Niral Shah

Fund Settlement Executive

SuratFinancial Services
4roles
9skills
4education
3credentials

About

MBA Finance professional with experience in business operations, process automation, and cross-functional coordination in a high-volume financial services environment.

Experience

Fund Settlement Executive

Jainam Broking Ltd.

Jun 2025 – Present · Surat

Manage BRS across 6 partner banks, handling 5,000+ daily transactions with average fund flow of ₹50+ Cr and ₹90–120 Cr during corporate actions. Led a 3-member receipt team within 3 months, automated approximately 70% of the BRS workflow, improved receipt efficiency by approximately 40%, reduced manual error probability to approximately 5%, enabled onboarding of additional CDSL and NSDL JV volumes, and resolved 25–30 client queries daily.

Financial Services Intern

Pramesh Wealth Pvt. Ltd.

Mar 2024 – Apr 2024 · Vadodara

Conducted technical and fundamental analysis using Spider software, achieved approximately 30% conversion through need-based pitching of the HDFC Manufacturing Mutual Fund, and supported client profiling and investment discussions for wealth advisory.

Quality Inspection Intern

Larsen & Toubro Heavy Engineering

Jan 2022 – Apr 2022 · Surat

Identified welding defect costs and recommended corrective measures. Evaluated NDT methods for cost-effective quality compliance.

Treasurer & Sponsorship Head

Marcell - Marketing Club, NMIMS

Education

NMIMS, Navi Mumbai

MBA, Finance

2023 – 2025

3.03/4 CGPA

GCET, Vallabh Vidyanagar

B.E., Mechanical Engineering

2018 – 2022

7.72/10 CGPA

D R Rana Vidhya Sankul, Surat

Class XII, PCM

2018

81.69%

D R Rana Vidhya Sankul, Surat

Class X

2016

87.50%

Skills

Process AutomationBusiness OperationsAdvanced MS ExcelBRSFund SettlementTechnical AnalysisFundamental AnalysisFinancial ServicesData Analysis