Anand Rao
Investment banker
Pune,Maharashtra
Overview
18
18
years of professional experience
Work History
Vice President
BNY Mellon International Operations (India) Pvt. Ltd.
Pune
09.2022 - Current
- Working as Vice President for Global Corporate Events (APAC & UK, IE, DE, NL and Euroclear markets) with a Team of 23 members.
- Successfully completed a project over harmonizing checklists of each process into a digital platform across department, about 345 checkilists.
- Developed and executed strategic plans to support the vision of the organization.
- Formulated policies that improved operational efficiency and productivity.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Created effective communication strategies between management team members and employees at all levels of the organization.
- Identified problems and implemented solutions to better streamline operations.
Team Lead
BNY Mellon International (India) Pvt. Ltd.
Pune
08.2019 - 08.2022
- Worked as a Team Lead under the process Global Corporate Events
- Responsible for managing a team of 8 members, improving their skills, conducting monthly 1:1s, handling migrations, ensuring timely responses to audits, and cascading End of the Day reports to senior management.
- Resolved escalated customer complaints or queries promptly and efficiently.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
- Collaborated with other departments to develop effective solutions that meet customer needs.
- Maintained accurate records of employee attendance and task completion times.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Provided support to junior staff during peak periods of workloads.
- Monitored team performance against targets, taking corrective action where necessary.
- Ensured compliance with company policies and procedures throughout the team.
- Coordinated team resources to achieve project goals.
Senior Analyst
BNY Mellon International (India) Pvt. Ltd.
Pune
08.2017 - 12.2019
- Worked as a Senior Process Lead (Sr Analyst) under the process CMS CA PUNE
- Responsible for managing a team of 6 members, driving daily huddles, monitoring escalations and inquiries, conducting weekly calls with market facing teams, handling projects, process trainings, and IT related accesses for new joiners.
Analyst
BNY Mellon International (India) Pvt. Ltd.
Pune
07.2014 - 08.2017
- Worked as an Analyst (Market Expert) under the process CMS CA PUNE
- Responsible for managing a team of 3 to 4 Senior Specialists, planning and coordinating daily activities, reviewing and auditing Voluntary & Mandatory actions, acting as the first escalation point of contact, and evaluating and implementing processes.
Senior Specialist
BNY Mellon International (India) Pvt. Ltd.
Pune
08.2012 - 06.2014
- Worked as a Senior Specialist under the process CMS US Mandatory Corporate Actions
- Responsible for working on end to end events of all Mandatory for US Market, handling announcements of Corporate Actions to US clients, reconciliations, handling broker positions, payments processing, reconciliation of cash and stock, attending queries, and training and mentoring new staff.
Analyst - L3
Franklin Templeton International Services (India) Pvt. Ltd
02.2011 - 08.2012
- Worked as an Analyst - L3 under the process Global Corporate Actions Services
- N/A
Associate
Franklin Templeton International Services (India) Pvt. Ltd
08.2007 - 01.2011
- Worked as an Associate under the process Transfer Agency - US
- N/A
Senior Associate
Franklin Templeton International Services (India) Pvt. Ltd
09.2008 - 01.2009
- Worked as a Senior Associate under the process Transfer Agency - Canada
- N/A
- Resolved customer inquiries in a timely manner while adhering to service level agreements.
- Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
Data Processing Analyst
Global Info vision Pvt. Ltd
06.2006 - 08.2007
- Worked as a Data Processing Analyst
- N/A
- Analyzed customer data to ensure accuracy of information.
Education
MBA - Finance
Pondicherry University
Pondicherry06-2011
Graduation - Commerce
A NU University
01.2006
Intermediate - Commerce, Economics and Civics
Board of Intermediate
01.2003
Schooling -
Zion Public High School
01.2000
Skills
- Knowledge of Corporate Actions and Global Securities Operations
- Reviewing Corporate Actions
- Handling accounts of High Net-worth Customers
- Project management
- Team management and leadership
- Process improvement
- Escalation management
- Audit compliance
- Reporting and communication
- Risk management
- Training and mentoring
- Reconciliation of cash and stock
- Payments processing
- Customer service
- Data processing and analysis
- Baseline development
- Subject Matter Expertise in financial and non-financial transactions
- Proficient in English, Telugu, and Hindi languages
Contactaddress
Majestique Imperia, B-1102, Phursung power house, Phursungi, Pune, 411028
Rewardsandrecognition
- Certified Baseline developer on the back of project that was driven.
