Financial and Investment Management
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Private Research AnalystCrisil Global Research & Risk Solutions May 2022 - Apr 2023Mumbai, Maharashtra, India- Developed understanding of financial institutions and corporate hierarchies, mapping pertinent information with 95% accuracy, demonstrating strong analytical skills.- Conducted in-depth analysis of derivatives information from annual reports and assisted senior team in data accumulation, analysis, and summarization from public sources, contributing to a 20% increase in data accuracy, showcasing research and data analysis abilities.- Executed data input on proprietary tools with 99% precision and communicated qualitative insights effectively to team and stakeholders, resulting in a 15% improvement in decision-making processes, highlighting communication and attention to detail skills.- Implemented streamlined processes, boosting team efficiency by 20% and reducing data processing time by 25%, and recognized for precision and accuracy in data execution, enhancing integrity, demonstrating organizational and process improvement skills.- Collaborated across teams to develop comprehensive reports, aiding strategic decision-making, and achieving a 30% increase in report quality, showcasing teamwork and collaboration abilities. -
AssociateSs&C Globeop Jul 2020 - Apr 2022Mumbai, Maharashtra, India- Conducted daily reconciliation of Cash, positions, and transactions across diverse asset classes including Equity, Corporate Bond, MBS, Derivatives (Listed), Repo, Bank Loan, and private securities with 98% accuracy, showcasing proficiency in financial analysis and attention to detail.- Analyzed and resolved all security and cash position differences related to reconciliations, ensuring 100% discrepancy resolution within tight deadlines, demonstrating strong problem-solving and critical thinking skills.- Coordinated break resolution process with Clients, Prime brokers, Counterparties, and internal departments, resulting in a 20% reduction in resolution time and enhanced client satisfaction, highlighting effective communication and negotiation abilities.- Tracked corporate actions such as rights, bonuses, splits, amalgamations, dividends, etc., with precision, facilitating accurate accounting and reporting, demonstrating knowledge of financial markets and regulations.- Handled reconciliation of various transactions and matched Trade Economics between Client Data and Prime Brokers/Counterparty statements with 99% consistency, ensuring data integrity and reliability, showcasing proficiency in data management and analysis. -
Senior Relationship ManagerAngel Broking Ltd Nov 2017 - May 2018Mumbai, Maharashtra, India- Provided expert advice and guidance to clients on Equity investments, Mutual funds and derivatives resulting in a 20% increase in client portfolio value, demonstrating proficiency in investment analysis and strategy.- Cultivated and maintained strong client relationships through proactive engagement and personalized education on investment strategies, contributing to a 30% improvement in client satisfaction, showcasing exceptional communication and interpersonal skills.- Successfully achieved and surpassed brokerage targets through strategic planning and effective client management strategies, highlighting sales and negotiation abilities.- Led efforts in accelerating client base growth, resulting in a 25% expansion of the client portfolio, demonstrating leadership and business development skills.- Executed trade orders with precision and efficiency, ensuring seamless transactions and client satisfaction, showcasing strong execution skills.- Utilized in-depth research reports to provide tailored investment advice, enhancing client decision-making and investment performance, demonstrating analytical and research capabilities. -
Equity AdvisorMotilal Oswal Financial Services Ltd Jul 2017 - Nov 2017Mumbai, Maharashtra, India- Provided expert advice to clients regarding Equity investments, Mutual funds, derivatives resulting in a 15% increase in client portfolio value.- Fostered strong client relationships through personalized guidance and education on investment strategies, leading to a 25% improvement in client satisfaction.- Successfully achieved brokerage targets through strategic client engagement and effective investment recommendations including Portfolio management Services.- Expanded client base by 20% through proactive outreach and networking initiatives.Executed trade orders accurately and efficiently, ensuring timely execution and optimal client outcomes.- Offered informed investment advice based on thorough research reports, enhancing client decision-making and investment performance.
Aditya Yadav, Csc Education Details
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Financial Planning And Services -
Bombay Stock Exchange InstituteA -
Investment Management
Frequently Asked Questions about Aditya Yadav, Csc
What is Aditya Yadav, Csc's role at the current company?
Aditya Yadav, Csc's current role is Masters in Global Financial Markets | Canadian Securities Course | Financial Planning Diploma | Private Research Analyst @ CRISIL Limited | Also Expert in Financial services and Advisor, OTC Derivatives..
What schools did Aditya Yadav, Csc attend?
Aditya Yadav, Csc attended Conestoga College, Bombay Stock Exchange Institute, Thakur College Of Science & Commerce.
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