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Yash Banaye

@yashbanaye

US equities operations at Motilal Oswal, handling ACAT and DTC transfers for brokerage clients.

At Motilal Oswal Financial Services, I handle US equity operations across onboarding, trading support, settlement, and daily reconciliation. I process ACAT and DTC share transfers, including in-kind and cash movements.

I serve as the primary liaison with DriveWealth for trade execution, settlement coordination, and operational issue resolution. I also support client KYC and documentation review, along with India-to-US fund-transfer compliance.

I work with Product, Engineering, and QA teams to identify platform defects, test fixes, and improve brokerage workflows. Previously, I managed e-commerce operations at Casablanca Apparels Pvt. Ltd and supported logistics operations at Quickway Logistics.

Experience

Work history, roles, and key accomplishments

Current

Assistant Manager – US Equities Product Operations & Support

Current

Motilal Oswal Financial Services

Jun 2022 - Present (4 years 4 months)

Own end-to-end U.S. equity operations for client accounts, covering onboarding, trading support, settlement, and daily reconciliation. Process ACAT and DTC share transfers and serve as primary liaison with DriveWealth for trade execution and issue resolution.

Executive – E-commerce Operations

Casablanca Apparels Pvt. Ltd

Nov 2020 - Jun 2022 (1 year 7 months)

Managed order-processing MIS and production logs, improving dispatch turnaround time and order accuracy across logistics operations. Coordinated cross-functional teams and vendor partners to streamline workflows and reduce fulfillment delays.

Order Processing MIS Production Logs Logistics Operations Cross functional Coordination Vendor Management Workflow Optimization