Jyoti Gangwani
Wellington
Summary
Self – motivated & passionate, Masters in Finance with Professional work experience in Banking and Financial Markets. An ability to deliver superior results with strong administrative, analytical & practical skills. Boosted understanding of concepts & techniques.
Overview
19
19
years of professional experience
1
1
Certification
Work History
NR Product Counsellor
Equitas Small Finance Bank
06.2021 - 09.2023
- Built customer engagement program with Marketing
- Variety of different written communications for customer engagement via Email/SMS/Watsapp
- Customer Service
- Identify areas of improvement on various Products/Processes and implement changes in co-ordination with Compliance, Legal, Products and Operations Team
- Drive Knowledge/Certification initiatives on Product, Compliance and Processes of NR Business and Remittance
- Website - NR Tab Changes on Bank’s Website in connection to improved Process, Products and FAQs
- Product Enhancement - Placing requirements for internal system enhancements on JIRA via URD and getting BRD & FSD finalised
- Collaborated with International Banks, Exchange Houses & Fin-Tech Companies to achieve seamless international remittances for the clients
- MIS for daily/Weekly/Bi-Weekly/Monthly reports to keep track of accounts opened, Relationship Value, improving NR Book quality, tracking contests at National, Regional, Cluster and Branch Level
- Employee Target Budgets
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
MIS Associate
Teamlease Services Ltd.
12.2020 - 05.2021
- Generate and distribute management reports in accurate and timely manner & develop MIS Formats to allow for smooth operations
- Provide recommendations to update current MIS to improve reporting efficiency and consistency
- Perform data analysis for generating reports on periodic basis
- Understand client requirements and provide appropriate technical and practical solution.
- Installed improvements and adjusted parameters to optimize functionality.
Private Tutor
Freelancer
06.2018 - 12.2020
- Delivered personalized educational, behavioural and emotional support to individual students to enable positive learning outcomes
- Evaluated student progress through analysis of test scores and homework completion
- Developed student confidence though attentive instruction in Economics, Business Studies, Accounts (IGCSE, ICSE, HSC) applying positive reinforcement strategies
- Made lessons interesting and engaging using different teaching pedagogy.
- Met with parents to discuss student progress and address concerns.
- Used positive reinforcement, repetition, and review to help students master challenging material.
Internship
Podar International School
07.2019 - 03.2020
- Micro Teaching on various topics in an innovative way
- Observed class lessons of experienced practitioners
- Invigilation of Cambridge Checkpoint/IGCSE/A Levels & School Examinations
- Conducted Practice Lessons
- Presented lessons in a comprehensive manner with aids like visual/audio to facilitate learning
- Worked as a floating Teacher for Subjects - Business Studies, Accounts, Economics.
- Prepared project presentations and reports to assist senior staff.
Equity & Derivatives Dealer - Advisor
ING Vysya Bank Ltd.
01.2006 - 08.2014
- Execution of Equity & Derivative Trades with an average daily volume of 20-25cr/Monthly 160-170cr
- Maintained strong network of contacts in financial industry
- Educated clients on various in-house recommendations and provided professional assistance in Capital Markets
- Tracking Portfolio Performance, open Derivatives Position, Margin Calls, Timely rollover of positions, Reverse Cash & Carry and Long Dated Call/Put Options for internal assessments and updating clients about the plans and strategies
- Monitored compliance with processes, policies, procedures and standards in regards to ceiling of Investments in Equity Shares
- Validating NAVs & Performance of the Portfolios
- Accounting agent for NAVs, including Cash Position, market value & Corporate Actions
- Reviewing & maintaining Clients’ Portfolios vis-a-vis Model Portfolios
- Gathered and analysed NAVs/Models/Portfolio Performance for the Audit with E&Y
- Preparing or interpreting financial statements of clients and analysing financial documents summaries for performance of portfolios and client’s financial goals
- Recommended changes in system Enhancement to the Business Analyst for Automated Order View Dealer, Daily Transactions, Security Cross Reference, Automated Model Portfolios.
Equity Dealer
Real Value Investments
04.2004 - 12.2005
- Oversaw equity, IPO, commodity and derivatives trades
- Conducted research to answer questions and handle issues using multiple systems and resources
- Portfolio reconciliation and formatting
- Answered inquiries and provided information to clients & fulfilled quote requests to deliver excellent customer support.
Education
MBA - Finance
Victoria University of Wellington
11.2024
PGDFM - Finance
NMIMS
01.2005
Masters - Commerce
Mumbai University
01.2004
Bachelors - Commerce
Mumbai University
01.2001
Skills
- MS Office
- Google Docs
- Spreadsheet
- Typing Speed
- Analytical skills
- Presentation skills
- Communication Skills
Certification
Education, Podar International School, 2020
Languages
English
Hindi
Sindhi
Marathi
Hobbies and Interests
- Reading
- Travelling
- Cooking
- Practicing Yoga & Meditation
References
Available upon request.
Timeline
NR Product Counsellor
Equitas Small Finance Bank
06.2021 - 09.2023
MIS Associate
Teamlease Services Ltd.
12.2020 - 05.2021
Internship
Podar International School
07.2019 - 03.2020
Private Tutor
Freelancer
06.2018 - 12.2020
Equity & Derivatives Dealer - Advisor
ING Vysya Bank Ltd.
01.2006 - 08.2014
Equity Dealer
Real Value Investments
04.2004 - 12.2005
MBA - Finance
Victoria University of Wellington
PGDFM - Finance
NMIMS
Masters - Commerce
Mumbai University
Bachelors - Commerce
Mumbai University
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