ABISHACK R

• Executed ownership change requests submitted by shareholders promptly.
• Executed replacement of loss certificates and conversion of certificate shares to Demat format.
• Conducted cost basis analysis for various share transfer types.
• Resolved queries within established time frames to ensure efficiency.
• Proactively addressed unresolved queries to enhance process flow.
• Escalated pending requests to appropriate teams for immediate resolution.
• Assisted in the sale of shares or certificates as per shareholder requests.
• Managed email correspondence efficiently to maintain communication clarity.
• Facilitated replacement or reissue of dividend checks based on shareholder needs.
• Managed end-to-end process workflows for client service operations.
• Trained and mentored junior team members on process standards.
• Developed and maintained documentation for operational procedures.
• Implemented best practices to streamline daily operations and reduce errors.
• Reviewed customer service requests and provided solutions within specified timelines.

• Executed trade reconciliation by aligning Matching Tool data with Broker File.
• Collaborated with teams to streamline reporting and improve data accuracy.
• Developed presentations to communicate insights to stakeholders effectively.
• Monitored regulatory changes to ensure compliance across business units.
• Facilitated training sessions for junior analysts on analytical tools and methodologies.
• Coordinated cross-departmental projects to enhance operational efficiency and collaboration.
• Maintained accurate records of all data collected during analysis processes.
• Identified opportunities for process improvements across the organization.
• Managed complete trade settlement processes throughout trade life cycle.
• Resolved queries within time frames established in Client SLAs.
• Collaborated with custodians and brokers to ensure timely matching and settlement.
• Proactively addressed failed trade queries to minimize delays.
• Escalated exceptions and failed transactions to stakeholders for prompt resolution.
• Updated SSI details for trades in error queue while coordinating with relevant teams.
• Oversaw email management and reported end-of-day failed trades to top management.

• Executed trade reconciliation for 10 different markets, matching tool data with broker files.
• Collaborated with Middle Office to amend discrepancies in unmatched trades.
• Resolved reconciliation breaks and trade failures promptly.
• Cleared daily and month-end stock breaks effectively.
• Generated daily reports of settled and failed trades.
• Managed email inquiries efficiently.
• Handled queries related to trade processes and settlement.
• Supported settlements team in trade matching and securities settlement.
• Assisted in training new associates on transaction processing procedures.
• Processed payments and deposits in a timely manner.
• Maintained accurate records of all transactions processed.
• Assisted with training new staff members on transaction processing procedures.
• Handled many customers daily and processed transactions, deposits, and withdrawals.

Prepared budgets for various projects, ensuring appropriate allocation of resources.

• Forecasted quarterly revenue generated from individual clients to assess financial performance.
• Conducted regular meetings with established clients to strengthen relationships and address concerns.
• Provided email and chat support to clients regarding project inquiries and billing issues.
• Maintained detailed portfolios for each client, tracking work inflow and revenue generated.
• Delivered projects promptly, adhering to established deadlines and client expectations.
• Conducted periodic check-ins with Project Managers and Clients on bulk project requirements.
• Reported weekly to Finance Head on project progress and financial metrics.