Anushka Shukla

• Managed the end-to-end Agreement Management process (give-up agreement), collaborating with counterparties, uploading agreements, and performing thorough verification to ensure data accuracy and compliance.
• Initiated and executed new and existing agreements, obtaining required approvals from counterparties and validating all three key sections: Legal, Rates, and Accounts prior to execution.
• Investigated and resolved trade breaks, i.e., DINER exceptions, through the daily force figuration process, ensuring timely and accurate trade reconciliation and settlements.
• Prepare and deliver weekly Key Risk Indicator (KRI) reports, and monthly Objective and Key Results (OKR) summaries for presentation to senior business management.
• Prepare and maintain ZRE exception files, assess and prioritize critical trade breaks, and allocate high-priority items to team members for resolution.
• Oversee daily email queue distribution across three global regions (EMEA, APAC, and AMERICAS), ensuring timely assignment to respective owners for efficient workflow management.
• Handled pending account creation, proactively resolving issues by coordinating with relevant clearing brokers and sales teams to ensure account activation, and correct inclusion in agreements.
• Maintained clear communication with internal stakeholders, including the Sales team, brokerage team, E-Rate digitization team, C & A team, etc. To streamline agreement processing and minimize delays.
• Acted as a central point of contact between external counterparties and internal stakeholders, resolving escalations, and facilitating smooth agreement onboarding.

• Managed the Give-Up Agreement process, collaborating with counterparties, uploading, and verifying details in the GUA.
• Streamlined rate setup in BNPs. System, reducing settlement turnaround time through root cause analysis, and multilateral discussions.
• Oversaw static data setup and conducted bi-weekly controls to proactively identify and resolve potential issues.
• Onboarded brokers' invoices, and successfully resolved over 10,000 process errors.
• Conducted daily trade and execution fees reconciliation, resolving discrepancies and ensuring timely settlements with counterparties and internal teams.
• Ensured accurate payment instructions, verified accruals, and updated SSI details to ensure smooth fund transfers.
• Managed global settlements for outstanding trades, resolved broker queries, and drafted Mutual Release Agreements.
• Led the successful migration of processes from Paris and Lisbon to India, completing it within 2 months without disruptions.
• Settled 80% of arrears for top clients within four months post-migration.
• Achieved an all-time high payment of 1.2 million euros in a single month, setting a performance benchmark.
• Accomplished improvement in the process for Trade Rate Verification and Tracking:

Led a process improvement project to resolve traceability issues in trade rate corrections, collaborating with a business analyst to automate daily reports., Implemented a system to capture user IDs and trade details, reducing errors, enhancing accountability, and significantly improving turnaround time while minimizing escalation risks.

• Achieved integration of Trade Execution Method:

Spearheaded a process improvement project to resolve fee discrepancies caused by missing execution method data., Collaborated with stakeholders to automate the tagging of execution methods (WDesk or YElectronic) for each trade, ensuring alignment between broker rates and internal systems. This improved fee accuracy, reduced manual interventions, and streamlined the settlement process, boosting operational efficiency

• Engaged in B2B and B2C sales of financial securities products and services.
• Gained in-depth knowledge of financial markets, compliance, and risk management.
• Produced comprehensive research reports using technical and fundamental analysis.

• Conducted participative roadshows to educate women about their rights, and promote women's empowerment.
• Organized engaging quizzes to raise awareness and foster sensitivity around women's empowerment.