www.idbicapital.com IDBI Capital Market Services Ltd Mumbai : Portfolio Manager Equity

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IDBI Capital Market Services Ltd Mumbai : Portfolio Manager – Equity

Keywords: portfolio management, broking, equity

Designation: Portfolio Manager – Equity
Experience: 5 - 10 Years
Location: Mumbai
Education:
UG - Any Graduate - Any Specialization
PG - CA,MBA/PGDM - Any Specialization
Industry Type: Banking/Financial Services/Broking
Functional Area: Other
Posted Date: 04 Mar

Job Description:
Responsible for Investments in Equity Portfolio of PMS schemes in the organization. Specific responsibilities shall involve: · Portfolio Planning for the schemes · Asset Allocation strategies· Stock Ideas · Analysing and Evaluating Research inputs · To achieve the target returns for the portfolio· Coordinating with Operations for back office workThe job involves discussions with corporate chief / CFOs / Corporate Managers / Treasury Chief / CIOs and other clients for mobilizing funds as well.

Desired Candidate Profile:
He /she should have:· Through knowledge on Fundamental analysis and research. Technical analysis knowledge preferable· Knowledge on F& O and arbitrage products and procedures required· Knowledge on Regulator guidelines in connection with the above markets

Company Profile:
IDBI Capital Market Services Ltd., (IDBI Capital) is a wholly owned subsidiary of IDBI Bank Ltd and is a leading Investment Banking & Securities Company.

IDBI Capital offers a full suite of products and services to Corporates, Institutional and Individual clients. The range of services include :-

* Investment Banking
* Capital Market Products
* Private Equity
* Corporate Advisory Services
* Mergers & Acquisitions
* Project Appraisals & Debt Syndication
* Stock Broking - Institutional & Retail
* Distribution of Financial Products
* Debt Placement and Underwriting
* Fund Management (Managing Clients' Assets-Pension/PF Fund Managers)
* Research Group

IDBI Capital is highly regarded for safety and trust and enjoys a credit rating of “AAA” by CARE for its medium-term borrowings and P1+ by ICRA for its short-term borrowings.

Address: Not Mentioned

Email Address: jobs@idbicapital.com

Telephone: Not Mentioned

Keywords: portfolio management, broking, equity

Website: http://www.idbicapital.com

[Guest]

