Harsh Solanki

About Harsh Solanki

A recent Degree in MBA in Finance and having a work experience in the field of finance…

Experience

1. Exempt Non Officer

   Credit Suisse

   Nov 2014 — Present · Mumbai, IN

   PB APAC - Account Closure and Fees Processing Branch Service Desk Centralisation – Serving branch service desk as a centralised extension team for branches delivering internal solutions to Relationship Manager and Relationship Associates. Portfolio Management – Preparation of portfolio and assets allocation by customised reports to help the relationship manager in pitching the clients by understanding their requirements, risk tolerance and goals. Adhoc Reports – Responsible for making the reports for the relationship manager as per the client requirements. Account Closure and Fee Processing Account Closure – Co-ordinating the lifecycle of a client account closure and liaising with various teams to initiate closure. Fee Processing - Setting up new fee codes (Trading brokerage, Safekeeping, Portfolio Management, All in Fee) and Supporting Fee related queries from Front Office including the quarterly process. Fee Calculation – Performing the Adhoc fee calculation for front office Managing Stakeholder – Liaise between partnering team to assist front office in urgent request and managing their expectation. Standard Operating Procedure – Making SOPS for new and existing procedure for the smooth function of the process. Audit Confirmation - Outlines and establishes the relevant regulations, workflow, procedures and responsibilities of Fees Team in respect to processing of Audit Confirmation / Reference Letter Fees within the Private Banking Division of Credit Suisse AG Singapore Branch Adhoc Request – Supporting fee related queries from front office Synergies - Built partnership and worked collaboratively with internal resources by working across geographies.

Education

• ICFAI Bussiness School

  MBA in Finance, Banking, Corporate, Finance, and Securities Law

  2011 — 2013

• Thakur College of Science and Commerce

  Bachlor of Management Studies ( BMS ), International Finance

  2007 — 2010

• Thakur college of science and commerce

  HSC, Commerce

  2006 — 2007

• St Lawrence High School

  SSC

  2004 — 2005

Skills

• Fx Derivatives
• Team Management
• Financial Risk Management
• Equity Derivatives
• Financial Modeling
• Retail Banking
• Analysis
• Derivatives
• Finance
• Investment Strategies
• Portfolio Management
• Financial Reporting
• Foreign Currency Transactions
• Corporate Finance
• Mis
• Equity Research
• Debt Management
• Investment Banking
• Financial Analysis
• Capital Markets