Rohan Baranwal Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Navi Mumbai, Maharashtra, India

As an investment operations analyst, I have the opportunity to work with various financial instruments in both the OTC and capital markets. One of my key responsibilities is to monitor and manage the variation margin breaks for OTC Trades and ensure that it is properly balanced.To do this, I must maintain an analytical mindset and a positive attitude, constantly assessing data and making informed decisions about ongoing solutions for margin breaks and client movements.Additionally, I am responsible for preparing reconciliation reports for all trades and presenting them to seniors and onshore. This helps me develop my analytical skills and attention to detail.Overall, this job is challenging but rewarding, allowing me to apply my knowledge and develop my skills in the field of investment operations."

Thane, Maharashtra, India

As an Assistant Manager in Customer Relationship of Global Investment Desk at Kotak Securities, I played a key role in helping clients invest in the US market, particularly in NYSE and Nasdaq. My responsibilities included providing personalized assistance to clients in their investment decisions, guiding them through the investment process, and ensuring that they receive timely and accurate information about their investments.During my tenure, I gained extensive knowledge and skills in equity sales and equity derivatives. I also developed a deep understanding of SEC regulatory and trading requirements, which enabled me to provide clients with sound investment advice and recommendations.Additionally, I have good hands-on experience in using excel and data presentation tools to effectively communicate investment information to clients, and to analyze market trends and patterns.Overall, my experience in Kotak Securities has helped me develop a strong foundation in the global investment market, and has honed my skills in customer support, equity sales, equity derivatives, SEC regulatory and trading knowledge, and data analysis and presentation.

Equity Research Cohort, Equity Valuation, Financial Statement Analysis, Report Writing, Sector Analysis

100% Practical Cohort By Parth Verma Sir Cohort Overview: -Corporate Governance Analysis -Financial Statement Analysis -Advance Ratio.

Equity Research Course, Equity Valuation, Financial Statement Analysis, Report Writing, Sector Analysis

Bachelor Of Commerce - Bcom, Accounting And Finance

Activities and Societies: I have a passion for public speaking and have been involved in various events throughout my college years.

Bachelor Of Commerce - Bcom, Finance/Commerce, General