Jayashree Sivaprakash
Manchester
Summary
Takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work history
Senior Reconciliation Analyst
BNY Mellon
2023.02 - 2025.03
- Analysing complex disparities between systems, clients, institutions, and entities pertaining to securities, cash, and derivatives, as well as assigning, carrying out, and approving daily reconciliations
- Conducting root-cause investigations and analysing complicated inconsistencies whilst assisting colleagues
- Making use of thorough grasp of company to guarantee that right changes are made
- Successfully consolidated workflow and moved important client reconciliation operations from India
- Carry out asset validation on quarterly basis for trades and positions related to BNY Mellon's key client
- Participating in interview panel for hiring new team members
- Conducting 1:1s for team individuals and share constructive feedbacks
Assistant Manager (Heading Centralized Service Team)
DSP Mutual Fund
2018.07 - 2021.08
- Portfolio Management of key clients and dedicatedly handled their queries, grievances and client retention
- Team Management, constantly monitored, evaluated individual performances and conducted 1:1s periodically
- Evaluated staff performance, implemented training and development programmes to maintain exceptional service levels
- Supervised customer grievances in all platforms – social media, regulator, CEO, Email and calls
- Monitored and customised Interactive Voice Response scripts of Call Centre team as and when required
- Identified opportunities to pitch in sales so as to improve market base for organisation
- Onboarded new customers and delivered all essential information needed for their investment journey
- Attended to Customer Satisfaction Surveys and ensured customer retention
- Trend analysis of email and call volumes, to present them to top management on monthly basis
- Built cordial relationship with mutual fund distributors
- Reduced manpower by 15% cost to organization from Call Centre
Senior Processing Officer
HSBC Transaction Processing Centre
2013.07 - 2018.06
- Operational activities for Mutual Fund transactions – Debit & Credit of customer accounts
- Customer complaints handling for Mutual Fund transactions
Processing Associate
Fidelity Investments
2012.05 - 2013.06
- Reconciliation of 401K transactions to trade within NYSE cut-off
Education
Masters - Banking and Finance
Sheffield Hallam University
2021.09 - 2022.09
Bachelors - Banking Management
D G Vaishnav College of Arts
Chennai 2009.07 - 2012.06
Skills
- Team Management
- Quality Management
- Operational Excellence
- Customer Relationship Management
- Stakeholder Management
- Customer Centricity Skills
- Management Information System
- Negotiation Skills
- R Studio
- Microsoft Office
- Result-Oriented approach
Reference
References are available upon request
Timeline
Senior Reconciliation Analyst
BNY Mellon
2023.02 - 2025.03
Masters - Banking and Finance
Sheffield Hallam University
2021.09 - 2022.09
Assistant Manager (Heading Centralized Service Team)
DSP Mutual Fund
2018.07 - 2021.08
Senior Processing Officer
HSBC Transaction Processing Centre
2013.07 - 2018.06
Processing Associate
Fidelity Investments
2012.05 - 2013.06
Bachelors - Banking Management
D G Vaishnav College of Arts
2009.07 - 2012.06