Imagem de perfil de sanjay170
Bandeira de India Delhi, India
Membro desde 11 de julho de 2014
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MBA Finance/Team Lead/6 years Exp in clearing and settlement, Equity Trade Settlement, prime brokerage, Stock Loan, DTC settlement, Trade support, Capital Market, euroclear and Reconciliation in investment Banking Industry and have US B1 VISA.
$6 USD/hr
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Team Lead

Apr 2013

 Lead a team of 12 members and cover major responsibility like achieve SLA and daily targets and people management..  Process management which include process documentation, training to juniors & new joiners and resolve all escalations & clients queries.  End to End settlement of Apex Clearing and E Trade client.  Assess MIS reports and High Value Reports.

Equity Analyst

Apr 2011 - Apr 2013 (2 years)

 Handled Stock Loan team for end to end process.  Conducted pre-settlement check with Global Teams for UK & Germany.  Supported trading desk or fund house while settling down trades in real market.  Imparted cross training to team members regarding current process.  Prepared reports which include Auto borrow report, EOD Fails report for higher management.  Pre-matching of a trade on SD-1, SD-2 & Maintained low failing trades in respective market.  Done contracting services to various Brokerage firms for all Securities Lending transactions.  Attended weekly tele-conference with Global & Domestic Teams to discuss settlement related issues.

Analyst (Consultant)

Apr 2009 - Apr 2011 (2 years)

 Preparing Monthly/Quarterly Customised reports as per client guidelines Data Entry and MIS reports in Excel  Identifying and resolving account related transactional & valuation breaks.  Valuation Reconciliation process and Fixing the trail balance break  Audit requests on client account balances & holdings.  Reconciliation Process, Security Classification and Month End Process  Daily transaction and Monthly valuation reconciliation  Given three process improvement ideas, which was very helpful in sense of Cost, time and efficiency

Financial Advisor cum Accountant

May 2006 - Apr 2007 (11 months)

o Financial Control of Stock and loss of inventory in the godown. o Data entry of Bills both Purchase and Sales. o Checking the financial Statements like Bank account statement. o Monitors the inflow and outflow of payment.


Bachelor of Commerce

2003 - 2006 (3 years)

Master of Business Administration

2007 - 2009 (2 years)


Capital Market (2009)

NSE - National Stock Exchange of India Ltd.


  • Numeracy 1
  • US English Level 1


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