Gaurav Khadapkar

Experience

1. Associate - Wealth Management & Estate Operations

   Morgan Stanley

   Jul 2021 — Present · Goregaon, IN

   Perform and manage timely distribution of assets by maintaining strong functional knowledge of all aspects of Brokerage Estate operations- Maintaining strong functional knowledge of all asset classes like Stock, Derivatives, Bonds, Money, Market instruments, Stock plan assets- Validation of US legal estate documents like Letters of Administration, Letters of Testamentary, Letters of office, court order, spousal order and Notarized small estate affidavit as well as validating death certificate on TLOxp and PBI obituary data- Validation of US state tax waiver like REV - 516, L-8, FORM 0-1 and validation of foms W8-BEN, W8-BEN-E - resolve estate issue and document resolution process- Create report using KIBANA (elastic search ) that increases overall productivity and reduces escalations- Identify and analyze root cause of error trend and delivered objective analysis by implementing solutions. Support strategic plans that enhances productivity through process efficiency and automation- Perform Different level of system testing.

Education

• SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

  Executive MBA

  2022 — 2023

• Ramnarain Ruia College - Mumbai

  Bachelor's degree

  2014 — 2017

• National Stock Exchange Academy

  Post graduate in Financial Markets

  2017 — 2018