Harshal Joshi

Fund manager- Fixed income at Bandhan Mutual Fund

Role
Fund Manager - Fixed Income at IDFC FIRST Bank
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Harshal Joshi

A Mutual Funds professional, having a decade plus experience in Fixed Income markets and…

Experience

  1. Fund Manager - Fixed Income

    IDFC FIRST Bank

    Dec 2008 — Present · Mumbai, IN

    Career Graph with Noteworthy Contributions; Fund manager for FMPs upto one year. and also managing daily cash flows using CBLO\'s & Repo\'s. Maintaining relationships with various banks & PD\'s for repos.Assisting senior credit analyst in preparing credit notes for all the corporates in which the fund intends to invest. Resourceful in giving inputs like price and yield movement of the securities across tenor on daily basis to the fund mangers thereby assisting them in investment decisions.Maintaining coordination with other departments like Banking, Technology, Compliance, etc to ensure smooth flow of processes.Core CompetenciesExecutionExecuting day-to-day requirements of fund\'s portfolios, which includes requirement based buying and selling of bonds, Gsecs etc. Maintaining relationships with intermediaries for smooth execution of trades in SLR & Non SLR securitiesKeep the fund managers updated with various reports which includes daily market report, weekly reports on corporate bond and G-sec markets with a view to assist their decision making process.Treasury OperationsAssisting operations team in smooth processing & settlement of trades of the fund.Ensuring timely reporting and submissions related to the various regulatory authorities.Resolving critical issues pertaining to settlement of trades and timely reporting of trades thereby ensuring smooth flow of processes.LiaisonLiasing with Merchant bankers, companies, registrars, brokers and other external agencies to facilitate purchase & sale of securities.Liase with CCIL for maintaining smooth functioning of CBLO dealing system & Gilts Order Matching System

Education

  • Mumbai University

    M.Com

    2005 — 2007

  • N.L.Dalmia

    Finance

    2007 — 2009

  • Mumbai University in 2005

    B.com

    2000 — 2005

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Harshal Joshi — Fund Manager - Fixed Income at IDFC FIRST Bank in Mumbai, MH, IN | Unifers