CURRICULUM VITAE
V.V.Sasidhar
sasi.vishnubhotla AT gmail.com
Career objective :
To work in growth oriented organization and to obtain a very challenging position that will
utilize my expertise, education and background, expand knowledge and offer opportunities for
personal and professional growth.
Work Experience :
1) Presently working for UBS (in Wipro) with designation as an Senior Analyst in Operations from October 2007, which is one of the largest Investment Banking, Asset Management company across the globe.
I am working in Middle Office department. This mainly deals with co-ordination with client, Settlements team and Front Office to settle the trades and delivering highest quality service to clients.
The Objective of Middle office is to provide a dedicated booking and account management function, the aim of which is the delivery of high quality day-to-day operational service in line with our client’s requirements, while maximising our internal efficiencies.
The Middle Office functions include :
I. Handling Exceptions
Ideally every operation is Straight Through Processing without manual intervention in every part of trade life cycle. But there are exceptions in every step starting from trade capture to settlements.
Whenever there are trade exceptions stuck, immediately they need to be cleared to ensure smooth settling of the trade with out any failures.
II. Client Queries
1. Sending various types of confirmations to clients.
- Confirmations like E-mail, Fax and ETC confirmations are sent to clients otherwise the trades will not get settled.
2. Handling the Customer queries and responding to them immediately
3. Sending the additional confirmations to clients.
4. Maintaining good rapport with the clients
III. Booking the trades
5. Amending the Agency and Proprietary trades’ based on the client request.
6. Booking Stock Borrow Trades.
7. Chasing the clients if there is any discrepancy in Settlement Instructions.
IV. China A Market
8. Reconciliation of trades executed by China Exchange and trades done by FROST team.
9. Classifying the trades based on the clients.
10. Booking the trades and calculating the commission and sending the confirmations to the clients.
11. Writing off the residual balance to various ledgers.
V. Preparation of KPIs
1. Performing Time and Motion study for each process and subprocess
2. Preparation of Capacity Planning Model for the new process that are migrated
3. . Presently drafting the KPI for the Globalisation of Client support project for effective reporting and capacity planning purposes.
4. Reporting to management on weekly basis.
2) Worked as a Research Associate in Capital IQ subsidiary of S & P world’s leading Credit Rating Agency since December 2006 to October 2007.
The Capital IQ Platform, our unique combination of global private and public market data and software applications, is used by over 1200 leading financial institutions to draw deep market insights, generate better ideas, optimize relationships, and simplify workflow.
Here in India we collect the Financial Data of 25,000+ US Companies and other global companies both public and private. We collect and standardize in more compactable, analytical, comparable manner (which help the investors to make comprehensive decision) the financial information provided by these companies.
Profiles Handled :
Processing of SEC Filings of various companies listed in NYSE, AMEX, NASDAQ (various global companies also such as Canadian, Italy, Germany ….etc)
1 Analysis of Issued, treasury and outstanding Debt Securities
2 Analysis of Bank Borrowings
3 Analysis of Preference Share Capital
4 Analysis of Debentures, Bonds, Notes, etc..
3) Worked as a Business Associate in brisk Corporate Services Pvt Limited from April 2006 to December 2006. Worked as a Team Member in Business Process Reengineering.
Achievements
1. Got the best employee award for three times.
2. Successfully worked with IT team for effective improvement of various process for which I got appreciation from the client.
3. Undergone one year apprenticeship in MIDHANI a PSU under defence where I worked in Industrial Engineering Department, where Time and Motion study are conducted and efective man and machine utilisation are calculated.
Academic Profile :
CFA (Chartered Financial Analyst) completed second level
M.B.A (Finance with Systems) - Sri Chandra Sekharendra Saraswathi Viswa
Mahavidyalaya (Deemed University), Kanchipuram.
B.Tech. (Mechanical Engineering) - L.B.College of Engineering
(Affiliated to J.N.T.U). Year of Passing - April 2003.
Area of Interest :
1 Investment Management.
2 Project Management.
3 Equity Research
Academic Projects :
1 Implementation of BPR in Administration Department in Armstrong Knitting Mills Tiruppur.
2 A Study on Space Allocation in Sattva Warehouse Chennai.
3 Consumer Behavior on Cars in Kanchipuram. (Marketing)
4 Performance Analysis of Combined Cycle Gas Turbine in LANCO Kondapally Power Plant.

[Guest]

