Summary
Overview
Work History
Education
Skills
Projects
Languages
Languages
Timeline
Generic

Abdeali S. Kesaria

Kandivali

Summary

Experienced Senior Associate with analytical and flexible approach to solving problems. Decisive leader driven to optimize processes and streamline operations for team efficiency.

Overview

16
16
years of professional experience

Work History

Sr Associate

JPMorgan
02.2022 - Current
  • Onboard the new and existing Investment Managers for our clients and communicate with them and discuss the onboarding requirements on custody side
  • Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
  • Led meetings with clients to discuss project objectives, timelines, and deliverables.
  • Designed training materials to ensure staff compliance with company policies.
  • Resolved customer inquiries in a timely manner while adhering to service level agreements.
  • Increased onboarding process uniformity for all regions under the Global Model initiative
  • Provided direction and guidance to junior associates on complex tasks.
  • Established relationships with key stakeholders across the organization.
  • Coordinated cross-functional teams in completing projects on time and within budget.
  • Developed and implemented strategies for increasing customer satisfaction.
  • Handling escalations in the team

Team Leader

JPMorgan
02.2019 - 01.2022
  • Enhanced client performance metrics through comprehensive scorecard preparation
  • Performed analysis on Red KPIs
  • Onboarded over 130 clients on client entitlements reconciliation and recertification reports
  • Transitioned clients to automated Eaas reporting tool, saved approximately 0.9 FT through automation and replaced manual entitlement reporting with automated solutions
  • Serviced approximately 140 Safekeeping clients in a client service role on custody side

Operational Analyst

JPMorgan
01.2012 - 01.2017
  • Handled comprehensive case processing tasks including setup, filing, and settlement
  • Conducted reconciliation of proceeds received with active market claims
  • Led several batches through comprehensive process training
  • Reduced processing time by half, aiding automation team's BRD creation

XML Associate/Email & chat Associate

-Tracmail India Pvt. Ltd.
11.2010 - 12.2011
  • Dispatching digital products to clients
  • Executed tagging, validation, and parsing for diverse images
  • Addressed technical inquiries for Pearson Education via email and chat over a 3-month period

Sr Accountant

-R.F Agrawal & Co.
05.2008 - 08.2010
  • Prepared detailed Profit & Loss reports and accurate Balance Sheets
  • Calculated Taxable Income for clients
  • Recorded essential transactions using Tally application
  • Performed audits across multiple firms

Education

MCOM - Accountancy

Skills

  • Effective Communication
  • Team Leadership
  • Project Management
  • Team Supervision
  • Account Reconciliation
  • Project Coordination
  • Training and mentoring
  • Data Analytics
  • Timeline estimates

Projects

Pension Pending Project, Reduced the number of outstanding class action historical exited client's payments by 60%, Efforts includes contacted various clients to place the standing instruction or confirmation to return the funds back to remitter, Majority of funds returned back to claims administrator amounting to $22mn

Languages

English
First Language
Marathi
Intermediate (B1)
B1
Gujarati
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1

Languages

Languages Known: English, Hindi, Marathi, Gujarati

Timeline

Sr Associate

JPMorgan
02.2022 - Current

Team Leader

JPMorgan
02.2019 - 01.2022

Operational Analyst

JPMorgan
01.2012 - 01.2017

XML Associate/Email & chat Associate

-Tracmail India Pvt. Ltd.
11.2010 - 12.2011

Sr Accountant

-R.F Agrawal & Co.
05.2008 - 08.2010

MCOM - Accountancy

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Abdeali S. Kesaria