Sameer Shaikh Email & Phone Number

Aurangabad, Maharashtra, India

Aurangabad, Maharashtra, India

Mumbai Area, India

Enhance the value of existing accounts of Current account & saving account customers. Responsible of retention of accountsRelationship Management for a Portfolio of customersResponsible for Cross Sell & enhancing relationship with existing customers by selling of Investment products like Mutual Fund, Insurance & Current account & Saving account through generation of referrals from internal databaseCustomer service to ensure walk in customers issuesManaging Operations like A/c opening, Fixed Deposit, Lockers, and Forex etcReview all critical reports, monitor cash levels, fraud control, filing etc

Mumbai Area, India

Mumbai Area, India

Processing requests for entitlements to Morgan Stanley proprietary and third party vendor electronic trading platforms. Maintaining existing user accounts and managing queries related to them. This includes configuration of and linkages to downstream systems to ensure straight through processing of trades. External platforms include Bloomberg, Trade web and Market Axes. Processing requests for entitlements to Morgan Stanley proprietary extranet applications providing research and other services, and third party vendor platforms delivering Morgan Stanley research. Maintaining existing user accounts and managing queries related to them. External platforms include Bond Hub (also known as Market Hub), Bloomberg and Thompson Reuters. Processing requests for entitlements to a variety of internal risk and inventory management applications. Maintaining existing internal accounts. Following specified procedures for different platforms, applications and products, managing multiple queues throughout the day, and ensuring delivery within established SLAs. Participating in / responding to periodic entitlement audit inquiries and reviews. Producing metrics/reporting of work done by the team, and data integrity are all functions of this position. Maintain procedures database for reference. Using the report generation tool to generate/distribute business critical reports in response to business requests. Liaising with clients’ sales coverage and with vendors to remediate any issues related to client/product setup. Taking corrective measures for any trade flow issues resulting from incorrect setup and following up with the relevant IT groups to resolve any technical issues. Maintaining documentation related to client account setup on electronic trading and research platforms. Proactively explore new ideas and suggestions to improve current processes and formulate new ones when new products come on board.

Mba Finance, Finance

B.Com, Commerce,Finance, A

Ssc