To leverage my professional skills with dedication and energy, while actively contributing as a collaborative team member.
Overview
13
13
years of professional experience
Work History
Franklin Templeton Investments India Pvt. Ltd.
06.2014 - Current
Accountable for verifying and authorizing daily transactions, including checks, ACH incoming/outgoing, transfers, and remittances
Overseeing the team's group mailbox (GMB) to ensure prompt action and responses to all business-related emails
Authorizing and supplying various reports, such as Break Reports, Check Batches, ACH Outbound, and Failed Event Reports
Examining incoming checks for authenticity and detecting any that are not original
Reviewing daily/weekly/monthly EBT (Employee benefit trust) report and ensuring that the correct codes are used for accounts
Handling a variety of tasks, including NRA, FATCA, BACK UP W/H, general ledger manual postings, remittance rescheduling, and stopping payments on checks
Additionally, compute co-trustee commissions using various methods and disburse the payments through checks, ACH, or wires
Tasked with determining the amounts and processing various bill payments for high-net-worth clients
Liaising with the custodian bank to retrieve funds for ACH pullbacks
Responsible for ensuring all items are processed and verified within cutoff and sweep times to prevent account overdrafts
Addressing daily queries from processors and administrators
Oversee the team and manage all operations in the supervisor's absence
Maintaining and updating files related to various processes, ensuring data is readily available when needed
In charge of training each processor and creating backups for all
Accountable for ensuring all team members complete the necessary HR training and web-based trainings (WBTs)
Supply and assist with necessary data for the supervisor during audits
Oversee wire payments and inform the business of any delays or unsuccessful transactions
Identify opportunities to enhance oversight models, including automation of existing controls and procedures
Tasked with the monthly reconciliation of interest postings for the client's ledger and STIP balance interest
Responsible for accurately updating monthly IOIC interest rates and daily STIP rates in the system
Ensure sufficient balance in the custodian account to comply with wire payments and prevent overdrafts or payment failures
OFAC Issue – Thoroughly reviewed all beneficiaries to ensure accuracy and completeness and introduced new controls and procedures to enhance efficiency
Application outage – Due to a storage outage in the GP application, all payments and transactions failed to post on the first business day of the month, when volume is high
To resolve this, I worked 18-20 hours daily for at least a week
Application conversion – I led the transition of the bookkeeping application from GP to SWP
Over a span of two years, I diligently worked on the project, conducting thorough testing of teams’ various tasks to ensure accuracy and providing the team with the precise information they needed
Assistant Branch Manager
Muthoot Finance Ltd.
03.2012 - 08.2013
Preparing and finalizing Monthly MIS Reports like Bank Reconciliation, Business performance Report, Incentive Report, Pay bill etc
Ensuring that Documents and Registers are updated in a timely manner
Gold Appraisal and Handling of Strong Room Keys
Following up on NPA’s (Non-Performing Assets) to reduce NPA of the Branch
Drafting and Filing Official Letters and Correspondence
Deputy Manager – Investment Operations: Global Trade Services & India Assets Management at Franklin Templeton Investments India (Services) Pvt. Ltd.Deputy Manager – Investment Operations: Global Trade Services & India Assets Management at Franklin Templeton Investments India (Services) Pvt. Ltd.