Kokil Patel Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

Process Improvement and Reconciliation: Reconciled various accounts to eliminate discrepancies and enhanced process flow, leading to more efficient operations.Training and Efficiency Enhancement: Trained new employees on reconciliation methods, resulting in a 20% increase in overall efficiency.Cost Savings and Pilot Project Execution: Managed Sundry ATM operations, saving the firm an average of $4,000 monthly. Additionally, executed the MICRO ATM pilot project for JPMC, reconciling 285 ATMs and thoroughly investigating discrepancies for timely resolution.Collaboration and Reporting: Collaborated with CTO Partners to resolve outstanding items, prepared critical account monitor and performance summary reports for general ledger, and discussed findings with clients during global calls. Worked with business partners to prepare SLA, month-end, and clearing percentage reports, and provided volume trend analysis.

Bengaluru, Karnataka, India

Portfolio Management Excellence: Actively managed a diverse portfolio exceeding $200,000 in stocks, futures, and options by leveraging value and technical analysis methodologies.Benchmark Outperformance: Consistently outperformed the SENSEX benchmark by 8% from April 2017 to May 2020, demonstrating superior investment acumen.Strategic Investment Selection: Identified and invested in top-performing stocks such as IGL, Bajaj Finance, ICICI Bank, and Reliance, contributing significantly to portfolio growth.Comprehensive Trade Monitoring: Oversaw trade life-cycle management and meticulously tracked performance through profit and loss statements, ensuring informed decision-making and sustained profitability.

Certificate In Financial Modeling And Valuations, Finance, General

Bachelor Of Engineering - Be, Mechanical Engineering

Class 12

Class 10