Looking for a role to lead by example and utilize immense experience in leading a team towards its objective within the deadlines.
An accomplished Process Lead with 10 years of BPO industry under Banking and Capital Market. This solid experience has enriched me to be a result oriented team player with excellent work ethics. Results-driven Process Lead with a decade of expertise in the BPO sector, specialising in Banking and Capital Markets. Led teams to meet objectives within deadlines by fostering collaboration, recognising contributions, and enhancing communication. Drove process improvements by integrating team feedback and establishing clear goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Emerging lead
Statestreet mumbai corporate services
Tamil nadu, India
01.2019 - Current
Acknowledged the contributions of individuals and teams consistently.
Applications used in the company include PLM, TLM, TLP, Myview, and MS Office.
Cash and position reconciliation between the external custody bank and the accounting bank.
Settling income, trade receivables, and payables per the external custody bank statement.
Researching and resolving transactions such as corporate actions, miscellaneous wires, options, and foreign exchange trades.
Supported the implementation of new work processes while considering team feedback.
Communicated effectively to enhance confidence, and motivate employees.
Clarified misunderstandings and encouraged contributions from team members.
Recognised diverse perspectives of employees across seniority levels, and articulated the implications of their decisions.
Demonstrated consistent integrity towards team members.
Shared a vision and established team goals with enthusiasm to inspire success.
Researched discrepancies and updated accounts with accurate information.
Resolved reconciliation discrepancies in a timely manner. Answered client questions during weekly and monthly calls regarding accounts, and any discrepancies.
Processed all accounts payable and receivable transactions daily.
Researched and reconciled differences for all accounts, resolving outstanding issues within two business days.
Performed cash and position reconciliation by identifying, analysing, and correcting transactions to clear breaks.
Prepared quarterly, semi-annual, and annual cash balance reports for auditing and financial advisers.
Developed a series of spreadsheets and reports that made the reconciliation process more efficient and accurate.
Increased personal skill set in software proficiency, financial analysis, and data processing.
Internal reconciliation for breaks related to income, corporate action, foreign exchange trade, miscellaneous wires, options, and trades.
Undergone 3 months completed Computer training in NIIT Institute
Provided ideas for process improvements
Additional information
Quick learner and grasp easily and smart worker
Strong knowledge on Macros and implemented many ideas to reduce the activities in the process
Hobbies
To Play Pc games, Hearing Songs
Trainings attended
Email Etiquette
Macro Basics and functions
Declaration
I hereby declare that the information furnished above is true to the best of my knowledge.
Other Roles and Responsibilities
Migrated OTC Derivative SWAPs drafting process from Morgan Stanley core regions and for UK TR testing process attended the Knowledge transfer through phone
Team SPOC of Business Continuity Plan
Trained new joiners on UK TR testing process and OTC Derivative SWAPs process
Periodic SOP reviewer and if any changes been updated, will get an Client Sign-off explaining the changes made through call
Checker of RCSA Audit
Presenter of Internal and External Audit
Process Initiatives
Created macro which enabled to reduce the manual work in report extraction.
Created process checklist for all the process and ensure to deliver 100% accuracy