Aseema Patra

• Managed day-to-day operations within the Credit Middle Office, facilitating smooth trade executions. Also Ensuring the accurate dispatch of trades to downstream systems for trade lifecycle completion.
• Supporting the trading desk and sales team to efficiently book trades.
• Provide service to client on Novation, Termination and Trade execution processes.
• Streamlined (Trade reconciliation processes, Increased STP matching rates for clearing trades, Reporting Dashboards) that helped reducing errors and improved communication efficiency.

• Managed interactions with clients regarding credit derivative deals traded and settlement processes.
• Investigate and resolve discrepancies or issues related to credit settlements, working closely with internal teams and external counterparties as needed.
• Prepare and distribute reports on credit settlement activities, including settlement volume, outstanding balances, and aging analysis.
• Led an automation initiative that cut processing times by 30%, Enhanced client satisfaction through improved deal communication procedures.

• Facilitated the onboarding of clients, ensuring regulatory compliance and seamless service provision.
• Coordinated client onboarding for futures and derivative services.
• Collaborated with internal teams (Risk & Credit, Legal, Client assets and Collateral, Client services, AML, Account opening) for client facilitation.
• Spearheaded a workflow enhancement project for Brexit outreach, resulting in a 10% increase in operational efficiency.
• Developed a smart task tool for existing systems, enhancing overall onboarding workflow.

• Managed key external banking relationships.
• Facilitated client-specific account setups with external banks for trading on various exchanges.
• Recognized for outstanding collaboration with external banks, ensuring swift client account setups.

• Conduct through credit assessment of corporate entities, including financial statement analysis, industry research, and evaluation of credit risk factors.
• Monitor credit quality and performance of assigned portfolios, identifying potential risks and opportunities for optimization.
• Perform due diligence on potential investment opportunities, assessing creditworthiness and financial stability of issuers.
• Played a key role in the development of a client credibility assessment model that aided investment decisions.

Led a comprehensive analysis project to evaluate product success and market expansion opportunities.

• Conduct an efficiency analysis of the application within small sector enterprises.
• Explored new market opportunities through SWOT analysis.
• Resolved customer issues with Tally software and provided onsite service.
• Successfully identified strategic market entry points, resulting in the expansion of the products user base.
• Enhanced customer service protocols, leading to a notable reduction in issue resolution time.