Rohan Vishwkarma
Passive Fund\'s | ETF\'s Operations | Capital Markets | Corporate Actions | Banking Activities. Certified Investment Banking Operations Professional.
- Role
- Assistant Manager at Sbi Mutual Fund
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Rohan Vishwkarma
An enthusiastic learner who approaches things practically and is always keen to learn new…
Experience
Assistant Manager
Mar 2025 — Present · Mumbai, IN
Specializing in Institutional ETF trade execution, covering Order Monitoring, Credit Verification, and Error-free trade Authorization. Experienced in coordinating with Registrars for ETF Subscriptions, Redemptions, and Corporate Actions processing via NSDL/CDSL.Follow up with CAMS RTA for DTR / Corporate Actions / Feeds, etc.Handling trades of Gold and Silver ETF\'s Subscriptions & Redemptions, Settlements Manually and Generating comprehensive reports to ensure accurate and timely transaction processing.Adept at preparing daily ETF summaries, Uploadable Feed files, and managing timely refunds.Oversee EPFO trade settlement processes and preparing detailed Refund Reporting for the trade executed.Skillful in Authorizing Liquid and Non-Liquid Institutional Trades and maintaining accurate MIS and dashboards for Audit and Compliance. Committed to operational excellence and staying updated with regulatory circulars and industry guidelines.
Education
University of Mumbai
Bachelor of Commerce - BCom, Banking & Insurance
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Finance
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