Yojana Chavan

Background

About Yojana Chavan

Trade captures Review:{ eClerx } • Working on securitized and OTC Trades. • Trade capturing for different regions(LN,HK,NY, FR etc) • On macro/ Xceptor Tool. • Working on different templates such as Auto call, Auto callable stander, Option etc. • Finding breaks and investigating that break is accurate. • Reconcile validation of instructions, confirmation and matching all the securities which client had opted and resolve all discrepancies, escalate unresolved issues to the Client. • Activity-working on Daily Reporting Activity which sent to client. Revenue and Billing Services:{ BNY Mellon } • Experience with Revenue and Billing Service and Revenue control team.(BNY Mellon Pune) • Skilled in Fund accounting, Reconciliation, Client servicing strong operational Professional. • Client servicing-Detailed analyzing and reviewing client’s portfolio statements. • Maintaining a good client relationship by performing timely deliverable and assisting them on time. • Team work, Team Building, Leadership, Decision Making. • Key skills in MS Office applications like MS Excel, MS Word and MS Outlook, understanding of Pivot Tables and VLOOKUP/SUMIF functions. Adding to it has learning experience of Investment Banking from BSE Institute Limited in Pune.