Pratik Shah

About Pratik Shah

An experienced professional with more than a decade experience in Securities and Capital Markets. It has been an enriching journey in terms of learning, execution and honing of management and leadership capabilities.A Chartered Accountant by qualification, leading a team of 170+ across region, handling sizeable assets under custody and responsible for Operations design, control, execution and service management of Custodial Services,Fund Administration and Agency and Trust products across South Asia marketsOver the past 14 years have gained critical experience in project and change management, policy and procedure formation, operational risk management framework, peer and audit reviews of various offshore markets, executing six sigma projects, handling team dynamics, new product design like Equity linked debentures, Fund Accounting, Issuing and Paying Agent, etcOne of the key achievements was in setting up the entire Fund accounting shop at Standard Chartered India from scratch including operational and technology set up.I love to lead Corporate Social responsibility (CSR) initiatives and have been leading various initiatives at Standard Chartered. Primary skills- Operations Management- Operational Risk Management and Compliance- Project and Change Management- Team dynamics and leadership- Stakeholder Management- Financials and Analytics

Experience

1. Director- Head, Global Trade and Working Capital Operations, Csipl

   Citi India

   Jun 2022 — Present · Mumbai, IN

   Leading the Trade and Working Capital Operations at Citicorp Services Private Limited (CSIPL). Servicing 45+ countries across three regions out of the Citi Solution Centre at Mumbai.

Education

• Narsee Monjee College, Mumbai University

  B.Com, Commerce

  1994 — 1999

• St Johns High School, Maharashtra Board

  SSC, Schooling

  1984 — 1994

• The Institute of Chartered Accountants of India

  Chartered Accountant, Accounting and Auditing

  1999 — 2001

Skills

• Banking
• Mutual Funds
• Risk Management
• Team Management
• Portfolio Management
• Operational Risk
• Capital Markets
• Securities Market
• Derivatives
• Process Control
• Relationship Management
• Financial Risk
• Fund Accounting
• Management
• Custodial Services
• Due Diligence
• Auditing
• Finance
• Fund Administration
• Investment Banking
• Project Management
• Nbfc
• Mis
• Equities
• Financial Services