Vinod_Waghmode-1
- 1. VINOD WAGHMODE Phone: +91 9769471776 | Email: vinod_waghmode007@yahoo.com C/5/1:3 Greenland Apartments, Sector- 3, CBD Belapur, Navi Mumbai- 400614 Summary Result-orientedM.B.A. post-graduate in Finance and Retail and PGP in Finance from MIT College of Management. Strategic thinker who demonstrates strong leadership, excellent problem solving abilities, and well- developed interpersonal skills. Constantly bringing about process improvement eliminating risk and creating efficiencies. Adaptable to change and learning. Well versed in using MS-Office applications like MS Excel, Word, Powerpoint, etc. Work Experience: Company: Accenture Designation: Associate - Regulatory Reporting - Operations | Domain: Wealth Management (15 May 2013 – Present) Accenture plc is a multinational management consulting, technology services and outsourcing company. Incorporated headquarters are in Dublin, Republic of Ireland while operations headquarters are in Chicago, Illinois. Accenture helps its clients become high-performance businesses and governments. Current Domain: Working in the area of Capital Markets, Investment Banking, Asset and Wealth management as a Subject Matter Expert / Analyst with the following roles and responsibilities. Key Responsibilities: MIS Reporting. Handling Mandatory Corporate Action Events. Handling pricing research for products like, equities, bonds, derivatives, Mutual funds & AI securities. To ensure TAT’s never gets missed. Allocating work related to cost basis, Tax Reporting and getting it done. Core area of work includes handlingthe Financial Advisor’s Request for pricing and cost research for their respective clients for IRS (Internal Revenue Service) reporting. Pricing the tax lots information as per IRS norms. Handling the covered and non covered securities. Researching & Finding the fair market value of the securities for the inheritance purposes. Reconciling the breaks causing into the accounts. Handling the corporate action events which are affecting the client’s accounts. Working on the Alternate Investment Products (securities which are not classified into Equities, Bonds & Mutual Funds) usually they are REIT’s & UIT’s ( Real Estate Investment Trusts & Unit Investment Trusts). Handling VSP transactions for Capital Gains and Losses. Preparing MIS reports and Business trackers. Root Cause Analysis.
- 2. Achievements: Received the Numero Uno And star of the business award, Never missed the TAT’s and Accuracy targets. Being the SPOC of the team have driven many automation ideas, which has resulted in the accuracy and time savings. Applications Handled BETA ( Mainframe System) SIEBEL ( CRM tool for handling advisors request) Branchnet ( Trading platform for the Financial Advisors). Company: Angel Broking Ltd Designation: Investment Advisor (21 February 2012 – 20 April 2013) Key Responsibilities: Dealing on ODIN & BOLT Terminals for trading across various stock exchanges. Trading across various product lines including Equity and Commodities etc. Promotion and Sales of Angel Products to New and Existing Clients (New Offering) to increase wallet share. Portfolio Management Services for Premium Customer including Portfolio Restructuring, Prepaid Brokerage Scheme and others as per the client’s requirement. Exposure risk management to ensure feasible and amicable trade. Company: HDFC Bank Ltd Designation: Key Account Sales Executive - CASA (27 September 2011 - 20 February 2012) Key Responsibilities: Sales of Various Product lines to new customers. Benefit and Advantage selling of new offerings to existing bank account holders. Upgrade from Basic account to premium account to maximize banks interest and customer benefits. Customer Review Meets to address current challenges and cater to their future needs. Education/ Certifications: Master of Business Administration in Finance and Retail from MIT College of Management (2011) Post Graduate Program Holder in Finance from MIT College of Management (2011) B.Com from Mumbai University (2007) NCFM - Capital Markets (Dealers module) NCFM - Derivatives Market (Dealers module) Personal Details Date of Birth: 27th Apr 1987 Languages Known: English, Marathi and Hindi Interests: Listening to music, Tracking stock market movements, Swimming