Anurag Bansal

Job Role Overview

As the People's Manager, leading the AMRS zone within the product delivery team, I am responsible for overseeing the delivery and performance of our AMRS zone operations. With a team of 14 members, including 5 direct reports, I manage both day-to-day activities and strategic initiatives to ensure we meet and exceed client expectations and internal goals.

Key Responsibilities

1. Team Leadership and Management

• Direct Supervision: Lead and manage a core team of 5 direct reports, providing mentorship, motivation, and performance evaluations to ensure alignment with both team and organizational goals.
• Team Coordination: Oversee a total team of 14 members, ensuring effective coordination, task allocation, and resource management to enhance productivity and efficiency.
• Performance Development: Conduct regular performance reviews and coaching sessions, identifying growth opportunities and career progression paths for team members.

2. Strategic Operational Oversight

• Daily Operations: Prepare the Beginning of the Day (BOD) Summary to set priorities and address daily tasks. Streamline operational procedures for optimal efficiency.
• SLA Management: Monitor and ensure adherence to client Service Level Agreements (SLAs), implementing corrective actions and process improvements to enhance service delivery.
• Weekly Roster: Design and manage the weekly roster to optimize team allocation, balance workload, and maintain high-quality service delivery.

3. Data and Reporting

• Performance Reporting: Present comprehensive AMRS operations zone data to senior management during monthly calls, providing actionable insights and strategic recommendations based on performance metrics.
• Green Package Reports: Oversee the generation and delivery of Green Package reports to Project Managers (PMs), ensuring accuracy and relevance for strategic decision-making.
• Issue Resolution: Manage and resolve discrepancies in reports at the Fund, Portfolio, and Package levels. Implement quality control measures to prevent recurrence.

4. Client and Stakeholder Management

• Query Resolution: Address complex client queries, providing detailed Root Cause Analysis (RCA) and solutions. Maintain high levels of client satisfaction and trust.
• Liaison: Facilitate collaboration with other departments to secure necessary data and support. Act as a key contact for cross-functional initiatives and projects.

5. Strategic Planning and Improvement

• Strategic Initiatives: Contribute to the development and execution of strategic initiatives within the AMRS zone, aligning with broader organizational goals and objectives.
• Process Optimization: Identify and implement process improvements to enhance operational efficiency and effectiveness. Lead initiatives to optimize workflows and mitigate operational risks.
• Risk Management: Evaluate and manage risks associated with operational processes, ensuring effective mitigation strategies are in place to address potential challenges.

6. Leadership and Governance

• Policy Implementation: Ensure compliance with organizational policies and regulatory requirements. Develop and enforce best practices and standards within the team.
• Change Management: Lead change management efforts, including process enhancements and system upgrades, to drive continuous improvement and adaptation to evolving business needs.
• Innovation: Foster a culture of innovation within the team, encouraging creative problem-solving and the adoption of new technologies and methodologies.

7. Stakeholder Communication

• Executive Communication: Communicate effectively with senior executives and stakeholders, providing updates on key initiatives, performance metrics, and strategic recommendations.
• Client Relations: Build and maintain strong relationships with key clients, understanding their needs, and aligning team efforts to meet or exceed expectations.

Skills and Competencies

• Leadership: Demonstrated ability to lead, mentor, and develop high-performing teams.
• Strategic Thinking: Proven expertise in strategic planning and execution, with a focus on aligning operations with business goals.
• Operational Excellence: Strong background in managing complex operations and optimizing workflows.
• Analytical Skills: Advanced capabilities in data analysis and performance reporting.
• Communication: Exceptional skills in stakeholder engagement and influencing key decisions.

Job Role Overview

As a Team Lead at Tata Consultancy Services, I managed investment banking back-end support operations, ensuring accurate financial data processing and client transactions. My responsibilities included data analysis, reconciliation, tax reclamation, and team management, while leading operational improvements and client communication.

Key Responsibilities

• Data Analysis and Reconciliation: Analyzed and reconciled corporate action data, managed tax reclamation per Double Taxation Treaties, and ensured compliance with Straight Through Processing (STP) standards.
• Operational Management: Reconciled client transactions, configured reference data and financial instruments, and handled MT566-SWIFT message discrepancies.
• Client and Stakeholder Communication: Resolved queries from clients and stakeholders, and coordinated data with vendors like Telekurs, BBH, EuroClear, and Bloomberg.
• Transaction Processing: Oversaw corporate actions (calls, redemptions, dividends) and set up settlement instructions for clients and counter parties.
• Team Leadership: Prepared daily summaries, assigned tasks, monitored team performance, and conducted training sessions for new joiners.
• Reporting and Compliance: Created client reports, managed Risk and Control Self-Assessments (RCSA), and updated Standard Operating Procedures (SOPs).
• Additional Responsibilities: Participated in daily meetings, supported internal and external projects, and engaged in administrative and audit tasks.

Job Role Overview :

In my initial role as a Banking Operations Specialist, I was responsible for a range of key activities related to assessing and managing business working capital needs. My role involved the application of various analytical methods to evaluate financial positions and support client banking solutions.

Key Responsibilities:

• Assessment of Working Capital Needs: Conducted thorough assessments of businesses’ working capital requirements using methods such as Turnover Method, MPBF-II Method, CMA data analysis, financial ratios, and final accounts.
• Proposal Creation and Documentation: Developed detailed proposals and comprehensive documentation to facilitate the disbursement of cases, ensuring all necessary information was accurately presented.
• Business Position Analysis: Analyzed clients’ financial positions using various ratios to gain insights into their business performance and operational health.
• Client Assistance: Provided support to clients in addressing day-to-day banking issues, offering practical solutions and guidance to enhance their banking experience.
• Bank Statement Analysis: Studied clients’ bank statements to evaluate their banking positions and identify any discrepancies or areas for improvement.
• Industry Comparison: Compared clients’ business positions with industry benchmarks to measure growth and performance relative to industry standards.
• Financial Product Cross-Selling: Engaged in cross-selling financial products to existing clients, identifying opportunities to meet their additional financial needs.
• Monthly Tracking and Reporting: Monitored client business performance monthly through stock statements and annual credit reports (ACRs), tracking progress and making necessary adjustments.
• Portfolio Housekeeping: Maintained effective portfolio management by clearing pending items on a monthly basis, ensuring that all tasks were up-to-date and completed.
• Digital Banking Support: Assisted clients in transitioning to digital banking platforms by providing knowledge and support on various digital banking products and solutions.