Akshay Nagrani
Finance professional with 5+ years of experience in retail banking, broking operations, and regulatory compliance
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About
Finance professional with 5+ years of experience in retail banking, broking operations, and regulatory compliance. Proven expertise in financial analysis, risk management, and stakeholder engagement. Skilled in handling regulatory escalations, client portfolio management, and operational efficiency improvements.
Currently pursuing advanced training in investment banking, financial modelling, and business analytics to strengthen valuation and data-driven decision-making capabilities. Seeking roles in investment banking, financial analysis or corporate finance.
Experience
IT Audit – Manager - L&T Finance
(2026-05)
- Executed structured IT general controls (ITGC) assessments across application infrastructure to support internal financial controls (IFC) framework validation.
- User Access management, Disaster recovery management, Incident management.
Deputy Manager – Nodal Escalation Officer - IDFC First Bank
(2023-06 - 2025-10)
- Managed high-priority regulatory and executive-level escalations, ensuring compliance with RBI guidelines.
- Collaborated with cross-functional teams and government bodies, enhancing stakeholder management and regulatory reporting.
- Analysed customer cases and operational data to identify trends and improve resolution turnaround time.
- Handled legal cases and supported risk mitigation and compliance frameworks.
Senior Retail Broking - Groww (Billion Brains Capital Pvt. Ltd.)
(2022-01 - 2023-06)
- Delivered end-to-end support across trade lifecycle: pre-trade, execution, and post-trade operations.
- Assisted clients with equity, mutual funds, and financial products, ensuring high client satisfaction.
- Applied analytical thinking to resolve complex queries and improve customer experience metrics.
Retail Broking - Axis Securities Ltd
(2020-11 - 2022-01)
- Managed HNI client portfolios and supported investment-related decision-making.
- Resolved queries related to portfolio performance, corporate actions, and financial transactions.
- Contributed to revenue generation through cross-selling financial products.
Education
Bachelors - Banking & Insurance - Swami Vivekanand Arts, Science and Commerce College (2020)
Higher Secondary Education - Swami Vivekanand Education Society (2017)
