A dynamic result oriented with financial planning skills, having a total work experience of over 6+ years with "Financial Market" as core focus.

1. Kushagra Modi
Contact: +971562693880 E-mail: kushagra_modi2000@yahoo.com
PROFESSIONAL VALUE OFFERED
A dynamic result oriented person equipped with financial planning skills, having a total work experience of over 6+
years with financial markets as core focus. Possesses good convincing skills and ability to turn a possible leads into a
healthy account by leveraging good communication, interpersonal skills and prior financial know how. Strong
analytical and problem solving skills complemented by a passion for achieving high quality at work.
PROFESSIONAL EXPERIENCE
Emirates Islamic Bank 25th Aug 2015 – TILL DATE
Relationship Officer (SME Banking -Business Loans)
Achievements & Awards
• Developed excellent relations with client of Small Medium Enterprise for Islamic banking spread across
emirates of UAE.
• In-depth knowledge for sales of Islamic banking.
National Bank of Ras Al-Khaimah PJSC 13th July 2014 – 30 July 2015
Relationship Officer (RAKTRADE-FACILITIES)
Achievements & Awards
• Paramount in winning 50+ accounts in a span of less than 6 months and maintained sound relationship
with all the account key personnel.
• The client base primarily constituted of players of Small Medium Enterprises spread across emirates of UAE.
• Consistently achieved targets over 100% from the first month of joining till date.
• First RO in RAKBANK to win a trip within probation based on the sales performance; awarded on the basis
of maximum processing fees.
ORACLE FINANCIAL SERVICES LTD. 17th Aug 2011 – 02nd May 2014
Oracle Financial Services Software has a strong global reach with a sales, marketing and support presence in 27
overseas locations. The Company is represented in 85 countries through over 32 corporate business partners. It also
has strong alliance and/or implementation relationships with industry leaders such as Hewlett Packard, IBM, & Intel.
Subject Matter Expert (SME)
• OTC valuations & Reconciliation the process works in delivering the Day to Day Reconciliation i.e. keeping
derivative records for different types of swaps for BlackRock with Counterparties & Brokers (JP-Morgan,
BNY Mellon, State Street etc.)
• Performing Valuations Reconciliation between Investment Manager and Counterparties accounts on OTC
securities positions & valuations for all OTC Derivatives products.
• Quality checking for the accuracy of two sets of records and having them balance or offsetting the values.
• Preparation of MTM report, KPI tracking & other monthly management reports for client reviews.
• Working on OTC Products such as IRS, RPI, LPI, Total return swaps, GILTS, Equity Swaps.
• Responsible for two way reconciliation and a three way reconciliation of the swap deals. Reconciliation is
done after reviewing various market movements, curve construction methodology, interpolation methods,
seasonality data etc.
• We need to review the static data on the security master of the swaps by reviewing the term sheet and
escalate the discrepancies to the internal teams like data integration team & trade operations team.
1 | P a g e

2. • Reconciliation is based on Interest rate swap & Inflation rate swap movements.
• Performing valuation check on Total Return swap for avoiding over/under collateralization.
• Provide training to the new staff members on product / valuation basics.
Risk Analytics:
• Working for an Asset Management Company, doing Risk Analysis of their portfolios.
• Analyze the market moves and explain the portfolio movements using the risk analytic reports to summarize
the clients about the movements.
• Risk analysis is based on change in positions of the portfolios, the mortgage movement, and treasury
movement of the bond market.
• Ensure that correct risk and price of positions are updated for every portfolio in the funds.
• Adhering to a strict timeline to release the reports to the clients.
• Active member of Training committee for training new joiners and also the colleagues working in the other
teams within the firm.
• Helped the team to gain efficiency in the overall performance and helped in delivering the work on time.
Achievements & Awards
• Received the ‘star award’ based on performance and accomplishments.
• Received the ‘smile award’ due to client acknowledging my good work.
H.J SECURITIES PVT LTD, DALAL STREET, MUMBAI. Sept 2009 – Jun 2011
Stock Trader
• Framing asset management strategies for individuals and business owners towards the accomplishment of
their goals. Providing clients with financial services with a view to protect and transfer their wealth by solving
complex needs about investment planning. Understanding financial requirements, designing & creating
structured notes, evaluating risk return appetite, constraints & horizon.
• Advising clients on major asset classes like Direct Equities, Derivatives based on Risk Appetite, Objective,
Time Horizon, etc.
• Traded successfully dealing in Equities and Derivatives using NEAT and ODIN (Options) applications.
• Involved in quick analysis and execution of transactions as per the market movements and news.
• Understood the trend of market by reading technical charts on technical software (Falcon).
• Read Derivative data in order to understand the positions of various instruments in the market and act
accordingly to trade into them.
SKILLS & STRENGTHS
• Excellent communication, interpersonal, time management, leadership and presentation skills.
• Proven ability to effectively handle multi-task levels of management responsibility while supervising
personnel, providing team leadership, motivation and development.
• Positive attitude with an ability to easily grasp new ideas, concepts, methods and investment techniques.
• Ability to relate to and work with a diversity of cultures and adapt to new environments with ease.
CERTIFICATIONS
• Certifications for NCFM MODULES {Capital Market and Derivatives} from National Stock Exchange (NSE)
2 | P a g e

3. ACADEMIC CREDENTIALS
• B.M.S Mumbai University 1st
Class 2009
• HSC CBSE 2nd
Class 2006
• SSC CBSE 2nd
Class 2004
PERSONAL INFORMATION
Address: App.2207 Pinnacle Tower, Marina Towers, Damac, Dubai.
Additional Information: Valid UAE Driving License.
Languages Known: English and Hindi
Date of Birth: 13th
Jan 1987
Marital Status: Single
Nationality: Indian
3 | P a g e