Summary
Overview
Work History
Education
Skills
Awards Recognitions
Timeline
Generic
Abhilash K R

Abhilash K R

Bengaluru

Summary

To work in a creative and challenging environment that shall yield the twin benefits of the job satisfaction and a steady paced professional growth. Secure a responsible position in Banking and Accounting domain, sharing breadth of experience & abilities effecting mutual employee & employer growth & success.

Overview

12
12
years of professional experience

Work History

Account Specialist IV

JP Morgan Chase & Co.
Bengaluru
07.2019 - Current
  • Company Overview: Joined 'JP Morgan Chase-CCB' in July 2019 as 'Account Specialist II'. This team works as a backend support for all JP Morgan retail bank queries and escalations.
  • This team works as a backend support for all JP Morgan retail bank queries and escalations, if customer request is unable to process in branch due to technical/access limitation/high volumes then 'Regulatory & Event Operations' team located in Bangalore will help the branch bankers in timely completion of the requests.
  • These requests are received in respective workflow tool/CFW application, REO team will complete validation and take action as per standard operation procedure (SOP) and update back to bankers with resolution.
  • There are 14 team under REO based on request type and complexity and have expertise in below 3 team in tenure with JP Morgan.
  • Process 1: Retail Banking -ACH Reclamation - Reclamation is procedure used by federal government (government) to recover benefit payments made through ACH to account of recipient who died or became legally incapacitated or beneficiary who died before date of payment(s).
  • Process 2: Retail Banking -Deceased Notification Process - Release Hold Request team release type 13 & type 15 holds on DDA accounts so that banker can close disburse funds to the beneficiary at branch and close the account.
  • It is critical work type all maintenance should be performed with in one hour of time.
  • Process 3: Retail Banking -Unclaimed Property process- Unclaimed or 'abandoned' property refers to property or accounts within financial institutions or companies-in which there has been no activity generated (or contact with owner) regarding property for one year or longer period.
  • Team take care of change.
  • Worked on Automated Clearing House (ACH) payments involving treasury payments which include placing hold on accounts, stop payments, return payments in excess and also notifying agencies.
  • Responsible to meet monthly productivity target of minimum 95% and above, Quality target of 99.00 % and Utilization target of minimum 95%.
  • Working on process improvements ideas to reduce the process waste, simply steps, identifying process gaps and escalating to manager with relevant supporting documents to proceed with business and audit approvals.
  • Worked with 4 bottom performers and helped them to meet their quality targets between Q4 2021 to Q3-2022.
  • Assigned daily tasks to team member and ensuring timely completion of task with 100 % accuracy.
  • Having a close look at the SLA reports to ensure that all the SLA's are managed efficiently.
  • Reviews project SOP, drawings, and all technical project documents to ensure a clear understanding of work scope.
  • Conducting internal process audits and process reviews for ensuring strict adherence to the process parameters/systems as per defined guidelines.
  • Able to handle multiple projects of varying complexities end to end with minimal Hand holding.
  • Achieving the targets and providing timely updates by aliasing with the onshore partners.
  • Lead process improvements projects in the respective teams, provide recommendations and convert them into measurable results.
  • Have trained freshers joining the team in different process queues and also post training assistance in case of queries and escalations.
  • Quality analysis of new joiners and reporting the same.
  • Helped other LOB's during high volumes to reduce their volume, also worked overtime.
  • Managed workflow, allocation of work and reporting in absence of senior members in the team.
  • Co-ordinate with onshore partners for queries, process updates, customer assistance, reporting etc.
  • Trained for the role of operations admin.
  • This job involves daily reporting, work allocation, Quality analysis, training, managing escalations, etc.
  • Worked on indexing queue where all faces received was indexed and allocated to concerned teams.
  • Joined 'JP Morgan Chase-CCB' in July 2019 as 'Account Specialist II'. This team works as a backend support for all JP Morgan retail bank queries and escalations.

Assistant Accountant

Shankara Building Products Ltd
Bengaluru
06.2013 - 09.2017
  • Handling Accounts of Sales, Purchase, Receipt& Payments.
  • Prepare & analyze accounts receivable records & statements.
  • Verify documents substantiating business transactions.
  • Assisting with Auditors during account finalization.
  • Taking responsibility about cash management.
  • Preparing daily, weekly & monthly reports with Excel.
  • Preparing Tax Invoices, Performa Invoice & Material indents.
  • Preparing credit/ debit notes & Cash/Cheque statement.
  • Monthly Inter Reconciliation with H.O.
  • Handling Credit/Debit card, And Card Transactions Statement.

Education

BBM - Finance

University of Mysore
12-2012

Skills

  • Strong communication
  • Influencing skills
  • Negotiation skills
  • Excellent English language skills
  • Good analytical skills
  • Ability to extract data
  • Ability to compile data
  • Ability to analyse data
  • Results-oriented
  • Action-oriented
  • Good interpersonal skills
  • Strong experience with corporate finance
  • Data analysis
  • SQL databases

Awards Recognitions

  • Recognized for high Productivity, 100% Quality, and 'Rising Star' award for consistent high performance in new teams
  • Received DNP Service Excellence team award in the year 2019.
  • Received UCP Service Excellence team award in the year 2022.
  • Received Q2 Service Excellence Individual award in the year 2023.

Timeline

Account Specialist IV

JP Morgan Chase & Co.
07.2019 - Current

Assistant Accountant

Shankara Building Products Ltd
06.2013 - 09.2017

BBM - Finance

University of Mysore

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Abhilash K R