Omkar Kambli
Thane,India
Summary
Skilled professional specializing in OTC derivatives operations and trade lifecycle management. Expertise in financial analysis, confirmations, affirmations workflow, and KPI/SLA reporting. Proficient in MS Office with strong communication and interpersonal skills. Recognized for meticulous attention to detail and a commitment to excellence in all tasks.
Overview
3
3
years of professional experience
1
1
Certification
Work history
Senior financial analyst
eClerx Services Ltd.
Mumbai
2026.04 - Current
- Identified team improvement opportunities and supported process optimization.
- Prepared critical reports for performance tracking and decision-making.
- Led SOP revisions, improving onboarding efficiency and audit outcomes.
- Supported development of tool to improve new joiner productivity.
- Trained new joiners on key processes and critical tasks.
- Worked with global trading, middle office, and operations teams to streamline workflows.
- Led client and internal calls to resolve trade issues and improve efficiency.
Financial Analyst
eClerx Services Ltd.
Mumbai, India
2025.03 - 2026.03
- Recognized with Value Award for strong performance and contribution.
- Managed end-to-end equity chase and trade confirmations.
- Resolved high-aged queries by identifying root causes.
- Executed trade bookings in SPG and Vol Products with accuracy.
- Reviewed actuarial assumptions to ensure valuation accuracy.
- Managed portfolio of 150+ clients across Finance, Health, and Technology.
- Used Excel and data analytics to improve internal processes.
- Built strong client and internal communication skills.
Actuarial Associate
Thanawala Consultancy
Mumbai, India
2023.07 - 2024.04
- Analysed actuarial assumptions and methodologies to ensure accurate and reliable valuation results.
- Leveraged advanced Excel and data analytics to streamline internal processes and enhance valuation methodologies.
- Managed portfolio of 150+ clients in Finance, Health, and Technology, ensuring tailored support and service delivery.
- Strengthened client and team relationships through effective communication and collaboration, prioritising service quality.
Education
Bachelor's - Business Management
R. A. Podar College of Commerce and Economics
Mumbai 01/2022 - 03/2023
Skills
- Financial analysis
- KPI reporting
- OTC derivatives operations
- Trade lifecycle management
- Confirmations and affirmations workflow
- MS Office proficiency
- Attention to detail
- Interpersonal and communication skills
- Client relationship management
- Team-work
Certification
- Investing in Stocks - Udemy
- Financial Modeling and Valuation - Udemy
- Investment Banking Course - 365 Careers
Extra-Curricular Activities
- Contributed to a beach clean-up initiative.
- Completed the Kedarkantha Peak trek, Uttarakhand (12,500 ft).
- Completed a half marathon (21.1 km).
- Participated in inter-collegiate competitions and festivals.
Timeline
Senior financial analyst
eClerx Services Ltd.
2026.04 - Current
Financial Analyst
eClerx Services Ltd.
2025.03 - 2026.03
Actuarial Associate
Thanawala Consultancy
2023.07 - 2024.04
Bachelor's - Business Management
R. A. Podar College of Commerce and Economics
01/2022 - 03/2023