Manish Gupta Email & Phone Number

Pune, Maharashtra, India

I'm working for FactSet Benchmarking project.• Valuation and delivery of new index products (Equity and Fixed Income) to clients on a regular basis with strict delivery schedules. • Implementation of Corporate Actions into Indices. • Administration of existing Indices and Enhancement of Indices if requested by the client. • Database design and external vendor management.• Data management including securities maintenance internally, market data maintenance which includes… Show more I'm working for FactSet Benchmarking project.• Valuation and delivery of new index products (Equity and Fixed Income) to clients on a regular basis with strict delivery schedules. • Implementation of Corporate Actions into Indices. • Administration of existing Indices and Enhancement of Indices if requested by the client. • Database design and external vendor management.• Data management including securities maintenance internally, market data maintenance which includes price, corporate events, exchange calendars.Ensure the integrity of the index information and fulfill research for data anomalies failing data validation checks. Communicate with index data providers on suspect data issues.• Working closely with clients on new initiatives to ensure speed, optimization of cost/resources.• Writing logical mappings and transforming data, complexities range from basic unit conversions to data joining logic.• Execution and validation of the index calculation for Product delivery management.• Python programming to debug the codes and identify the cause of issue. Show less

By analysing the inspection report made by the SEBI & all exchanges (BSE, NSE, MCX, NCDEX, CDSL, NSDL) officials, Preparing PIA (Post Inspection Analysis) report. To communicate/ follow up with Stock Brokers over mail/phone for necessary details along with supportive documents. Arranging and attending the joint committee meeting (conference meetings) with SEBI & all exchanges (BSE, NSE, MCX, NCDEX, CDSL, NSDL) officials, Assisting all officials about PIA report. Based on PIA… Show more By analysing the inspection report made by the SEBI & all exchanges (BSE, NSE, MCX, NCDEX, CDSL, NSDL) officials, Preparing PIA (Post Inspection Analysis) report. To communicate/ follow up with Stock Brokers over mail/phone for necessary details along with supportive documents. Arranging and attending the joint committee meeting (conference meetings) with SEBI & all exchanges (BSE, NSE, MCX, NCDEX, CDSL, NSDL) officials, Assisting all officials about PIA report. Based on PIA report, allocating the respective cases to respective entities…like any exchanges or SEBI to which the case belongs to. After allocation of any particular case need to prepare and send official SEBI’s letter along with supportive documents to the allocated entity. Need to check and taking updates on SEBI Circulars/Acts/Regulations. Keep tracks of all the cases discussed in joint committee meeting and reporting to HOD as and when required. MIS,Record keeping, documentation, reports related to systems & procedures. Handling assigned administrative responsibilities. Show less

Mumbai, Maharashtra, India

Working in SAP Supply chain / Distributor and Supply chain operations. To create CRM entry as per the BPPO received & update the same after Billing for weekly review & forecast. Creating necessary approval for order loading (Credit, Days, Partner, Vendor) As the case may be. To make order loading entries in Excel Reports. Prepare clear executable Q2O as per captured documents which is sent by Business Partner. Prepare / Amend customer codes in SAP as per… Show more Working in SAP Supply chain / Distributor and Supply chain operations. To create CRM entry as per the BPPO received & update the same after Billing for weekly review & forecast. Creating necessary approval for order loading (Credit, Days, Partner, Vendor) As the case may be. To make order loading entries in Excel Reports. Prepare clear executable Q2O as per captured documents which is sent by Business Partner. Prepare / Amend customer codes in SAP as per requirement. Sales order creation in SAP for PO team to load the order on vendor.Co-ordination with partner regarding invoice, material, order, payment follow-up (if required.) Arrangement of vehicles and co-ordination with warehouse team. To update the CRM on weekly basis. Conduct operational and Q2O, CRM, SAP, BMC Transaction Training. To resolve technical issues of business tools with the help of IT team. To ensure all billing is done by executive as per Plan. Help to EDM team for linking of part & vendor sap codes in SAP. To generate PI and Tax invoice from SAP. Show less

Mumbai, Maharashtra, India

Understanding HNI client’s financial goals and Advising on their Investments and managing their overall financial portfolio. We help to investors, related to KYC query by using NSDL, CAMS KRA, CVL KRA, NDML KRA, DOTEX KRA, KARVY KRA websites & tools. To resolve the queries of SIX AMC’s SBI, ICICI, TATA, SHREERAM, IIFL, PPFAS like Purchase, redemption, dividends, Schemes, NFOs. We need to check with backend about KYC issues, Payment failed issues, Payment clearing from bank &… Show more Understanding HNI client’s financial goals and Advising on their Investments and managing their overall financial portfolio. We help to investors, related to KYC query by using NSDL, CAMS KRA, CVL KRA, NDML KRA, DOTEX KRA, KARVY KRA websites & tools. To resolve the queries of SIX AMC’s SBI, ICICI, TATA, SHREERAM, IIFL, PPFAS like Purchase, redemption, dividends, Schemes, NFOs. We need to check with backend about KYC issues, Payment failed issues, Payment clearing from bank & AMC’s side using different AMC’C tools. Show less

Mumbai, Maharashtra, India

To resolve billing related issues using CRM & to provide waiver on invoice with the help of client ‘s approval. Help to customers by generating SR & sending engineers, technical persons at customer place to resolve the network coverage issues. To rectify the issue through online by accessing the client’s device remotely with the help of our technical team to resolve the issue remotely about data-card, Dongle’s, Wi-Fi--hotspot Devices.