Summary
Overview
Work History
Education
Skills
Timeline
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Ch. Soujanya

Ch. Soujanya

Hyderabad

Summary

Experienced and results-driven professional with over 12 years of expertise in banking operations within the service industry. Successfully managed the Revenue Control Division, overseeing F&O trades across various exchanges and products. Seeking opportunities in the banking and financial services domain to further explore and apply knowledge and skills.

Overview

11
11
years of professional experience

Work History

Authorized Officer

UBS
04.2020 - Current
  • Member of Exchange Traded Derivates department – 1)Client Charging & Data team. 2)TCS – Transactional Client Services team
  • First point of contact for escalation in process – in ETD Commissions, Brokerage and OTC tasks and was account manager for few major clients.
  • Ensure Execution and clearing commissions are charged accurately (Full service, Execution only and Third party Give In Trades), account static set up completion, Erate creation and upload to FIA, Authorize Cash postings.
  • Drive daily and weekly meetings with Global heads in process, and perform MIS reporting. Manage the calls with Clients and CRMs on process updates.
  • Own couple of Alteryx flows. Automated very complex process of GIN (Give IN) coding- backbone for complete sub process. Saved one FT in BAU and eliminated any manual error in coding rates for different execution brokers' codes, executed types – Voice, DMA, ALGO, Globex , Globex spread, EFP, Block et
  • Successfully completed KIBANA Global project on mail box. Driving the 1 Place project on mailbox. Reports to high level dashboards that are easy to present to Global heads and study specific client's activities.
  • Possess good knowledge on applications SKC (Swiskey Clearing), SKE (Swiskey Execution), GMI, FIA Docs ( previously called as Egus), 1Place, IWM (Integrated work force management), Business Objects, CV (Clear vision), Qlikview, EUREX, IDEM, ICE and other major exchanges. Bloomberg, etc

SENIOR CORPORATE ACTIONS ADMIN

INVESCO
03.2018 - 04.2020
  • Process Transition from London (June – July 2019): Visited INVESCO office at Henley and London locations and brought few corporate actions related and pricing tasks. Built synergy amongst all locations and worked towards having successful transitions to Hyderabad location which broadened scope.
  • As part of Corporate actions and Pricing team ensured all corporate actions and prices are captured correctly, perform OTC Resets.
  • Perform reconciliation of income dividends/coupons, pay date/settlement date, alternate currencies between internal system, vendor sources and custodians/counterparts
  • Played key role and successfully helped implementing RPA project which streamlined settlement process across departments - eliminated risk of incorrect settlements due to FX and CCY differences
  • Applications used are FMC, STAR, CADIS, TLM, Cadis Price Master, Aladdin, IDD, Bloomberg, Thomson Reuters,IDC etc
  • Active participation in several committee activities and won many awards – BAU related, personality development activities and fun activities.
  • Initiated cross-department meetings, to resolve conflicts and challenges and build positive relations amongst our teams
  • Assist with compliance reviews, controls, and audits as needed.

Process Supervisor

Cognizant
11.2014 - 03.2018
  • Process Transition from UK (November 2015-February 2016): Visited UBS London branch and successfully transitioned one FT job on Full service zero commission Investigation. Picked up task very quick and went live in short duration. Received appreciations from Onshore Directors and MDs for not just making it success, but also clear all aged items outstanding during that time.
  • Was given opportunity to extend my visit and assist the team in another project called NEO.
  • Member of Exchange Traded Derivates- Client Charging & Data
  • Part of Lean and Pex work, Robotics project. Reduced 5hrs of daily work.
  • Prepare CAT Tool from Work Drivers provided by team and report to management and participate in production calls with Onshore directors
  • Handled House trade breaks management team

Senior Analyst

Deutsche Bank
09.2013 - 11.2014
  • Member of GMLD (Global Market Listed Derivatives) department - Cash Team.
  • Deal with cash transfers and maintain initial and variation margins in accounts Hub to Hub, Hub to Exchange, Hub to third party in ELT and TKN and at exchange level
  • Perform Client payments and Brokerage payments, handled London as well as Frankfurt Cash Team
  • Generating Swift messages (MT202, MT103, MT199, and MT599).
  • SME capability and ownership to resolve issues

Education

High School Diploma -

Sri Prakash Vidyaniketan
04.2001 -

Intermediate Certificate -

Sri Chaitanya
04.2001 -

Master of Science -

St. Pious X PG College
06.2010 - 04.2012

Certification Course - Investment Banking

Stratadigm
01.2013 - 07.2023

Skills

Client Servicing

People management

Good Analytical skills, automation tools like Alteryx, Power BI, Chatpgt, etc

Strong knowledge on Derivatives, Trade life cycle, OTC, etc

Dealing with clients, Meeting SLA, Risk management, Reconciliations

Exceptional verbal and written communication

Timeline

Authorized Officer

UBS
04.2020 - Current

SENIOR CORPORATE ACTIONS ADMIN

INVESCO
03.2018 - 04.2020

Process Supervisor

Cognizant
11.2014 - 03.2018

Senior Analyst

Deutsche Bank
09.2013 - 11.2014

Certification Course - Investment Banking

Stratadigm
01.2013 - 07.2023

Master of Science -

St. Pious X PG College
06.2010 - 04.2012

High School Diploma -

Sri Prakash Vidyaniketan
04.2001 -

Intermediate Certificate -

Sri Chaitanya
04.2001 -

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Ch. Soujanya