MUSTAFA DALAL

33/A, Rehmani Building, 2nd Floor, Mumbra Devi Street, Mumbra Dist. Thane – 400612.
+91 98673 35568
mustafadalal81@gmail.com · www.linkedin.com/in/mustafa-dalal-0288b410b

3 Years of experience in Investment banking domain with experience in Trade and FXs settlement, Trade
Reconciliation of various client funds and Client operations. With Market enthusiastic, Client centric,
Team player, Highly Motivated. I am very enthusiastic to learn new skills and abilities in the Financial
Management Industry.

EXPERIENCE
OCTOBER 2021 – TILL DATE
ASSOCIATE II, STATE STREET
Responsible for monitoring and enhancing overall client satisfaction, ensuring state street
demonstrates understanding of the client's business and challenges. Conducts periodic service
review and manages issue to resolution.
• Manage activities in servicing client and client operations (i.e., act as escalation point
for clients and respond to escalated issues, communicate resolution to client and
monitor metrics around inquiries being resolved at point of contact)
• Running reports & investigating the trade stuck in system and monitoring trades & FX
throughout the day so that they get booked correctly on time
• Perform research and resolution on cash, share, income and trade exception items,
and escalating unresolved issues to management as needed.
• Responsible for processing all invoices received for payment and for undertaking the
payment of all creditors in an accurate, efficient and timely manner.
• Coordinating with portfolio of clients on a daily basis.
• Working closely with the settlement team and ensuring the trade settlements.

MARCH 2021 – SEPTEMBER 2021

ASSOCIATE, LINK GROUP
Working on account of multiple shareholders and carrying out following activities:

• Checking various legal document received from shareholder/Solicitors.

• KYC check of the Shareholder and Solicitors.
• Share registration of the shareholder.
• Providing various information to shareholder as per their request letter.
• Creating Ad-hoc for different team for further process of request.

MAY 2019 – MARCH 2021

FINANCIAL ANALYST, ECLERX MARKET
Working on account of premium investment bank, carrying out following activities:
• Reconciliation of various Securitize and OTC product.
• Escalate discrepancies or raise Queries (if any) observed on the trade to the client.
• Timely execution of deliverables, escalations of associated issues to onshore team.
 • Handle priority request emails from Middle office and Front office.
• Chase’s client for resolution on outstanding queries and act accordingly to the resolution
received.
• Using Bloomberg System to get the initial value of various Funds.
• Expertise in handling Standard Operating Documents (Process Document).
• Training new team members about the process and resolving their doubts.
• Preparing SOPs for various checklists.
• Data fetching of products to identify the volumes on daily basis, calculating its age bucket and
accordingly prioritizing the available volumes.

EDUCATION
JULY 2023
MASTER IN BUSINESS ADMINISTRATION, NARSEE MONJEE INSTITUTE OF
MANAGEMENT STUDIES
Pursuing

JANUARY 2019
CERTIFICATION IN INVESTMENT BANKING OPERATION, IMARTICUS LEARNING
GRADE: A

MARCH 2017
BACHELORS IN COMMERCE, NES RATNAM COLLEGE
CGPA: 4.65

SKILLS
• Microsoft Office. • Investigative Skills.
• Client Engagement. • Initiative Driven.
• Time Management.

ACTIVITIES
• Awarder as Best Cultural volunteer during my Bachelor studies.
• Receive Appreciations from my Managers and Client for completing work in given time frame.
• Part of various social activities.

Date: 16th September 2022 Mustafa Dalal.