- Promoted to Manager in Sept' 2022
- Promoted to Team Lead in Sept 2019
- Awarded with "Applause Award "for the Quarter at BNY Mellon International (India) Pvt. Ltd.
- Promoted to Market Expert from Senior Specialist at BNY Mellon International (India) Pvt. Ltd.
- Awarded thrice with the "Applause Award" for outstanding performances at Franklin Templeton International (India) Pvt. Ltd.
- Considered as an SME (Subject Matter Expert) for the process of financial and Non-Financial transaction.
- Promoted to Analyst for Corporate Actions department through Internal Job Promotion at Franklin Templeton International (India) Pvt. Ltd
Currentprofessionalsynopsis
Over 15 years of work experience with Multi-National Companies, which are Franklin Templeton International Services (India) Pvt. Ltd, Global Info Vision Pvt. Ltd and at present BNY Mellon International Operations (India) Pvt. Ltd.
Currently working as a Manager- under Corporate Actions department where managing Global Markets which includes APAC and few from EMEA region.
Worked on various projects within the department which groomed me to a better capable person.
Efficient in reviewing all Corporate Actions.
Worked on various processes of Global Corporate Actions & Transfer Agency (UK, US & Canada and Other APAC markets).
Rich experience in handling the accounts of High Net-worth Customers across US, UK, and APAC Countries.
References
References will be provided upon request
Languages
- English
- Telugu
- Hindi
Languages
Telugu
First Language
English
Advanced
C1
Hindi
Advanced
C1
Timeline
Vice President
BNY Mellon International Operations (India) Pvt. Ltd.
09.2022 - Current
Team Lead
BNY Mellon International (India) Pvt. Ltd.
08.2019 - 08.2022
Senior Analyst
BNY Mellon International (India) Pvt. Ltd.
08.2017 - 12.2019
Analyst
BNY Mellon International (India) Pvt. Ltd.
07.2014 - 08.2017
Senior Specialist
BNY Mellon International (India) Pvt. Ltd.
08.2012 - 06.2014
Analyst - L3
Franklin Templeton International Services (India) Pvt. Ltd
02.2011 - 08.2012
Senior Associate
Franklin Templeton International Services (India) Pvt. Ltd
09.2008 - 01.2009
Associate
Franklin Templeton International Services (India) Pvt. Ltd
08.2007 - 01.2011
Data Processing Analyst
Global Info vision Pvt. Ltd
06.2006 - 08.2007
MBA - Finance
Pondicherry University
Graduation - Commerce
A NU University
Intermediate - Commerce, Economics and Civics
Board of Intermediate
Schooling -
Zion Public High School
Similar Profiles
Mayur BhujbalMayur Bhujbal
Senior Analyst at BNY Mellon International Operations India Pvt. LtdSenior Analyst at BNY Mellon International Operations India Pvt. Ltd
Vinoth G Vinoth G null
Senior Rep, Fund/Client Accounting at BNY Mellon International Operations India Pvt LtdSenior Rep, Fund/Client Accounting at BNY Mellon International Operations India Pvt Ltd
KAJOL KUSRAIKAJOL KUSRAI
Vice President, Financial Regulatory Reporting at BNY Mellon International Operations (India) Pvt. Ltd.Vice President, Financial Regulatory Reporting at BNY Mellon International Operations (India) Pvt. Ltd.
Sriramana BharadwajaSriramana Bharadwaja
Associate-1 at BNY Mellon International Operations India Pvt. Ltd.Associate-1 at BNY Mellon International Operations India Pvt. Ltd.
Pratik JainPratik Jain
Packaged App Development Senior Analyst at AccenturePackaged App Development Senior Analyst at Accenture