Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals.
Overview
11
11
years of professional experience
Work History
Manager
SS&C Globeop Financial Services
Mumbai
07.2017 - Current
Led operational teams to enhance service delivery and efficiency across multiple financial processes.
Executed daily reconciliation of client accounts utilizing trade files, PB daily trades, and Bloomberg for accurate manual calculation and booking of corporate action events for Equity, Foreign exchange, Fixed income and CFD trades
Facilitated accurate daily and monthly portfolio NAV generation to enhance client reporting and satisfaction.
Handled client calls to address issues and escalations in ongoing projects. Assisted in planning new processes to mitigate future issues. Participated in discussions regarding new funds and client launches while providing demonstrations of services and setting expectations with new clients.
Developed and implemented strategic initiatives to optimize workflow and reduce processing time
Optimized reporting processes through integration of advanced Blue Prism and DevOps technologies.
Analyzed market trends to identify opportunities for service improvement and client satisfaction enhancement
Analyst
eClrex Services Limited
07.2015 - 07.2017
Executed analysis of commodity derivatives settlements, focusing on over-the-counter (OTC) trades in power, gas, metals, and oil products.
Price locking of the product on business days and create the invoices and send it to the counterparty.
For the netted voucher of 1 Counter Party if additional trade is booked, verifying the details and capturing it in existing voucher
Sending settlement details to Counter Party for agreement 1 day before value date to confirm the value date, payment instructions, settlement amount and quantity
Once received agreement by Counter Party processing the payment on value date
Education
PGDM FINANCE
Institute For Future Education, Entrepreneurship And Leadership (iFEEL)
Karla, Lonavala
01-2015
B.Com - undefined
R.K.Talreja College
Ulhasnagar, Mumbai
01-2012
HSC - undefined
R.K.Talreja College
Ulhasnagar, Mumbai
01-2009
SSC - undefined
J.V.M School
Vasind, Mumbai
01-2007
Skills
Team leadership
Research & Data Analysis
Operation and Reconciliation
Strategic Thinking
Decision-making
Time management
Accomplishments
Have been a 5 rating employee for consecutive 3 years.
Have received several accolades for team management and client appreciation works for onboarding new client and new funds smoothly.
Have been awarded for bringing exceptional auto bookings and auto commenting projects for our clients.
Awarded by eClerx as Hall of Fame in the first 6 month for the excellent learning example and handling the process.
Interests
Exercise, Travelling, Volunteer Activity to make a change
Timeline
Manager
SS&C Globeop Financial Services
07.2017 - Current
Analyst
eClrex Services Limited
07.2015 - 07.2017
B.Com - undefined
R.K.Talreja College
HSC - undefined
R.K.Talreja College
SSC - undefined
J.V.M School
PGDM FINANCE
Institute For Future Education, Entrepreneurship And Leadership (iFEEL)