them for new investment. • Conduct portfolio review meetings with the client. • Manage operation team workflow, currently managing team of 7. • Handling Company’s Finances. Show less

Associate Financial Analyst

• Sep 2016 - Apr 2018

• Develop new models for product libraries that will showcase product capabilities to end-users • Works with our partner to build models within excel for investment bankers, asset managers. • Building models on various asset classes. • Taking ownership of individual deliverables within strict timelines. • Working on various databases like Bloomberg, Thomson Reuters, Factset Additional Responsibilities. • Identified operation processes inefficiencies and recommended necessary improvements. • Analyze utilization and capacity against performance goals. Show less

Operation Manager-Mutual Funds

• Dec 2014 - Jul 2016

• Manage & handle mutual fund operations. • Brokerage reconciliation. • Solve clients’ queries and approach them for new investment. • Organizing Investors Awareness Program with the help of AMC’s. • Responsible to maintain client’s data using software (DATA COMP) • To handle all the financial work of the firm (Accounting, filling ITR, Petty cash management • Manage & handle mutual fund operations. • Brokerage reconciliation. • Solve clients’ queries and approach them for new investment. • Organizing Investors Awareness Program with the help of AMC’s. • Responsible to maintain client’s data using software (DATA COMP) • To handle all the financial work of the firm (Accounting, filling ITR, Petty cash management