Abhay .

Operations Associate

New Delhi, Delhi, India4 yrs 5 mos experience

Key Highlights

  • Over 2.5 years of finance experience in wealth advisory.
  • Proven expertise in capital markets and client servicing.
  • Currently pursuing an MBA in Finance.
Stackforce AI infers this person is a Finance professional with expertise in wealth management and capital markets.

Contact

LinkedIn

Skills

Other Skills

Analytical SkillsAnti-Money LaunderingAsset ManagementBankingBondsCapital MarketsClient OnboardingClient RelationsClient ServicesCommunicationCompliance ManagementCustomer Due Diligence (CDD)Customer SatisfactionCustomer ServiceCustomer Support

About

Finance professional with over 2.5 years of experience in wealth advisory, equity derivatives, and relationship management. Proven expertise in capital markets, client servicing, and financial instruments including equities, mutual funds, and derivatives. Currently pursuing an MBA in Finance and NISM certified. Eager to contribute analytical skills and advisory

Experience

Kotak securities

Deputy Manager

Oct 2024 – Apr 2025 · 6 mos · Delhi, India · On-site

Bps tech services private limited

Derivative Trader

Oct 2023 – Sep 2024 · 11 mos · Gurugram, Haryana, India · On-site

Cognoscente fintech private limited

Associate

Jan 2023 – Oct 2023 · 9 mos · Noida, Uttar Pradesh, India · On-site

Vianet media pvt. ltd.

Excutive contant operations

Oct 2020 – Jan 2023 · 2 yrs 3 mos · Noida, Uttar Pradesh, India

Education

Indira Gandhi National Open University

MBA in finance — Banking and Finance

Mar 2024 – May 2026

Delhi University

Bachelor of Arts - BA

Jan 2019 – Jan 2022

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