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Milan Acharya is a seasoned finance professional with extensive experience in risk management, portfolio management, and trading. He has worked with top firms like Tradebulls Securities (P) Limited, Sharekhan, and Anagram Securities Ltd, and holds various certifications from NISM and National Stock Exchange of India Limited.

Credentials

  • NISM Series-III-A: Securities Intermediaries Compliance (Non-Fund) Certification Examination
    National Institute of Securities Markets
    Aug, 2014
    - Apr, 2026
  • Capital Market (Dealers) Module (CMDM)
    National Stock Exchange of India Limited
  • Derivatives Market (Dealers) Module (DMDM)
    National Stock Exchange of India Limited
  • NISM-Series I Currency Derivatives Certification Examination
    National Institute of Securities Markets
  • NISM-Series-VA - Mutual Fund Distributors Certification Examination
    National Institute of Securities Markets
  • NISM-Series-VI: Depository Operations Certification Examination
    National Institute of Securities Markets

Experience

    • India
    • Financial Services
    • 700 & Above Employee
    • Head BA & Executive Assistant
      • Nov 2023 - Present

      Head BA- Coordinate with different teams (Business, Operations, IT) to discuss ideas and business needs- Analyze competitors for product and process comparison- Manage projects, oversee testing, and provide support for user acceptance testing (UAT)- Communicate with Exchange, Depository, Legal, Compliance teams to ensure smooth operations- Guide branches/business partners in implementing new processes/productsExecutive Assistant- Support the CEO and assist other executives as needed to achieve company goals efficiently- Improve internal processes, coordinate resources, and manage communication- Plan and prioritize tasks to meet executive needs and uphold organizational standards

    • Assistant Vice President – Information and Product Management
      • Mar 2019 - Oct 2023

      My key responsibilitiesUnderstanding & analyzing the business requirementsPreparing the Business Requirement Document (BRD)Assigning responsibilities, setting deadlines and managing progress of software/product developmentOverseeing the development of prototypes and wire framesCo-ordinate between Agencies, Tech teams and Business teamsLiaising with various intermediaries and regulatorsUser Acceptance Testing (UAT) & Functionality testingConstant enhancements of the digital asset after ‘Go-Live

    • India
    • Financial Services
    • 700 & Above Employee
    • Deputy Manager Operations - Training
      • Oct 2012 - Mar 2019

      Managing a team for handholding New Business PartnersPlanning, managing, implementing annual and mid-term PAN-India training schedulesProviding strategic and operational planning input for the regional operations and product development, providing various critical MIS, report progress and results to senior management.Driving knowledge & skill improvement process among team membersHandling SEBI, Exchange and Depository Audits

    • Area Operations Manager
      • Feb 2010 - Sep 2012

      Manage and ensure high levels of client servicing, Strategic and operational planning input for the regional operations and product development,Undertake regular Compliance and Surveillance activities

    • Senior Operations - Risk management
      • Jul 2007 - Jan 2010

      Risk Management ( Equity, Commodity and FX )

    • Risk executive
      • 2005 - 2007

      Analyzing key exposures - Intra-day monitoring of margin short-fall cases and extra leveraged positionsWorking on the development and functioning of Surveillance of the ONLINE trading terminalsPreparing limits sheet at regular intervals – reviewing trader requests for approvals for increase in intra-day exposures

Education

  • 2013 - 2014
    Government Law College, Mumbai
    Post Graduate Diploma in Securities Law, Securities Law
  • 2001 - 2004
    Gujarat University
    Bachelor of Business Administration (B.B.A.), Finance
  • 1995 - 2001
    St Xavier's Mirzapur Ahmedabad
    Commerce
  • 1987 - 1994
    Birla High School (formerly Hindi High School) - Calcutta
    Junior School

Suggested Services

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Industry Focus. “Financial Services”

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