Summary
Overview
Work History
Education
Skills
Certification
Software
Accomplishments
Industrial Trainings
Timeline
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Abhishek Tripathi

Abhishek Tripathi

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
Abhishek TripathiMBA Candidate With Rich Experience & Passion To Drive Organizational Success