Summary
Overview
Work History
Education
Skills
Reference
Timeline
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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
02.2023 - 03.2025
  • 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
07.2018 - 08.2021
  • 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
07.2013 - 06.2018
  • Operational activities for Mutual Fund transactions – Debit & Credit of customer accounts
  • Customer complaints handling for Mutual Fund transactions

Processing Associate

Fidelity Investments
05.2012 - 06.2013
  • Reconciliation of 401K transactions to trade within NYSE cut-off

Education

Masters - Banking and Finance

Sheffield Hallam University
09.2021 - 09.2022

Bachelors - Banking Management

D G Vaishnav College of Arts
Chennai
07.2009 - 06.2012

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
02.2023 - 03.2025

Masters - Banking and Finance

Sheffield Hallam University
09.2021 - 09.2022

Assistant Manager (Heading Centralized Service Team)

DSP Mutual Fund
07.2018 - 08.2021

Senior Processing Officer

HSBC Transaction Processing Centre
07.2013 - 06.2018

Processing Associate

Fidelity Investments
05.2012 - 06.2013

Bachelors - Banking Management

D G Vaishnav College of Arts
07.2009 - 06.2012

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Jayashree Sivaprakash