CAROLINE VEERAJ
EMAIL : CAROLINE.VEERAJ AT SUDLIFE.IN / CMAHATO_V AT HOTMAIL.COM
PROFESSIONAL EXPERIENCE
Summary
o Total 9.9 years of experience in Insurance Industry [7 years], News Monitoring [2 years] & Customer Care [8 months]
o Over 7.7 years of experience in Quality Control, Service Delivery, handling of Yellow belt & Cost reduction Projects in the Insurance Industry.
o High level of proficiency in Project Management, Process Design, Team Management and Leadership Capabilities
Details
o Organization : Star Union Dai-ichi Life Insurance Company
Designation : Deputy Manager – Quality Checking, Audit, Risk & Compliance
Duration : December 27, 2010 – Till date
Key Responsibilities :
o Profile :
o Efficiently handling the Internal & External Audit by providing the required data, ensuring timely resolution of all audit points and also suggesting & implementing Process & System enhancements
o Figuring out the Risk that is liable in operation department and liaising with the Risk team for the same
o Sharing of Monthly Risk report for Operation Department
o Prepared the SOPs for Policy Servicing activities
o Made changes in all the request forms
o Instrumental in setting up the Quality Team process
o Prepared Quality Parameters & Quality MIS
o Budget Monitoring for Operations
o Organization : Birla Sun Life Insurance Co. Ltd
Designation : Senior Executive – Quality Checking, Projects & Analytics
Duration : June 23, 2004 – Till date
Key Responsibilities :
o Profile :
o NAP (No Advisor Policy) Clients servicing - Reinstatement Drive for lapsed No Advisor Policies. [June 2004 –October 2004]
o Queries Handling – Empathic handling of customer queries & complaints, interacting with branches & service providers [November 2004 –August 2006]
o Profile [August 2006– December 2010] :
o Instrumental in setting up the Quality Team process
o Prepared parameters of quality checks, ensured smooth flow of work from the processing end to the QC team
o Prepared a detailed process note for Quality Checking Team which served as a ready guide to new entrants
o Complete end to end checking of cases wherein a request is received post issuance
o Quality checking of the complete process that is followed & which needs to be followed as per the administration guidelines & IRDA specifications
o Figuring out of errors & getting the same rectified
o Ensuring an error free communication to the clients being the last leg in the complete process
o Preparation of Quality MIS further enabling the processing team to get their Accuracy %
o Analyzing of the various MISes & suggesting & implementing various process & system changes to ensure best & faster communication to the clients
o Made changes such as providing of despatch details to all touch points further enabling them to be self sufficient & ensure faster adherence to query solving
o Analyzing of notices sent to client with the effectiveness of the same
o Encouraging the Team to go deep in the process & ensure error free communication
o Ensuring of adherence to the defined TAT
o Successfully initiated & completed the SRC 1 [Special Revival Campaign] for Lapsed policies
o Suggested & implemented the below mentioned Cost Benefit Projects & Process Enhancement Projects :
- Designed the Inland letter formats for all the notices sent
- Converted manually prepared letters into Auto - generated Letters in Inland format [10 activities]
- Outsourced the dispatch of auto generated letters
- Prepared Product Compendium & BSLI Product Comparator for all the new products
- Provide Alternatives against Surrender of a policy
- Competition between 16 Super Value branches for reduction of fail cases %
- SMS & E-mail Alerts for declined Credit card & Direct Credit payouts
- Counter Foil Project – this did away with the letters that were sent with the cheaques
- Push & Pull SMS alerts
- FCR (First Call Resolution) - POD details tracking for all touch points
- Streamling Dispatch & Undelivered process
- Provided failed reasons that can be taken care at branches which was shared with them in their training programs.
- Aided in preparing new Score Sheet for QC, to prepare the same for all the activities
- Promotion of contact details updation via our communication letters
- NAP letters printing outsourced
Certificates Received for various Achievements in Birla Sun Life :
Certificate of Appreciation for Excellent work in Special Revival Campaign (June 2008)
Bulls Eye - On the Spot Award for Valuable Contribution on the Job (July 2009)
Certificate & Medal of Excellence for Noteworthy Achievement (October 2009)
Level 1 Certified Operations Training (December 2009)
Certificate & Medal of Excellence for Cost Reduction Project (March 2010)
Six Sigma Yellow Belt Certificate for Process Improvements (March 2010)
Level 2 Certified Operations Training (April 2010)
Completed and Certified in the below mentioned E – Learning Courses in Birla Sun Life :
Sr No Course Name Certificates Received Dates
1 Exceeding Customer Expectations Gold certificate Dec 31, 2009
2 Leading Effective Business Meetings Gold certificate Dec 31, 2009
3 Evaluating Creative & Innovative Ideas Gold certificate Dec 29, 2009
4 Presenting to Succeed Gold certificate Dec 19, 2009
5 Coaching for Performance Gold certificate Nov 07, 2009
6 Generating Creative and Innovative Ideas Silver certificate Nov 07, 2009
o Organization : Reliance Infostreams Pvt Ltd Co. at Dhirubhai Ambani Knowledge City
Designation : Customer Response Executive (CRE)
Duration : November 2003 – May 2004
Key Responsibilities :
o Handling inbound calls related to customer queries and complaints regarding the product, network, bills, payments, branches and schemes
o Organization : Esha News Monitoring Agency
Designation : News Monitoring Executive
Duration : October 2002 – October 2003
Key Responsibilities :
o Monitoring News Channel. {Aaj Tak, BBC news, Headlines Today}, tracking and providing business related news to various companies
ACADEMIC DETAILS :
- Diploma in Computer Programming.
- Graduation : Bachelors of Commerce (Shree Narayan Guru college,Chembur), University of Mumbai.
- HSC : Maharashtra Higher Secondary Education Board, Mumbai (Maharashtra Board)
- SSC : Maharashtra Board
ADDITIONAL INFORMATION
- Hobbies & Interests : PLAYING BASKETBALL, LISTENING TO MUSIC & TRAVELING.
PERSONAL DETAILS
Date of Birth : March 14, 1981
Marital Status : Married
Languages known : English, Hindi, Marathi, Kannada & Tulu.
EXTRA CURRICULAR ACTIVITIES
- Participated NSS Camps.
- Conducted Symposium & Seminars on Career Counseling.
- Participated programmes on Aids Awareness.
- Participated in Inter-College & Co.Cultural Activities & Sports.

