MBA Candidate With Rich Experience & Passion To Drive Organizational Success
Bengaluru
Summary
Dedicated individual always boosting company profits and hitting deadlines. A tech pro skilled at speeding up tasks.
Overview
5
5
years of professional experience
3
3
Certifications
4
4
Languages
Work History
Senior Associate,FX Sales and Onboarding
State Street Corporation
Bangalore
10.2022 - 04.2023
Conduct independent research to gather and record data from external sources while onboarding Client.
Responsible for ensuring and reviewing all Onboarding requests.
Interact with various internal and external teams to make sure client needs are met.
Working with sales to insure launch of new funds and it's onboarding.
To setup fund/Accounts for same day trades and regular onboards
Multiple account checking and reviewing of guidelines.
Analyze problem and obtain and evaluate information to reach sound conclusions.
Performing AML KYC Checks.
Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Managed customer relations through communication and helpful interactions.
Maintained relationships with customers to maximize sales opportunities.
Senior Analyst, Global Client Administration
Northern Trust Asset Management
Bangalore
04.2020 - 09.2022
Designation -Senior Account Manager
Provided strategic planning advice and financial oversight for corporate stakeholders.
Analysis of Financial intermediary fee involving variance analysis of fees expected vis a vis charged to the firm by investment service provider.
Ensuing proper calculations of fees and special calculations on the basis of guidelines and requests.
Meticulously facilitate client transactions by verifying the client letter of direction and making the corresponding inputs into the cash movement per client instructions with an eye to detail to avoid overdrafts and ASL's.
Onboarding of wealth and institutional clients on respective platforms to ensure accurate reporting of Performance, accounting and portfolio summaries to the clients.
Coordinating with investment associates by monitoring cash accounts daily and notifying them of cash movements for them to place trades, recover balances from the closed accounts, cover the overdrafts and tracking unusual movement in the cash balances.
Monitoring of accounts closures on different platforms.
Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
Worked with customers to develop strategic business and account plans.
Analyst
Northern Trust Asset Management
Bangalore
07.2018 - 04.2020
Designation- Account Manager
Education
Masters of Business Administration -
Christ University
Bengaluru
06.2023 - Current
Bachelor of Commerce - Accounting And Finance
Christ University
Bangalore
06.2015 - 2018.05
12th Grade - Commerce
Kothari's International School
Noida
03.2014 - 2015.04
10th Grade -
Kothari International School
Noida
03.2012 - 2013.04
Skills
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Certification
Six Sigma (Green Belt)
Software
Microsoft Excel
Microsoft Office
Eagle PDC
Performance Reporting Software
IHS Markit- S&P Global
Accomplishments
Won Multiple businesses from the top european investment managers while competing with some of the biggest names in the financial business.
Awarded multiple awards for high productivity and taking care of high volumes.
Detected multiple discrepancy in the fee cycle and helped in recovering significant fees loses.
Led a small team of niche work.
Industrial Trainings
Organizational Structure Training
Larsen and Turbo LTD.
June 2023
Timeline
Executive Program in Applied Finance (IIM Lucknow)
09-2023
Masters of Business Administration -
Christ University
06.2023 - Current
Senior Associate,FX Sales and Onboarding
State Street Corporation
10.2022 - 04.2023
Senior Analyst, Global Client Administration
Northern Trust Asset Management
04.2020 - 09.2022
Analyst
Northern Trust Asset Management
07.2018 - 04.2020
Six Sigma (Green Belt)
06-2017
Certification in Business Accounting
11-2016
Bachelor of Commerce - Accounting And Finance
Christ University
06.2015 - 2018.05
12th Grade - Commerce
Kothari's International School
03.2014 - 2015.04
10th Grade -
Kothari International School
03.2012 - 2013.04
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