Ankit Agarwal
Mumbai
Summary
A dynamic and results-driven leader with extensive experience in directing teams and driving strategic initiatives, I am eager to bring my expertise in fostering collaboration and innovation to your organization. My passion for empowering teams to achieve excellence aligns perfectly with your mission. I am excited about the opportunity to contribute to your success and lead impactful projects that drive growth and enhance operational efficiency. Let's create a winning future together!
Overview
18
18
years of professional experience
Work History
Director
UBS Business Solutions India Pvt Ltd
Mumbai
08.2018 - Current
- Entity Revenue Transfers Transformation POD scrum master and lead for PAPM onboarding project.
- Re-design and develop Entity Transfers for revenue and cost methods on SAP based platform PAPM.
- Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for the projects.
- Successfully delivered design and development of 80% of in-scope methods for PAPM onboarding within 1 year of joining team.
- Facilitated collaboration between teams by encouraging open communication channels.
- Promoted culture of innovation and encouraged staff to contribute ideas.
- Entity Revenue Transfer - Run the bank team lead.
- Lead teams involved in Global Transfer Pricing for IB, GWM, P&C; Cash Settlements; Governance and Implementation & Onboarding.
- Driving Change Initiatives related to 'Transfer Pricing platform enhancements- PAPM.
- Set up of Global Balance Sheet Ownership and Verification Process (GBSOV) for Ilard Transfer (III) team.
- Automated various Manual HTs on transfer pricing platform.
- Managed Risk, Audit, Escalations & Stakeholders.
- Recruited, trained, supervised, evaluated and mentored team members.
- Presented quarterly results to stakeholders, showcasing consistent growth.
- Streamlined processes, improving project delivery timelines by 50%.
- Executed data-driven marketing strategies, elevating customer engagement.
- Cultivated key partnerships, enhancing brand visibility and reach.
Vice President
Credit Suisse India Pvt Ltd
Pune
05.2012 - 08.2018
- Managed teams involved in daily P&L production and various month end processes for Prime APAC & EMEA Equities and Derivatives Product PC teams.
- Responsible for supervisory sign-offs of Daily P&L production which includes Flash to Actuals recon, P&L validation analysis & commentary and month end processes.
- Streamlined various control tools used for daily P&L production, capturing unauthorized trading and balance sheet controls.
- Successfully deployed specialized Product Control roles from Hong Kong to Pune related to IPV and Fair value levelling process in year 2018.
- Successfully deployed Prime APAC Asian entities team from Singapore in year 2015.
- Successfully deployed Prime EMEA flow team from Singapore to India in year 2012.
- Fostered trust-based environment in team with key focus on transparency.
Team Lead
Morgan Stanley Advantages Services India Pvt Ltd
Mumbai
12.2007 - 05.2012
- Responsible for calculating and delivering daily & monthly NAV for Iledge Fund Portfolios.
- Performed securities pricing analysis, impact of Corp Actions like bonus issue, rights issue, dividends etc and booking of non-automated trades including OTC and their related cash movements to produce accurate fund NAVs.
- Perform monthly investor allocations, crystallization of fund manager performance fees and processing of subscriptions and redemptions to funds.
- Successfully transitioned daily and month end processes related to fund accounting from London to India.
- Onboarded new fund accounting clients on automated platform MSPA for daily and month end NAV reporting.
Education
MBA - Finance
Balaji Institute of Modern Management (BIMM)
Pune01.2008
B.Com (Hons) - Marketing & Finance
Benaras Hindu University (BHU)
Varanasi01.2006
Skills
- Excel
- Project management
- Stakeholder engagement
- Team leadership
- Effective communication
- Process automation
- Proposals and presentations
- Complex Problem-solving
- Client relationship building
- Financial management
- Transfer pricing
Languages
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Spanish
Beginner (A1)
A1
Accomplishments
Spartan Award
Location Preference
- Spain
Timeline
Director
UBS Business Solutions India Pvt Ltd
08.2018 - Current
Vice President
Credit Suisse India Pvt Ltd
05.2012 - 08.2018
Team Lead
Morgan Stanley Advantages Services India Pvt Ltd
12.2007 - 05.2012
MBA - Finance
Balaji Institute of Modern Management (BIMM)
B.Com (Hons) - Marketing & Finance
Benaras Hindu University (BHU)