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SAGAR PATIL

MUMBAI Maharashtra, India

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: Senior Financial Analyst, associate

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: Qualified

  • Languages: English, Hindi, Marathi

Career Information:

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Highlights:*Total 4 years’ experience in Investment banking operations and Asset management *Associate of Risk exposure Management Team of Investment Banking Middle Office in order to transition the process from UBS, London to Cognizant, Pune *Successfully completed process transition in 12 months, May 2015 to April 2015 *Aggregate First class Master of Management Studies in Finance from VIT-Mumbai University *Aggregate First class in B.E in Electronics & Telecommunications from SST’S COET-North Maharashtra University

Skills:Capital markrts , Investment Banking, Risk Management, Asset Management, SAP FICO, Business Management, Marketing

Goal:Aspiring the position of a Financial Associate with an organization that offers challenging tasks, ample incentives, and the opportunity to contribute to its growth and productivity.

Membership:* Rotary Club of India - Jalgaon

Certification:1. Completed SAP FICO (Financial Accounting & Controlling) certification from GEIS 2. Certified Equity Research, Financial Modelling, Valuations analyst by Consci Consultancy 3. Completed NCFM certification, recognized by National Stock Exchange in Derivatives Market (Dealers) Module 4. Dale Carnegie Soft skills module 5. Technical Analysis of Securities(Study of price movements of securities)

Honor:* Won 1st prize in Institutional Level Project Exhibition in engineering. * First class with Distinction received in academics in B.E, North Maharashtra University * First Class secured in Master of management studies, Mumbai University * Consistent Performance in Cognizant BPS for Storebrand and UBS client


Experiences:

Business Developement Executive 07/14 - 12/14
Andromeda Sales and Distributions Private Limited, Mumbai, Maharashtra India
Industry: Mortgage
Managing Sales of Mortgage Products like Home Loans and Personal loans
Work Profile: * Managing Sales of Mortgage Products like Home Loans and Personal loans * Converting the leads into Business over the phone * Executing all the Sales planning and overseeing target allocation * Meeting clients, verify documents, process file for sanction, disbursement of the loan * Aligning with the marketing team on ground lead generation activities for Sales--
Associate 01/2015 - 12/2019
Cognizant Technology Solutions, PUNE, Maharashtra India
Industry: Financial Services
Total 4 years’ experience in Investment Banking operations and Asset management. Part of Risk exposure Management Team of Investment Banking Middle Office in order to transition the process from UBS, London to Cognizant, Pune Successfully completed process transition in 12 months,May 2015 to April 2016
Project 1– Financial Risk Management Work Profile: * Working on exchange-traded derivative products like –Collateral, Futures, Options, and Swaps * Maintaining risk exposures by owning various controls of the Risk exposure management team * Validate all the trades of Credit default swap & Option in the blotter * Perform activities of Collateral report, RA report, and Asset class check * Managing the Market risk by reports and validating trades of Non-credit blotter Project 2 – Storebrand, Asset Management Work Profile: * Working on exchange-traded derivative products like –Collateral, Futures, Options, and Swaps * Perform activities of Trade, Position, and Price reconciliations, Bank match. * Trained on SWAP coupon payments, Margin reconciliations, and DTCC reporting. * Participate in advancements of Trading and Risk systems * Understand requirements of Products and Data flows through System.--

Education:

SST's College of Engineering 07/2004 - 07/2010
Jalgaon, Maharashtra, India
Degree: Bachelor's Degree
Major:Electronics and Telecommunication
Minor:Information Technology
First class secured in Engineering.


Vidyalankar Institute of Technology 08/2011 - 06/2013
Mumbai, Maharashtra, India
Degree: Master's Degree
Major:Business management - Finance
Minor:Marketing
First Class secured in every semester. Consistent Academic records

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