Summary
Overview
Work History
Education
Skills
Websites
Interests
Timeline
Generic
KEJAL JAGASIA

KEJAL JAGASIA

Manager
Singapore

Summary

Experienced professional in the Indian debt markets broking industry. Known for rigorous work ethic and task-driven approach. Successfully coordinated and executed wholesale debt market deals with diverse Treasury dealers and Fund Managers as part of an 8-member team. Adept at navigating complexities of financial markets to achieve optimal results for clients.

Overview

13
13
years of professional experience
6053
6053
years of post-secondary education
2
2
Languages

Work History

Finance Executive

SUNRISE & CO (PTE) LTD
02.2024 - Current
  • Involves coordinating all the activities related to corporate credit limits with banks, end to end banking activities, insurances and assisting the team in personal finance of the promoter of the company.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Ensured compliance with all relevant regulations, maintaining accurate records of financial transactions and reporting requirements.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Enhanced company cash flow with diligent accounts receivable management and timely collections.
  • Developed long-term strategic plans for sustainable growth, working closely with executive leadership team members.

Manager

LKP Securities Limited
08.2018 - 10.2022
  • Provided broking services in OTC (voice market) Debt Capital Market products to institutional clients like Banks, Mutual Funds, Insurance and Corporates.
  • Negotiated and executed for institutional clients in their various buying and selling deals in Primary and Secondary Money Market and Primary NBFC NCD segment
  • Assisted corporate clients in their borrowing requirements by providing them effective pricing for fund raising through placement of their Commercial Papers (CP) and Non-Convertible Debentures (NCD)
  • Placed certificate of deposits (CD) of PSU and private sector banks
  • Attended client meetings with respect to existing and new business pursuits

Associate

LKP Securities Limited
02.2014 - 07.2018
  • Acted as an intermediary in OTC secondary market investments and trading requirements of institutional clients like Banks, Mutual Funds & Insurance here.
  • Received best dealer award on SLR desk in the year 2018 for highest brokerage earnings target.
  • Closed and negotiated for deals in fixed income securities like Government Bonds, Treasury Bills and State Loans

Accounts Executive

Angel One Broking
06.2012 - 02.2013
  • Maintained note of client trading account balance
  • Processed fund payouts of clients as required
  • Solved queries related to client Trading and Demat accounts

Education

Certificate Program - Analytics: From Data to Insights

NUS School of Computing
Singapore
11-2023

Post Graduate Programme - Securities Markets

National Institute of Securities Markets
India
03.2014

B.Com - Banking & Insurance

Mumbai University
India
03.2012

Skills

Performance monitoring

Strategic decision making

Business forecasting

Financial reports

Microsoft Office proficiency

Interests

Travel, Swimming, Dancing

Timeline

Finance Executive

SUNRISE & CO (PTE) LTD
02.2024 - Current

Manager

LKP Securities Limited
08.2018 - 10.2022

Associate

LKP Securities Limited
02.2014 - 07.2018

Accounts Executive

Angel One Broking
06.2012 - 02.2013

Certificate Program - Analytics: From Data to Insights

NUS School of Computing

Post Graduate Programme - Securities Markets

National Institute of Securities Markets

B.Com - Banking & Insurance

Mumbai University

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