Gaurav Shirgaonkar
Manager @ JP Morgan Chase | Client Service Representative
- Role
- Manager at J.P. Morgan
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Gaurav Shirgaonkar
Results-driven Investment Banking professional with over a decade of experience in Asset…
Experience
Manager
Feb 2025 — Present · IN
Custody Middle Office - Client Service Representative - Acted a first escalation contact for all the clients and stake holders (Investment Manager & 3rd Party Investment Manager)- Ensuring prompt trade and cash settlement by closely watching client-specific trade settlements across markets- Keeping track of corporate actions and income that the client is owed and making sure that they are promptly credited into client’saccount- Communicating with key stakeholders - Operations (Trade Capture / Settlements, FX, Corporate Actions, Income, Static Data,Security Lending) to resolve the issues/queries from the client- Attended client requests/queries/escalations (if any) and ensure client satisfaction- Co-ordinating with client to guide/educate them in using various JPM online tools to self-serve the basic queries thereby reducing theirdependency on us for information- Reviewing meetings with the client(s) & driving improvement/efficiency opportunities.
Skills
- Capital Markets
- Options
- Corporate Finance
- Financial Analysis
- Accounting
- Financial Accounting
- Equities
- Trading
- Commodity Markets
- Auditing
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