1. VINOD WAGHMODE
Phone: +91 9769471776 | Email: vinod_waghmode007@yahoo.com
C/5/1:3 Greenland Apartments, Sector- 3, CBD Belapur, Navi Mumbai- 400614
Summary
 Result-orientedM.B.A. post-graduate in Finance and Retail and PGP in Finance from MIT College of
Management.
 Strategic thinker who demonstrates strong leadership, excellent problem solving abilities, and well-
developed interpersonal skills.
 Constantly bringing about process improvement eliminating risk and creating efficiencies.
 Adaptable to change and learning.
 Well versed in using MS-Office applications like MS Excel, Word, Powerpoint, etc.
Work Experience:
Company: Accenture
Designation: Associate - Regulatory Reporting - Operations | Domain: Wealth Management
(15 May 2013 – Present)
Accenture plc is a multinational management consulting, technology services and outsourcing company.
Incorporated headquarters are in Dublin, Republic of Ireland while operations headquarters are in Chicago,
Illinois. Accenture helps its clients become high-performance businesses and governments.
Current Domain:
Working in the area of Capital Markets, Investment Banking, Asset and Wealth management as a Subject Matter
Expert / Analyst with the following roles and responsibilities.
Key Responsibilities:
 MIS Reporting.
 Handling Mandatory Corporate Action Events.
 Handling pricing research for products like, equities, bonds, derivatives, Mutual funds & AI securities.
 To ensure TAT’s never gets missed.
 Allocating work related to cost basis, Tax Reporting and getting it done.
 Core area of work includes handlingthe Financial Advisor’s Request for pricing and cost research for
their respective clients for IRS (Internal Revenue Service) reporting.
 Pricing the tax lots information as per IRS norms.
 Handling the covered and non covered securities.
 Researching & Finding the fair market value of the securities for the inheritance purposes.
 Reconciling the breaks causing into the accounts.
 Handling the corporate action events which are affecting the client’s accounts.
 Working on the Alternate Investment Products (securities which are not classified into Equities, Bonds &
Mutual Funds) usually they are REIT’s & UIT’s ( Real Estate Investment Trusts & Unit Investment
Trusts).
 Handling VSP transactions for Capital Gains and Losses.
 Preparing MIS reports and Business trackers.
 Root Cause Analysis.

2. Achievements:
 Received the Numero Uno And star of the business award,
 Never missed the TAT’s and Accuracy targets.
 Being the SPOC of the team have driven many automation ideas, which has resulted in the accuracy and
time savings.
Applications Handled
 BETA ( Mainframe System)
 SIEBEL ( CRM tool for handling advisors request)
 Branchnet ( Trading platform for the Financial Advisors).
Company: Angel Broking Ltd
Designation: Investment Advisor
(21 February 2012 – 20 April 2013)
Key Responsibilities:
 Dealing on ODIN & BOLT Terminals for trading across various stock exchanges.
 Trading across various product lines including Equity and Commodities etc.
 Promotion and Sales of Angel Products to New and Existing Clients (New Offering) to increase wallet share.
 Portfolio Management Services for Premium Customer including Portfolio Restructuring, Prepaid Brokerage
Scheme and others as per the client’s requirement.
 Exposure risk management to ensure feasible and amicable trade.
Company: HDFC Bank Ltd
Designation: Key Account Sales Executive - CASA
(27 September 2011 - 20 February 2012)
Key Responsibilities:
 Sales of Various Product lines to new customers.
 Benefit and Advantage selling of new offerings to existing bank account holders.
 Upgrade from Basic account to premium account to maximize banks interest and customer benefits.
 Customer Review Meets to address current challenges and cater to their future needs.
Education/ Certifications:
 Master of Business Administration in Finance and Retail from MIT College of Management (2011)
 Post Graduate Program Holder in Finance from MIT College of Management (2011)
 B.Com from Mumbai University (2007)
 NCFM - Capital Markets (Dealers module)
 NCFM - Derivatives Market (Dealers module)
Personal Details
Date of Birth: 27th Apr 1987
Languages Known: English, Marathi and Hindi
Interests: Listening to music, Tracking stock market movements, Swimming