Deepak Dalvi

Deepak Dalvi Email and Phone Number

Investment and Insurance product operation @ Axis Bank
Mumbai, MH, IN
Deepak Dalvi's Location
Mumbai, Maharashtra, India, India
Deepak Dalvi's Contact Details

Deepak Dalvi personal email

n/a
About Deepak Dalvi

Deepak Dalvi is a Investment and Insurance product operation at Axis Bank. He possess expertise in instrumentation.

Deepak Dalvi's Current Company Details
Axis Bank

Axis Bank

View
Investment and Insurance product operation
Mumbai, MH, IN
Website:
axisbank.com
Employees:
97942
Deepak Dalvi Work Experience Details
  • Axis Bank
    Investment And Insurance Product Operation
    Axis Bank
    Mumbai, Mh, In
  • Axis Bank
    Investment & Insurance Product Operation
    Axis Bank Oct 2013 - Present
    Mumbai Area, India
    Key Contribution • Integrated one point solution for all Investment products offered by the bank which covers Investment account opening, KYC, Mutual Funds, Alternate Products (Structured Products, DPMS & Private Equity),Bonds and Insurance as a part of core team of Investment Operations Team• Contributed to Introduction of a single system to handle the volume & maintain quality data with Infosys WMS software which was integrated with Infosys finacle core • Independently trained BCP staff and activated Business Continuity Plan (BCP ) in Hyderabad and Airoli locations• Developed and Conceptualized Online Transaction Module for Mutual Funds of Axis Bank Internet Banking , Mobile Banking , PFM & OTP Base Platforms• Online Registration Module invented in Axis Bank over all available digital platforms Internet Banking , Mobile Banking , PFM & OTP Base Platforms (first in Industry OTP based joint investment account registration)• Implemented and enabled new 8 AMC under CPA mode for online transactions Present Job Role:-• Mutual fund Transaction verification, Execution & Settlement with RTA/AMC for CPA( Execution ) & Distribution • Coordination with AMC / RTA for development / raise concerns related to Mutual fund Feed file , Confirmation & commission revenue• Monitoring & uploading reverse feed file for all RTA & AMC in IPS software to update customer transactions.• Handling coordination with IT to enhance new developments in Investment products (Manual & Automation )• Revenue Reconciliation & Commission Calculation Highlights • Enabled online platform: Maximum transaction & investment id creation converted from distribution to Execution module while lead to Save the Printing & Manpower cost.• Identified & implemented process efficiency measures which helped to migrate 60% paperless based mutual fund trades• CPA Mode : Enabled new AMC’s under CPA mode so process automated and save manpower cost • BCP setup : Reduced the operation & business loss
  • Axis Bank
    International Private Banking Operation
    Axis Bank Jun 2009 - Sep 2013
    Mumbai Area, India
    Key Contribution • Part of core Team for setting up a private banking wealth management operations for the Singapore & Dubai Branch • Completed UAT with Olympic Software (Geneva Base) for Investment banking Customer Creation , Forex & Third party products offered by BPERE ( Custody) Bonds , Mutual Fund , Private Equity , DPMS products & after that execution & settlements though India operations.• Successfully managed the entire SOX process documentation for entire wealth management operations Job Role:• Coordination with all International Private Bankers ( Singapore & Dubai ) for client activation & queries• GL Reconciliation for all products • Fees/Commission tracking for all Products i.e. Forex , Bonds ,Mutual fund , Customer inward /outward • Forex Deal Settlements for our private banker customers
  • Axis Bank
    Treasury Operations
    Axis Bank Jun 2006 - Jun 2009
    Worli
    • Played a key role in setting up the entire operation for PMS activities by successful implementation of software (Moneyware Integra) for the launch of its new product – Wealth Advisory Services in June 2006 and achieved smooth & effective execution of PMS operations, Equity and Mutual fund, Bond & Managed Accounts ( Structure product , private equity & DPMS ) sales software.• Activated services of Family office Business & Held Away portfolio Business.Job Role:• Coordination with all Wealth managers / Private Bankers for client activation & queries related to Demat account, Broker & Mutual fund • Execution online & Offline Mutual fund deals • Valuations of Mutual fund and Equity portfolios - Co-ordinations with AMC & Broker for wealth & Private Banking Customer Investments & queries. • Settlement of IPO’s deals (coordination with Broker for Execution & Registrar for customers refunds)• Uploading correct equity trades & equity Rates price files as well as Broker Payment & Pay in /Pay out For Equity Stock• Updation & tracking of entire Corporate action {Equity & Mutual fund} which includes dividends, Split, Bonus, Merger & Demerger of Scrip's.• Compilation & recovery of Management fees for the wealth & Private Banking Customers.• Equity Stock, Mutual Fund & Bank reconciliation for wealth & Private Banking Customers.• Execution, Tracking and valuations For third Party Products ( Private Equity , Structure Products , DPMS )• SEBI reporting Monthly basis.• Finding out loopholes in the money ware system & liaising with the software vendor for getting the system updated / Enhanced for automation process.

Deepak Dalvi Skills

Instrumentation

Deepak Dalvi Education Details

Frequently Asked Questions about Deepak Dalvi

What company does Deepak Dalvi work for?

Deepak Dalvi works for Axis Bank

What is Deepak Dalvi's role at the current company?

Deepak Dalvi's current role is Investment and Insurance product operation.

What is Deepak Dalvi's email address?

Deepak Dalvi's email address is de****@****o.co.in

What schools did Deepak Dalvi attend?

Deepak Dalvi attended National Institute Of Securities Markets (Nism), Indira Gandhi National Open University, Indira Gandhi National Open University.

What skills is Deepak Dalvi known for?

Deepak Dalvi has skills like Instrumentation.

Who are Deepak Dalvi's colleagues?

Deepak Dalvi's colleagues are Chandra Shekar Poojary, Deepaksh Upadhyay, Saurabh Chalke, Melvin Fernandes, Javed Shaikh, Mohammad Irfan, Vishal Kumar.

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