Learning & Development Consultant MBA finance with 9 years of experience in Learning & Development, International Banking Operations, Securities Market /OTC Market Processes & Products.
Identifying business needs and designs general training programs for the stakeholders.
Conducting and facilitating training programs for Investment Operations Outsourcing business unit groups along with the New Hire curriculum across geographic locations.
Analyzing course evaluations to determine effectiveness of training sessions and to recommend/implement improvements.
Consulting with management regarding the design and production of work situations requiring new training programs and providing ongoing support.
Support the training curriculum through delivering product, process & application training to business partners
To develop project plans including identification of subject matter experts where appropriate.
Ability to serve as a key subject matter expert and mentor to other more junior level employees.
More technically sound in area of expertise and broader knowledge of other areas.
Training new hires on different capital market products and OTC derivatives
Training need analysis, content development and delivery as and when required.
Tracking and conducting various Service line training considering the changes in various process SOPs and determining competency across levels.
Driving Knowledge Management and HR initiatives for Financial Services Vertical
Working closely with clients, operations and quality teams in delivery of pre and post transition services (New projects / new processes)
To maintain SOPs, checklists and other process documents of Operations team
Content creation and updation of the e-learning platform.
Demonstrated Expertise in:
· Process Improvements
· Capital Markets Knowledge
· Financial Services
· Knowledge Management
· Client Service/Satisfaction
· Training and Development
· Migrated a process (training) for the company from Oklahoma, USA (Direct Energy)
· Working on the Utilities domain with one of the biggest electricity retailer in the US.
· Managing and training team members on the process and establishing it at the India Office.
· Monitoring daily work flow and adherence to the SLAs.
· Spearheaded in examining Funds Transfer and Swift Operations related cases & its timely closure.
· Reconciling of nostro, vostro accounts for outstanding items and eliminating the chances of Opportunity loss to the Bank.
· Supporting payments operations, transaction banking for the funds to be applied to the correct accounts and their reconciliations.
· Authorizing and Verifying payments for Quality and correctness, as well as on time execution avoiding delaysleading to value date difference or any loss to the Bank.
· Investigating International Payments based on SWIFT with variety of case types, which includes Bank-to-Bank Payments, Client-to-Client Payments and inquiries concerning compliance, OFAC/FATF.
· Providing complete write ups to the concerned team for calculations of damages incurred or to be claimed.
· Work Place work outs initiated and successfully completed for customer delight and process improvements.
Marital Status : Married
Passport : F3128571/US Visa