AMRUTA GAVAS
Andheri (W),
Summary
Results-driven financial professional with over 4 years of experience in asset transfer operations within global financial services environment. Seeking to leverage strong analytical skills in an operational role into finance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Global Client Service Associate (Funds & Banking)
Interactive Brokers Pvt Ltd
Mumbai
03.2021 - Current
- Managed end-to-end asset transfers for a global client base, consistently handling an average of 1000 clients monthly while maintaining a client satisfaction rate exceeding 90%.
- Delivered prompt resolutions to escalated transfer related issues, achieving an average turnaround time of 24 hours.
- Collaborated with internal teams to streamline processes and implement solutions for faster settlement, significantly reducing pending transfer volumes.
- Identified and resolved complex cases involving missing cash and position transfers, ensuring accurate and timely client updates.
- Contributed to transfer process enhancement projects by offering data-driven insights and innovative solutions to improve operational performance by 20%.
- Headed automation initiatives that reduced the transfer completion cycle from 6 business days to just 1.
- Liaised with risk and compliance teams to maintain strict adherence to regulatory standards during transfers.
- Facilitated regular team meetings to share process updates, discuss improvement strategies and incorporate client feedback for service enhancement.
- Trained and mentored new hires in the team on transfer procedures, working with transfer systems, internal policies and team's code of conduct.
Education
PGDM - FINANCE
IES MCRC, UNIVERSITY OF MUMBAI
03.2021
BACHELORS OF COMMERCE -
BHAVANS COLLEGE
03.2017
Skills
- Communication and Interpersonal skills
- Microsoft Excel
- Analytical and problem-solving skills
Accomplishments
- Soft Skills Star Award - January 2025: Recognized for exceptional communication, teamwork, and interpersonal skills
- WOW Call Contest Winner - August 2022: Earned recognition for delivering outstanding customer service and call handling quality.
Certification
- NISM Series I: Currency Derivatives - 2021
- NISM Series VIII: Equity Derivatives - 2021
Timeline
Global Client Service Associate (Funds & Banking)
Interactive Brokers Pvt Ltd
03.2021 - Current
PGDM - FINANCE
IES MCRC, UNIVERSITY OF MUMBAI
BACHELORS OF COMMERCE -
BHAVANS COLLEGE
Similar Profiles
Huda RadiowalaHuda Radiowala
Team Leader - CRM Operations at Interactive Brokers Ind Pvt LtdTeam Leader - CRM Operations at Interactive Brokers Ind Pvt Ltd
Ashley SalvanAshley Salvan
Team Leader at Interactive Brokers Software Services India Pvt. LtdTeam Leader at Interactive Brokers Software Services India Pvt. Ltd
Bhushan Umesh SalviBhushan Umesh Salvi
Technical Support Specialist/Application Support Analyst at IBKR (Interactive Brokers)Technical Support Specialist/Application Support Analyst at IBKR (Interactive Brokers)
Catherine ChristiansenCatherine Christiansen
Attorney at Self-employeedAttorney at Self-employeed
JENY HIGGINSJENY HIGGINS
Case Manager Specialist at Salvation ArmyCase Manager Specialist at Salvation Army