Resume

VIKAS SHIVAJI NIKAM

Add. : Reliance CHS, Building No – 03, Room No – 09,
Sec – 02, Near Shantiniketan Public School, New Panvel - 410206
E-mail: nikamvikas05@gmail.com
Phone: 9987545825

OBJECTIVE
Seeking an exciting and challenging job where my management skills will be utilized towards growth of
both organization and me.

ACADEMIC PROFILE

Degree Year College University %

MBA (Finance) 2018 Pillai Institute of Management Studies Mumbai University 61%
and Research
B.com 2015 Pillai College of Arts, Commerce and Mumbai University 70%
Science
H.S.C 2012 C.K.T. Junior College of Arts, Science Maharashtra State Board 73.17%
and Commerce
S.S.C 2010 K. A. Bhantia High School Maharashtra State Board 86.91%

ACADEMICPROJECT

Organisation Motilal Oswal Securities Limited

Project Duration 2 Months
Project Title Study and Analysis of Mutual Fund
Work Dealings on behalf of customers in equity and F&O, Mutual fund sales.

Organisation BseIndia Limited

Project Duration 2 Months
Project Title Comparative Study of Indian Stock Exchange with International Stock Exchange
Work Coordinating with IT for system development as per SEBI requirement.

WORK EXPERIENCE

FROM TO ORGANISATION DESIGNATION

17th may 2019 25th June 2021 AS Asset Management Relationship Manager
03rd May 2018 29th Nov 2018 ICICI Securities Ltd Assistant Manager
01st Dec 2015 31st August 2016 CA. Chetan Joshi Associates and Co. Assistant Accountant
AS Asset Management
 Handling walk-in customers including HNI (High Networking Individuals) and NRI (Non Residents
of India)
 Identifying their investment needs and providing solution with a suitable investment plan
 Visiting customer for a presentation and help them for a suitable investment plan
 Processing of files.

ICICI Securities Ltd

 M.F order reporting and reverse feed- Downloading mutual fund order from portal, Mutual fund
order reporting to RTA, requesting feeds from RTA, updating data from RTA on portal, updating
NAV of mutual fund scheme, Running pay-in and fund transfer, solving the issues in paying,
Order reconciliation, order executed messages to customer.
 MIS – Handling MIS of Brokerage, Income statement, FD and Folio consolidation on daily basis
with reconciliation, reporting the mismatch, informing customers regarding expiry of FD.
 NFO – Creating NFO’s on portal as per AMC confirmation, tracking, opening, closing of new
NFO’s and maintaining NFO dashboard MIS on daily basis.
 Solving issues of customer related to Mutual Fund- customer issues such as order pending and
rejected, Unit’s mismatch, NAV mismatch, PAN mismatch, funds not received etc.
 Periodic review of existing processes, implement consequent changes if any, Process
Improvement and System development, coordinating with IT department for testing and roll out
of upgraded systems and issue of circulars/notifications, Suggest enhancements in operational
procedures

CA. CHETAN JOSHI & CO.

 Filing Tax returns- Salary return (form 16)
 Business return- Preparation of TDS, Service Tax, Sales Tax.
 Formation process – company formation, partnership formation.
 Handling tax related queries of customer.
 Auditing

Trainings / Certifications

 Information Technology Training (Conducted by Institute of Chartered Accountants of India)

 TALLY Erp 9.0
 Basics of Computer (MS-CIT).
 NISM-Series-VIII: Equity Derivatives Certification Examination

Other Personal Details

Date of Birth : 02 Dec 1994.

nd

Strengths : Fast learning, Positive Attitude, Self-Confident.

Hobbies : Cricket, Movies & Swimming.
Language known : English, Marathi, Hindi.