AKSHAYKUMAR KULKARNI
Pune
Summary
Professional with strong background in process management and operational efficiency. Skilled in data entry, documentation, and compliance. Known for strong teamwork and adaptability in dynamic environments. Adept at problem-solving and maintaining high standards to achieve optimal results. Reliable and focused on delivering impactful outcomes.
Overview
5
5
years of professional experience
Work History
Intermediate Client Processing Representative
BNY
03.2022 - Current
- Managed and executed client transactions related to business, credit, and investment products, ensuring timely completion within audit and compliance standards.
- Actively owned client investigations, such as settlement inquiries, statement reporting issues, and account set-up, working collaboratively with operational and middle office teams to ensure effective resolution.
- Coordinated account maintenance for various products, ensuring accurate reporting of account status changes, rates, and fee waivers.
- Proactively arranged a nd participated in client calls and service quality check-ins to maintain strong client relationships.
- Team which Identify, Analyze, Research, Interpret, process reports update the required details for the rejected trades
- Review all rejected financial trades i.e, Redemptions Subscriptions or Exchange this can be processed via ACH, IM , IT or check. We do not review any trades processed via wire.
- Conducted comprehensive data analysis on pricing, stability, and investment-related factors, directly influencing strategy and optimizing performance.
- Demonstrated a comprehensive understanding of various financial instruments, including derivatives, equities, and fixed income securities,
Client Processing Represemtative
BNY
02.2020 - 02.2022
- Implemented the manual coding of an account in the record-keeping system as "Returned from Post Office" (RPO) for undeliverable mail by the US Postal Service or other carriers.
- Identified and documented new business opportunities for referral to product specialists.
- Participated in service-related process improvements.
- Leveraged front-to-back knowledge of capital markets to troubleshoot and resolve complex client queries and issues.
- Delivered proactive and efficient client service through routine check-ins, issue resolution, and reporting account status changes and adjustments
- Enforced banking policies and procedures to maintain operational integrity and consistently provide high client satisfaction.
- Supported continuous improvement initiatives by actively participating in cross-functional meetings and sharing insights from daily tasks.
- Streamlined processing procedures by implementing efficient workflow strategies and reducing turnaround time.
Education
Post-Graduate Certificate - Finance And Banking
Symbiosis Distance Leraning
Pune01-2024
Skills
- Effective Problem-Solving
- Prioritization of Tasks
- Securities Market Analysis
- Proficient in Microsoft Office
- Attention to Detail
- Transaction Processing
Languages
English
Kannada
Hindi
Marathi
Timeline
Intermediate Client Processing Representative
BNY
03.2022 - Current
Client Processing Represemtative
BNY
02.2020 - 02.2022
Post-Graduate Certificate - Finance And Banking
Symbiosis Distance Leraning
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