Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Harapriya Mohanta

Harapriya Mohanta

Pune

Summary

Experienced in the capital market industry for over 6 years, seeking a challenging and stimulating environment to contribute value, enhance knowledge and skills. Interests in risk management, trade analysis, research analysis, and back office operations. Confident in effectively utilizing professional experience to take on various work assignments and drive career growth.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Bank of New York
Pune
08.2022 - Current
  • Manage 3rd party agents like BlackRock, Fidelity, State Street, Deutsche Bank resolved their issues through careful research and follow-up with Agent.
  • Handling day-to-day administration of loans, including collecting payments, managing account records, and ensuring that all terms of the loan are met.
  • Evaluated borrower profiles to assess risk, provided recommendations for mitigating potential defaults, and implemented strategies to protect both the lender and the borrower.
  • Prepared detailed loan performance reports, ensuring transparency for both internal stakeholders and external regulators.
  • Manage the collateral management, settlement, and reporting.
  • Expertise in processing SPO, MT599 & Nexen Report.
  • Ensured all lending practices complied with local, national, and international financial regulations, maintaining up-to-date knowledge of industry laws.
  • Liaise with multiple stakeholders (Agent banks, Middle Office, Internal teams, Senior management)
  • Built and maintained strong relationships with borrowers, lenders, and other financial institutions, providing guidance and support throughout the loan process.
  • Act as a subject matter expert on procedural matters and be the funnel for communication with the global teams"

Sr. Executive of Risk Management Surveillance (RMS)

Alice Blue Financial Services Pvt. lmt.
04.2019 - 03.2022

Margin Reporting Sending Reports to Exchange about default clients on timely manner

  • Mutual Fund Collateral calculation
  • Reconciliation
  • Standardized Portfolio Analysis of Risk
  • Margin Penalty Analysis
  • Bill Process for final settlement process
  • Monitoring overall function of processing, identify improvement areas and implement adequate measures/controls to minimize Errors and maximize Client satisfaction
  • Responding Emails and Escalating Issue on timely manner.

Associate

FSL
12.2017 - 04.2019
  • Resolving Client Detail related to KYC at least 50 client per day
  • Receiving client document verification of data and consulting client
  • Emails 30-40and Escalating Issue on timely manner

Education

Master of Commerce -

Utkal University
Bhubaneswar
04.2010

Skills

  • Teamwork
  • Security Operation
  • Asset Management
  • Client servicing
  • Investment management
  • Excel
  • Data Analysis & Reporting
  • Financial Risk Management
  • Excel Macros
  • Data Analysis & Reporting
  • Operational Risk
  • Client Relationship Management

Certification

  • NISM-Viii Equity Derivatives Certification Examination
  • NISM-Vii- Securities Operation And Risk Management

Languages

Odia
Hindi
English

Timeline

Senior Financial Analyst

Bank of New York
08.2022 - Current

Sr. Executive of Risk Management Surveillance (RMS)

Alice Blue Financial Services Pvt. lmt.
04.2019 - 03.2022

Associate

FSL
12.2017 - 04.2019

Master of Commerce -

Utkal University
Harapriya Mohanta