Vishal Kumar
Currently working as Senior executive in Coforge Ltd.
- Role
- Senior Executive at Coforge
- Location
- South Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Vishal Kumar
Having a experience of 5 years in investment banking with a certificate in IB Operations from Imarticus Learning. Possess knowledge related to Wealth management, Redemption, Arbitrage, Reconciliation & Corporate actions.Additionally skilled in leadership, problem-solving, and decision making.Looking forward to utilising these skills in investment banking industry.
Experience
Senior Executive
Sep 2022 — Present · Gurugram, IN
Roles & responsibilitiesManaging portfolio of different clients-Redemption:Doing Redemption of the portfolio as per the request of client. Arbitration-Arbitration usually needs to be done when the client wish to make any changes in their portfolio. Posting-Posting of the statement so that the customer can have a view of his portfolio at different intervals of time. Reconciliation-Generating reconciliation reports, finding & resolving the difference between internal & external books. NAV calculation-Analysing & calculation of fund performance on the monthly & weekly basis. Volatility check of the portfolio-Checking & analyzing the volatility in the portfolio of the customer. Reporting- Creation of Management reports & send it to the upper level management so that they can have a wider view of the portfolio of the different clients. Corporate actions-Booking of any Corporate actions such as Stock split & Bonus shares.
Education
Guru Gobind Singh Indraprastha University
Bachelor of Business Administration - BBA
2015 — 2018
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