Manager Insurance

JINAL TRIVEDI

**** *** ***, *** ***, New York, NY-10022

Email: *****.*.*******@*****.*** Cell: 347-***-**** LinkedIn: jinal-trivedi Summary: Finance professional with 5+ years of fixed income product experience (both buy/sell side), capital market know-how, analytical bent, business acumen and excellent communication skills seeking job in finance domain. Work Experience & Key Responsibilities:

Product Manager – Fixed Income, ICICI Securities Ltd, Mumbai Aug 2015 - April 2017

Owned and led a team for the following Fixed Income products at ICICI Securities Private Wealth: a. Direct Bonds/Preference share

100% increase in monthly bond trading volume by increasing the depth and reachability of ICICI Securities in the Capital Markets and improving the price discovery thereof.

33% increase in Bond Desk revenue on account of increased bump up in volume and market share.

Achieved 25% reduction in deal settlement time by implementing division specific process for operational and compliance department.

On boarded new products on ICICI Securities platform and conducted focus product training workshops for the team.

Sourcing corporate bonds for meeting retail and institutional client demand by interacting with Banks, Financial Institutions, Primary Dealers, Mutual Funds, Insurance Companies, Corporate, PMS/Wealth Management companies and Debt Broking entities.

Providing support to Investment Advisory and Sales team in the Fixed Income space (Offering PSU Bonds, High Yielding Corporate Bond, Zero Coupon Bonds, Tax free Bonds, Preference Shares etc.) b. Debt Mutual Funds

33% increase in revenue achieved by introducing a new pricing structure for Mutual Funds.

Improved the existing Mutual Fund analysis model by adding factors like rating, maturity, past 3 years performance etc. in the monthly mutual fund analysis report.

Analyze available debt mutual funds in various categories to showcase select focus funds for our product offering of Debt MFs. Also manage its Online and Offline platform.

Scouting & evaluating new product ideas and getting them on boarded.

Revamped the internal publishing material on current investment trends, market updates and performance updates.

Fixed Income Dealer, Paterson Securities Ltd, Mumbai July 2013 - July 2015

Dealer in wholesale debt market in non-SLR instruments like Money Markets (CD/CP) and corporate bonds.

Played a key role in establishing a research desk that analyzed various macroeconomic factors and provide investment advice to our clientele (Banks, MFs, FII, Insurance providers).

Business Research Analyst, Bee Management Consultancy, Mumbai Jan 2013 - June 2013

Fund raising for clients in both debt and equity.

Developing business plan, strategy document and working model for the non-profit arm of the company.

Evaluated prospects of SME development in India for a foreign government entity.

Wealth Manager, ICICI Bank Ltd, Mumbai April 2012 - Sep 2012

Worked with a broad range of investment strategies including Equities, Fixed Income, Structured Products, Mutual Funds, Real Estate (Commercial / Residential), PMS, Mortgage.

Risk Profiling and Asset Allocation for HNI/UHNI clients.

Summer Intern, Aditya Birla Financial Services Group (ABFSG), Mumbai May 2011 - June 2011

Worked on a loyalty program which included interaction with individual business units of ABFSG to develop a unique score of every customer with thorough data analysis. Education:

K. J. Somaiya Institute of Management, Mumbai University, India Aug 2010 - April 2012 Master of Management Studies (Specialization in Finance) Dwarkadas J. Sanghvi College of Engineering, Mumbai University, India Aug 2006 - May 2010 Bachelors in Engineering (Computer Engineering)

Technical Skills:

Programming Languages: C, C++, SQL, JavaScript

Databases: DB2, MySql, Oracle

Operating System: Windows, Linux

Tools: Morningstar, Thomson Reuters Messenger, MS Office, Netbeans, Dreamweaver, UML, XML

Web Technologies: HTML/XHTML, CSS 2.0, Java Servlets, PHP, ASP, JSP Servlets, RAD, IBM Websphere Certifications:

Appearing for FINRA Series 63.

Cleared NISM 5A: Mutual Fund Distributors Certification Examination

IRDA (Insurance regulatory and development authority) certified

Cleared NCFM Financial Markets: A Beginners Module

NSE Certified for Financial Markets: A Beginners Module in August 2009

DB2 Fundamentals held by IBM Certified Database Associate. Academic Projects Undertaken:

Study of Base rates in Indian Banks

SOA based SMART CITY

Developed a loosely coupled architecture making use of current web services that were operated from a single server. This could be beneficial to the traveler new to the city.

Web Designing Project: Opportunity.com

A job portal which took care of searching job by category, location etc and gave results to various database queries. Extra-Curricular Activities:

Certified Zumba Instructor.

4 times half-marathon finisher of Standard Chartered Mumbai Marathon.

Achieved Arangetram in Bharat Natyam (classical dance).

Volunteered for Non-Govt. Organization ‘Shloka’ in Mumbai.

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