[Guest]

Subject : Application for a suitable post in your well-esteemed organization.
Respected Sir/Madam,
With reference to the above captioned subject, I am keen to offer myself for a suitable position with your well-esteemed organization. I have enclosed my comprehensive resume herewith, for your kind perusal.
I believe that my valuable experience during my Article ship period along with my interpersonal skills and work ethics will help in making me a useful asset of your organization.
I would consider it as a matter of pride to be associated with your organization.
I hope you consider me favorably and offer me an opportunity to interact with you soon.
CURRICULUM VITAE
Gagaandeep Singh Kalra
E-mail : gagandeepsk AT rediffmail.com
A) Objective :
To carve a niche in the corporate field by working in a challenging and competitive environment while being resourceful, innovative and flexible by utilizing my abilities and growing professionally. To work with full zeal, patience and enthusiasm, to become real asset to the organization.
B) Education : CA, B.Com
Examination Board/University/Institute Year of Passing Score/Percentage
C.A. Final - Group I The Institute of Chartered Accountants of India May, 2011 200/400
C.A. Final – Group II The Institute of Chartered Accountants of India Nov, 2010 200/400
C.A. PE II The Institute of Chartered Accountants of India
May, 2007 311/600
C.A. PE I The Institute of Chartered Accountants of India May, 2006 214/400
B.Com. University of Pune April, 2006 69.33
HSC Nasik Board March, 2005 73.67
SSC Nasik Board March, 2003 72.80
C) Work Experience :
Name of the Firm
Location
Period Served
R.R.Dahad & Co.,
Chartered Accountants
Malani Somani Chandak & Associates,
Chartered Accountants

Pune
Pune
August, 2007 to May, 2008.
June, 2008 to till date.
Work Description
- Statutory Audit under Companies Act, 1956 and Tax Audit under section 44AB Income Tax Act, 1961 of various companies including Intellivision Technologies Private Limited, Ambro Poultries Private Limited, Uptech Systems Private Limited, Metro Lubes Pvt. Ltd., etc.
- Handled various assignments of Internal, Concurrent Audit.
- Was involved in planning, scheduling, fieldwork and reporting on assignments relating to statutory audits, VAT Audits, internal audits and tax audits requiring extensive interaction with the partners of the firm.
- Handled the Statutory Audit of Banks including Sharda Co-operative Bank Ltd.
- Handled the Concurrent Audit of Banks of Mahanagar Bank, Bank of Baroda and Allahabad Bank.
- Preparation of Project Reports for obtaining Bank Loan.
- Assisted in drafting of written submissions to various notices from Income Tax and Sales Tax Department.
- Handled the cases of Assessment under various sections of the Income Tax Act.
- Income Tax Consultancy to individuals, partnership firms and private companies on various taxation matters.
- Preparing Returns of Income Tax of various Individuals, Partnership Firms, HUF, Trusts and Private Ltd Companies.
- Handled the Tax Audit of various Concerns.
Major clients served include :
- National Rural Health Mission, Maharashtra State – Statutory Audit (for expenditure of more than Rs. 880 Cr.)
- Maharashtra Energy Development Agency, Pune – Internal Audit.
- State Malaria Society, Maharashtra – Statutory Audit.
- State Leprosy Society, Maharashtra – Statutory Audit.
- Consumer Welfare Center – Statutory Audit.
- SETU, Maharashtra – Statutory Audit.
D) Computer Proficiency :
- Successfully completed the Computer Training Course of the Institute of Chartered Accountants of India involving 250 hours of computer training.
- Microsoft Office
- Various Tally versions
- Tax base, TDS, VAT Software
E) Core Competencies
- Good organization/business management skills.
- Have the ability to work under pressure and meet deadlines.
- Good interpersonal skills
- Strongly believe in team work.
- Capable of adapting in dynamic situations.