Kuntal Chowdhury

About Kuntal Chowdhury

Vice President – Investment Banking Operations | Process Transformation | Risk & …

Experience

1. Vice President

   Morgan Stanley

   Aug 2022 — Present · Bengaluru, IN

   Private Wealth Management Asia Operations is responsible for supporting Private Wealth Management business unit in Hong Kong, Singapore and Australia.Primary focus is to manage the client onboarding and Trade Support functions within operations which includes supporting complex and wide range of private wealth management products and services to Ultra High Net Worth clients.Core functions include:• Trade capture of a range of banking and investment transactions (e.g, equities, fixed income, IPO, OTC derivative products, mutual funds, alternative investments) for clients. Owner of the trade lifecycle actions.• Follow up on issues related to order executions and handle trade booking, settlement and client money monitoring.Client Onboarding And Account Maintenance• Help process account opening with appropriate documentation and approvals• Handle ad hoc requests such as contact change, portfolio statement request and interest report requestAnswer IR/CSR/Business enquiries to help address client queries/feedbacks

Education

• University of Mumbai

  Bachelor of Engineering - BE

  2005 — 2009

• K J Somaiya Institute of Management

  Master of Business Administration (MBA)

  2012 — 2014

Skills

• Business Analysis
• Financial Markets
• Capital Markets
• Valuation
• Team Leadership
• Financial Risk Management
• Team Management
• Project Management
• Derivatives