Hi, I’m
Balarama Krishnam Raju Datla
Hyderabad
Summary
Dedicated professional with a solid foundation in compliance and internal controls. Known for effectively managing client relationships and resolving inquiries, ensuring regulatory compliance and enhancing operational efficiency.
Overview
5
years of professional experience
1
Certification
Work History
StateStreet Corporate Services
Senior Associate
03.2022 - Current
Job overview
- Oversaw daily fund operations, maintaining compliance and ensuring accuracy in accounting processes.
- Executed detailed cash break investigations, identifying root causes and implementing corrective actions.
- Coordinated with Custody, Bank Loans, and Client Service teams to ensure timely cash settlements.
- Managed client relationships by addressing inquiries and resolving issues promptly.
- Conducted operational checks and reconciliations, adhering to regulatory and audit standards.
- Managed Schedule-D reporting requirements, ensuring compliance with client mandates.
- Maintained communication with clients to resolve reconciliation issues.
- Collaborated with counterparties to expedite break resolutions and secure documentation for audits.
ICICI Bank
Relationship Manager
05.2020 - 07.2021
Job overview
- Evaluated client financials and conducted eligibility assessments per internal credit compliance standards.
- Managed comprehensive loan processes, ensuring adherence to regulatory documentation and KYC norms.
- Collaborated with legal, technical, and underwriting teams to maintain compliance throughout loan approval lifecycle.
- Coordinated with internal teams to streamline service delivery processes.
- Streamlined loan initiation-to-disbursement workflow, enhancing operational efficiency.
- Increase in product penetration through compliant cross-selling of financial products.
- Resolved client inquiries swiftly while ensuring transparent communication aligned with compliance policies.
Mentes KapitalBangalore
Intern
06.2018 - 08.2018
Job overview
- Onboarded new equity clients by reaching out to them frequently and explaining all the plans and go through with all the process involved
- Analyzed client portfolios to support investment advisory operations and recommend suitable instruments.
- Created structured investment plans aligned with client risk profiles and regulatory standards.
- Maintained accuracy and clarity in all communications to uphold compliance and client satisfaction.
Education
ICFAI Business SchoolBangalore
MBA/PGDM
03-2019
Andhra University
B.Com
05-2017
Skills
- Compliance and risk management
- Operational compliance
- Internal controls
- Incident investigation
- Policy adherence
- Documentation and SOP creation
Total Work Experience
4 Years 7 Months
Certification
Certified investment banking professional -CIBOP
Accomplishments
Star of the month for exceptional work in closing books
Timeline
Senior Associate
StateStreet Corporate Services
03.2022 - Current
Relationship Manager
ICICI Bank
05.2020 - 07.2021
Intern
Mentes Kapital
06.2018 - 08.2018
ICFAI Business School
MBA/PGDM
Andhra University
B.Com