Experience

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  Mashreq Capital DIFC Limited

  • Dubai, United Arab Emirates

  • Assistant Manager - Business Development & Marketing

    • May 2023 - Present
    • Dubai, United Arab Emirates

    Responsible for providing support to Business Development manager to manage client relationships.Increase asset under management through distribution channels.Onboard new clients and manage the KYC process. Also, maintain the KYC of the Mashreq Capital clients.Lead projects, prepare proposals and portfolio management reporting material for client meetings.Organize and conduct road shows and training sessions for product pitches.

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  Dubai Gold & Commodities Exchange

  • Dubai, United Arab Emirates

  • Trade and Surveillance

    • Mar 2023 - May 2023
    • Dubai, United Arab Emirates

    Undertake daily operational tasks to ensure smooth running of the trading environment. Ensure that all relevant surveillance activities are undertaken in accordance with relevant By-Laws, policies and procedures Key responsibilities - Market Operations, Market Surveillance, Member Management, Management Information, Projects.

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  MI CAPITAL Services

  • Dubai, United Arab Emirates

  • Strategy Business Development Manager

    • Sep 2022 - Dec 2022
    • Dubai, United Arab Emirates

    Corporate communication & assisting management requirements Driving the Strategic Partnerships with various market players Leading Events and Marketing

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  JPMorgan Chase & Co.

  • Mumbai Area, India

  • Associate

    • Oct 2013 - Apr 2022
    • Mumbai Area, India

    Provide support to Strategy Investment Specialist team while working closely with Portfolio Managers and Investment Specialists of the product strategy. Support top- management on daily business activities.Responsible for the overall management support; strategy design, reporting and communications with the clients. Partner with the portfolio management desks and leverage product and market expertise for client acquisition and retention.Work closely with the stakeholders to assist with the preparation of portfolio marketing materials for clients and investors which includes presenting the materials in the client meetings.Assist in preparation of high quality written content on products. Assist investment processes associated with multiple groups within JP Morgan Asset Management (Client Advisory, Client Account Manager, Compliance, Consultants and RFP/DDQ).In Client Reporting, responsible to provide support to the clients by providing timely and high quality client reports for institutional Clients in EMEA and US region; the focus is on developing, managing and executing operational processes and tasks in support of Client Reporting. Reporting primarily focused on preparing fund factsheets, client review decks, standard and customized client reports. Project Management – Support the team with any ad-hoc portfolio analytical request (fee analysis, AUM monitor). Also, work on efficiency projects to create robust process in place. Take alead on any assigned projects within the team.

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  State Street Syntel Services Private Limited (Financial Kpo)

  • Mumbai, Maharashtra, India

  • Income Analyst

    • Apr 2012 - Oct 2013
    • Mumbai, Maharashtra, India

    Dealing directly with the clients and maintaining client's portfolio on behalf of Investment manage. Basic purpose of income processing group is to daily reconcile between IM Record Keeping System and custodian data to provide the accurate cash availability at the end of the day to the client to enable them to take future investment decisions.