Chennai, Tamil Nadu, India
Financial services professional with 4+ years of experience with an adept understanding of the financial engineering behind Securities operations & Cash security products. Trained in Relational Database querying methods and savvy with MS Office. Spearheaded the Client Relations team at BNP, tending to clients from 2 continents with a track record of Investment manager(s) satisfaction.
• Used MS SQL to prepare daily & monthly reconciliation of bank accounts and take corrective actions on deviations. • Executed SQL queries (DQL & DML) to view and reconcile data. • Generated weekly reports on SOR accounts. • Produced documentation, status reports and presentations to Indian and US teams. • Prepared and updated SOPs for SOR accounts. • Effected Source to Target database uploads of SOR data. • Documented the flow of data from one database to another as part of a special project. Received accolades on a job well done. • Revitalized control processes to align with new COSO standards. • Operated as SPOC for 2 interdepartmental activities.
• Managed all 3 types of Corporate Actions (CA) for Retail & Institutional clients. • Spearheaded CA Client Relations team handling clients from across 2 continents. • Built & maintained relationships with clients while providing high level of expertise in Clearing & Custody services. • Adhered to SLA(s) by promptly addressing concerns, complaints and inquiries from clients. • Increased grievance redressal rate by 10% by employing analytical strategies to quickly resolve concerns. • Improved client satisfaction by 25% by reducing the TAT. • Coached and guided 10+ number of freshers in processes varying from Event announcements, synthesizing client elections, processing payments & claims, & in handling client relations. • Cultivated a collaborative culture & maintained a constructive team environment. • Liaised with Sub custodians & other third parties on various occasions to advance late elections and last minute eligible holdings. • Performed UAT testings for benefit of process betterment by reducing error percentage. • Engaged actively in firm's fine arts initiatives. • Received Spot awards in recognition of special contributions at work. • Achieved over and above performance ratings throughout my stint in Corporate Actions.
• Extracted blurbs for books to be published. • Assisted VNI's marketing executive on sales calls to four colleges. • Expedited proof-reading and copyediting for over 10 college books. • Reviewed and edited books by marking errors and presenting to authors. • Reviewed every piece for grammatical, spelling, punctuation, syntax, accuracy and compliance with quality standards.
• Gained insight on the workings of a book publishing house. • Completed training in Acquisition Editing, Proof Editing, Sales and Promotion. • Acquired valuable experience & potential contacts for future job references. • Obtained good exposure to a work environment which helped polish my organizational skills.