Alex George
Pune
Summary
Vice President – Transition Manager/PMO at DWF Pune, adept in project management and Transitions, I spearheaded the creation of a Service Delivery Centre, achieving over 1 million GBP in annual savings. With a track record in process optimization and strategic planning, I excel in driving efficiency and operational excellence across cross-functional teams.
Overview
12
12
years of professional experience
Work History
Vice President – Transition Manager/PMO
DWF Pune
Pune
04.2022 - Current
- Spearheaded the establishment of the Service Delivery Centre (SDC) Pune, ensuring seamless transition and integration of support functions into a centralized hub
- Transitioned 100+ roles, optimizing operations and enhancing productivity
- Realized annual savings of approximately 1 million GBP through salary arbitrage, seat, and hiring cost savings, all within a 1.5-year timeframe
- Developed and presented comprehensive Business Cases for budget and HR Review Board approval, collaborating with Function Heads
- Convened the Risk Assessment Review Board to evaluate and approve roles based on legal and compliance criteria
- Directed project planning, resource allocation, and timeline management for efficient execution
- Coordinated cross-functional efforts with HR, IT, Finance, and Operations for objective alignment and smooth integration
- Defined core objectives and crafted an implementation roadmap focused on cost reduction, enhanced service delivery, scalability, and operational efficiency
- Allocated resources and ensured timely communication for seamless integration
- Led change management initiatives, addressed employee concerns, and ensured adoption of new functions
- Collaborated with HR to recruit specialized talent, designed training programs, and ensured optimal staffing levels
- Established KPIs, monitored performance, and drove continuous improvements in efficiency, cost reduction, and service quality
- Ensured compliance with regulations and developed risk mitigation strategies
- Provided regular progress reports to senior management and key stakeholders, managing potential risks effectively
- Provided comprehensive overview of operations, progress, and performance of DWF Pune (SDC) for Function owners
- Key topics included project updates, capacity and utilization, cost savings, financial forecasting, risk management, and action items
- Identified and pursued new business opportunities, collaborating with sales teams and coordinating RFP execution
- Estimated and monitored budgets to maximize profitability and designed automated workflows to streamline processes
- Managed team dynamics, conducted performance assessments, and minimized attrition
- Conducted audits and reviews to uphold quality standards and regulatory compliance
- Led the development and implementation of an Innovation platform to capture and implement new ideas across the Org (Pune)
Process Manager
eClerx Services Ltd.
Pune
04.2019 - 03.2019
- Managed the transition of 5 processes, including SBL APAC and OTC Bilateral Collateral Management
- Prepared key documents such as Scoping Plans, SOPs, Process Flows, FMEA
- Maintained costs within budgets by optimizing skill sets and manpower
- Proposed process and system enhancements to boost productivity and reduce operational risk
- Supervised daily settlement of cash and noncash collateral
- Prioritized tasks according to market cutoff times and coordinated with various teams
- Handled escalations and ensured seamless delivery of operations
- Conducted regular client calls and delivered comprehensive business reports like MBR, QBR and ABR
- Established effective client relationships and reported on KPIs/KRIs and other business metrics
- Led teams 40+ team members, conducted performance appraisals, and tracked career development
- Held one-on-one meetings to address improvement areas and conducted training sessions
- Developed and implemented multiple macros to minimize errors
- Scoped and proposed RPA projects and collaborated with the IT team
Senior Team Member
JP Morgan
05.2015 - 04.2015
- Implemented SD-2 posting to minimize trade failures
- Collaborated with the Client Facing Team on trade amendments and booking issues
- Updated broker codes and client accounts for STP of trades
- Conducted training for new team members and managed reconciliation of stock and cash breaks
- Led the migration of Custody Trade Management process
Specialist
HCL
09.2014 - 05.2014
- Managed Equity and Fixed Income trades across 44 international markets
- Handled pre-match and post-settlement functions and resolved complex settlement issues
- Conducted proactive monitoring of high-risk trades and facilitated timely settlements
- Provided training and mentorship to new team members and prepared reports for senior management
Analyst
Wipro Ltd
07.2013 - 08.2013
- Managed daily settlement & reconciliation for Equity Non-FX and FX markets
- Handled reconciliation breaks and liaised with brokers & custodians
- Supported the team with high-volume tasks and improved processes
- Specialized in Hong Kong Stamp Duty compliance and conducted training for new team members
Education
MBA - FINANCE
Pune University
Nashik10-2010
Bcom -
JDC Bytco College
Nasik01.2007
HSC -
JDC Bytco College
Nasik01.2004
SSC -
Sacred Heart Convent High School
Nasik01.2002
Skills
- Project management
- Change management
- Process optimization
- KPI development
- Risk assessment
- Process improvement
- Forecasting
- Budget management
- Innovation management
Languages
- English
- Hindi
- Marathi
- Malayalam
Personal Information
- Date of Birth: 04/28/86
- Marital Status: Married
Vocational Qualification
Well competent in various operating systems (Win 9x, 2000, XP) and MS Office Products
Languages
English
First Language
Malayalam
Elementary (A2)
A2
Hindi
Intermediate (B1)
B1
Marathi
Elementary (A2)
A2
Timeline
Vice President – Transition Manager/PMO
DWF Pune
04.2022 - Current
Process Manager
eClerx Services Ltd.
04.2019 - 03.2019
Senior Team Member
JP Morgan
05.2015 - 04.2015
Specialist
HCL
09.2014 - 05.2014
Analyst
Wipro Ltd
07.2013 - 08.2013
MBA - FINANCE
Pune University
Bcom -
JDC Bytco College
HSC -
JDC Bytco College
SSC -
Sacred Heart Convent High School
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