
Anjali Tamgadge
@anjalitamgadge
Investment banking operations professional at TCS (Morgan Stanley) who handled cash and stock reconciliation and built Power BI KPI dashboards.
What I'm looking for
At TCS (Morgan Stanley), I performed external reconciliation of cash and stock accounts and maintained accurate position data for client reporting. I also handled trade settlement across interest rate swaps, cash, equities, and local government bonds.
I conducted KYC verification for individual and organizational accounts, applying guidelines to help prevent fraudulent use of funds. I monitored transactions and provided cash balance reporting to portfolio managers.
At Nexval Infotech Pvt Ltd (DRB Capital), I processed payments and refunds, addressed billing and credit issues, and advised customers on overdue balances and payment options. I also built interactive Power BI dashboards for leadership, improving decision-making efficiency by 20%.
During my time at TCS, I was selected as Process Coach, trained new joiners, and led weekly error-discussion sessions. After a family-related career break, I’m seeking a reconciliation or investment banking operations role.
Experience
Work history, roles, and key accomplishments
Senior Process Associate
Nexval Infotech Pvt Ltd
Mar 2022 - Nov 2023 (1 year 8 months)
Coordinated operational activities between DRB Capital and Nexval Infotech, processed payments and refunds, and built Power BI dashboards for leadership. Automated weekly reporting and analyzed workflows to improve operational efficiency.
Performed external reconciliation of cash and stock accounts for client accounts across Asia, conducted KYC verification, and handled trade settlement for various instruments. Managed daily communication with brokers and custodians, and served as Process Coach and team SME.
Education
Degrees, certifications, and relevant coursework
MBA
MBA, Finance and Marketing
MBA in Finance and Marketing completed in 2015.
Nagpur University
Bachelor of Science, Biotechnology
Bachelor of Science in Biotechnology from Nagpur University, completed in 2013.
Mohota Science College
HSC, General
Higher Secondary Certificate (HSC) from Mohota Science College, Nagpur, completed in 2010.
Montfort School
SSC, General
Secondary School Certificate (SSC) from Montfort School (CBSE), completed in 2008.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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