Sanjay Kumar Email & Phone Number

Delhi, India

.Managing investment of Provident Fund, Gratuity Fund, and Pension fund Trusts. investment and transaction in Mutual fund investment and updated in ICRA portfolio tracking software. Selection and analysis mutual fund Debt and Equity schemes using ICRA software . Conducted M2M mutual fund valuation reports for clients . Request quotes from market participants and share to clients which includes requlatory compliance and adherence to SLR ( Safety, liquidity, Return). Delivered comprehensive portfolio analysis presentation to Trustee, including Rating wise, issuers wise, residual maturity, sector wise. Performing scenario analysis of the portfolio and gauge effects of restructuring the portfolio for improvement of Yield and safety . Shared MIS Report and mutual fund valuation report with clients on time to time basis

Delhi, India

Delhi, India

. Shared mutual fund valuation report and Fixed income portfolio with clients on monthly basis. Reconciliation mutual fund and Fixed income portfolio with AMC statement and Demat/CSGL Statements. Brokerage received and payout from FD, Private placement, public issues,and IPOs.Managed PSU clients portfolio and provide investment allocation recommendations .Developed investment strategies and allocation based on anticipated security duration, Yield, and Maturity profile, issuers wise . Established macro to identify sectors, and companies for investment, conducting fundamentals to determine price target and Growth

Delhi, India

Situation:- Led a team to implement the new CRM in Branch offices Task:- Implement the new CRM across PAN India to avoid mutual fund reports (Excel) and improve report accuracy Action:- Crafted the SOPs for CRM, established the support team in Delhi office for 24*7 assistance, demonstrated the CRM to branch offices, and implemented itResult:-:With 6 months, 75% of Branch moved from manual reports to the CRM. Established validation parameters, automated existing reports using Excel, and trained 4 team members to follow the process for capturing data, reducing daily reports TAT 6 hours to 2 hours . Developed an Excel based test series to enhance team skill and improve work efficiency . Based on fraud data, amended the SOP for the audit team to reduce risk.Managed all ad-hoc and Fixed reports, delivering them to the respective team/owner at the decided