UK Retail Clients Maintenance

•Preparation of Portfolio of Investments for various clients ex. UBS, Wellington, Value Line etc.•Financial Modeling’s of various kinds of fixed income and Equity, Fixed Income and derivatives Securities e.g. Swaps Future, Options, and Repurchase Agreements.•Provide Client specific reports ex. App/Depp Report, Swaps Table, Derivative Table etc.•Work with Business Excellence team in Development, Testing and Implementation of Various Applications. Plan and conduct Functional / User… Show more •Preparation of Portfolio of Investments for various clients ex. UBS, Wellington, Value Line etc.•Financial Modeling’s of various kinds of fixed income and Equity, Fixed Income and derivatives Securities e.g. Swaps Future, Options, and Repurchase Agreements.•Provide Client specific reports ex. App/Depp Report, Swaps Table, Derivative Table etc.•Work with Business Excellence team in Development, Testing and Implementation of Various Applications. Plan and conduct Functional / User Acceptance testing.•Perform daily Client reporting and communications on summary of POI deliverables Show less

Treasury Operations Manage Treasury Operations (Cash Receipting and Deal Settlements.) Prepare all types of performance, quality, and business related reports of the team Handles various Asset Servicing Operations e.g. Trade Processing, Settlements, Sales Matching etc Closely work with onshore team in timely updation of VP reports and deal status through Lotus Notes. Sound knowledge of UK Transfer Agency and UK Mutual Fund.

Sales promotion and development through self appointed financial consultants.Initial Underwriting of Insurance proposal of the customers.Training and development of financial consultants.; Maintain and enhance Customer relations at various branches of HDFC home loan finance.Financial planning consultation on various financial products viz. Mutual funds, Insurance plans and fixed deposits.