See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Sanjay Nadgir is a seasoned finance professional with expertise in investment banking, mutual funds, and financial services. He has 6+ years of experience in team management, transaction processing, and fund accounting. Sanjay holds a PG Diploma in Business Administration from Symbiosis Institute of Management and certifications from the National Stock Exchange of India Limited.

Credentials

  • NSE Certified Market Professional (NCMP) Level 1
    National Stock Exchange of India Limited
    Oct, 2015
    - Apr, 2026
  • NSE Certification in Commodities Market Module
    National Stock Exchange of India Limited
    Sep, 2015
    - Apr, 2026
  • NSE Certification in Capital Market (Dealers) Module
    National Stock Exchange of India Limited
    Sep, 2014
    - Apr, 2026
  • NSE Certification in Equity Derivatives
    National Stock Exchange of India Limited
    Jan, 2014
    - Apr, 2026
  • NISM Series V- A Mutual fund Distributors Certification Examination.
    National Institute of Securities Markets
    Jul, 2015
    - Apr, 2026

Experience

    • Excutive Assistant
      • Apr 2018 - Present
      • Mumbai

    • Online Trading
      • Jul 2011 - Mar 2018
      • Mumbai

    • Operation Leader
      • Nov 2009 - Jun 2011
      • Kolhapur

      Handling 3 team comprising of 60 people - Retail Lockbox, wholesale Lockbox and Residential Mortgage team.Managing Two banking and 1 Mortgage processes with 5 team leader reporting and 55 team member.Preparing Daily & Monthly billing reports/projections of the processesResponsible for recruiting /training and mentoring of all the agentsPreparing daily & monthly compliance reporting to the clientResponsible for management of BCP ( Business Continuation Plan) requirements of the teamSpecial MentionImproved the Fte realization as per management requirementsRamp up the team from 20 member to 55 member team in a month time

    • Senior Associate
      • May 2005 - Nov 2008
      • Mumbai

      ProfileHandling a team comprising of 7 people - The Pricing Valuation Trade Team. Accountable for processing trades for Daily Pricing Funds which are NAV based funds and for which Daily NAV is calculated by respective valuation teams. Working on the processing system called "MCH" (Multi Currency Horizon) based on "CITRIX" where the trade instructions are received from Investment Manager via. SWIFT (Society for Worldwide Interbank Financial Telecommunication) in ETD (Electronic Trade) mode. Verifying all the trade details & pushing the trades from MCH. Interfacing with Fund Groups (custodian bank employees) for respective funds for any queries. Responsible for MIS reporting, auditing of the status of day's work, including checking of the status of the trades which are pushed by team member or are pending. Preparing daily & monthly compliance reporting to the custodian bank.Imparting training to new joinees' of the process and updating the team members of any new process.Responsible for management of BCP (Business Continuation Plan) requirements of the team.Imparted cross training in Manual trade processing.Imparted training in ETD for other team in APAC region.Special MentionSelected for the migration of the process. Visited Australia for migration purposes for 15 days, rose to a senior level position within 12 months.Successfully negotiated with onshore clients for additional billability of 2 team members as productivity had increased.Knowledge of custody and corporate action.Implemented the BCP plans for the team as per managerial guidelines.

  • CompSoft BPO Pvt. Ltd
    • Mumbai Area, India
    • Senior Data Analyst
      • Jan 2004 - Apr 2005
      • Mumbai Area, India

      Handled the Data Analysis of Dividend Data of US Mutual Fund from various sources and accurately updated it in the company's mainframe system.Conducted research on various websites like NYSE, NASDAQ, company websites, EDGARPRO, and Yahoo Finance for dividend data analysis and extracted the dividend data.Received Letter of appreciation for best employee in year 2005.

Education

  • Symbiosis Institute of Management - 2011
    PG Diploma Business Administration, Finance
  • L.N. Wellingkar Institute of Management
    Diploma, Business Management
  • Nazareth Speakers Academy
    Diploma, Public Speaking
  • 1985 - 1990
    N.G.Acharya Collage
    Bcom, Accountancy
  • 1974 - 1985
    Sadhana vidyalaya

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles