Summary
Overview
Work History
Education
Skills
Internships
Certification
Affiliations
Refrences
Timeline
Generic

SAKSHI MORE

Indore,India

Summary

Result-oriented professional with more than 4 years of experience in Banking and Financial Services. Possess understanding of prime brokerage operations, PnL management and client relationship management

Overview

4
4
years of professional experience
1
1
Certification

Work History

QPS Desk Analyst

Barclays Corporate and Investment Bank
12.2021 - Current
  • Part of the Quantitative Prime Services Team (QPS), for EMEA, aimed at providing hedge funds an execution platform for access to Global Markets with low round-trip latency
  • Responsible for efficiently delivering cost and commission invoices to over 15+ Prime brokerage clients, with a total monthly traded notional of around 50 Bn GBP, across equity products (Cash PB, Swaps, CFDs), within agreed SLAs
  • Liaising with European Equity Exchanges, clearing houses, brokers and agent banks and understanding of/adapting to execution cost structures at European execution venues, MTFs and clearing houses
  • Managing internal and external stakeholder relationships and collaborating with Datawarehouse, Quant, and IT teams to enhance client deliverables
  • Maintaining and enhancing QPS dashboards to monitor the PnL accrued, QPS trading activities, Tax accruals, Commissions calculations
  • Conducting daily reconciliation of trades and identifying breaks to ensure accuracy in invoicing

Wealth Relationship Manager

ICICI Bank Ltd
05.2019 - 12.2021
  • Managed a cumulative portfolio of AUM >800 Mn INR for 120+ HNI and UHNI clients
  • Contributed to top-line revenue growth by cross-selling multiple investment products (Mutual funds, PMS, AIF, Life insurance) and asset products (Business Loans, personal loans, Fx remittances, trade transactions, Credit cards, brokerage fees).
  • Generated 7.2Mn INR in revenue by mobilizing funds into fee-based products
  • Achieved a ~25% YoY growth on Term and CASA deposits on assigned book.
  • Onboarded 30+ HNI clients with average AUM of ~2.5Mn INR
  • Enriched customer relationships with the bank by increasing product penetration per client by collaborating with service teams and third-party teams
  • Was awarded for generating highest revenue (356K INR) through outward remittances in Sep’21
  • Ensured that KYC/AML and other compliance norms were strictly adhered to

Education

PGDM - Financial Services

KJ Somaiya Institute of Management (SIMSR)
Mumbai
04.2019

B.E - Electronics and Communication

Acropolis Institute of Technology And Research
Indore
06.2017

Skills

  • Equity Finance
  • Portfolio Management Services
  • Stakeholder Management
  • Investment Advisory
  • MS Office, Qlikview
  • Bloomberg
  • Client acquisition
  • Cross Selling

Internships

  

Intern | Growth Team, Finity | 10/2018 - 05/2019

  • Published personal finance and investment Specific Articles & Blogs
  • Endorsed Finity on various social media platforms including Quora and YouTube

Equity Research Intern | BD Shah Securities | 01/2018-03/2018

  • Performed valuation analysis on select companies using relevant qualitative and quantitative information, by DCF valuation method
  • Identified the stocks with potential high returns and presented them to the external stakeholders of the firm.


Certification

  • NISM Series V Mutual Fund Distributors Certificate Examination
  • NISM Series VIII Equity Derivatives Certificate Examination
  • IRDA Certification

Affiliations

  • Head, Public Communications, Team Public Relations and Branding, KJ SIMSR (2018-19)
  • Mentor, Ankur Experiential Learning Initiative, KJ SIMSR (2017-18)
  • Head, Young Indians (CII-YI), AITR Indore (2016-17) Campus Ambassador for Vistas’17, IIM B and Chaos’18, IIM A Restricted

Refrences

  • Ryan Walker, VP, QPS EMEA Product

     Ryan.j.walker@barclays.com

  • Murray Stolworthy, VP, QPS EMEA Produc

     Murray.stolworthy@barclays.com

  • Jonathan Milack, Director, Global Quantitative Prime Services

     Jonathan.milack@barclays.com

Timeline

QPS Desk Analyst

Barclays Corporate and Investment Bank
12.2021 - Current

Wealth Relationship Manager

ICICI Bank Ltd
05.2019 - 12.2021

PGDM - Financial Services

KJ Somaiya Institute of Management (SIMSR)

B.E - Electronics and Communication

Acropolis Institute of Technology And Research

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