Belim Mujaheed
1103 3A Building, HM Royal Society, Kondhwa, Pune
Summary
Results-driven investment banking and custody operations professional with over 7 years of experience in enhancing client service and streamlining asset management processes. Achieved significant reductions in turnaround times while maintaining rigorous compliance with market regulations. Demonstrated expertise in risk management, alongside proficiency in data manipulation, statistical analysis, and data visualization to inform strategic business decisions.
Overview
8
8
years of professional experience
Work History
Account Manager- Service Director
Bank of new York Mellon (BNY)
Pune
03.2022 - Current
- Collaborated with Relationship Managers and the Service Director to develop, present, and analyze monthly KPIs, quarterly reports, and annual reports for high-profile clients, including BlackRock, Guggenheim, PGIM, and GSAM.
- Facilitated the client onboarding process and provided exceptional support to the Service Director in handling client inquiries.
- Maintained and managed strong relationships with clients, ensuring alignment with regulatory requirements and risk profiles through periodic Due Diligence/Know Your Customer reviews.
- Standardized reports to streamline processes, reduce manual work, and enhance presentation and quality.
- Evaluated and reviewed clients' Service Level Agreements (SLAs) and Service Level Descriptions (SLDs) to ensure they met clients' needs and expectations.
- Managed documentation updates and renewals in coordination with Relationship Managers and Service Directors.
- Prepared and delivered compelling presentations to clients, showcasing project progress and results.
- Developed and maintained regular reports to track key performance indicators (KPIs), and business metrics.
- Worked closely with cross-functional teams to understand data requirements, and deliver actionable insights.
- Improved data governance practices, ensuring compliance with regulatory standards, and internal policies.
- Created and maintained dashboards to monitor client performance metrics, enabling proactive issue resolution, and continuous improvement.
- Generated regular reports and visualizations for clients, ensuring they had access to up-to-date and relevant information.
- Incorporated client feedback into data analysis and visualization processes, ensuring that deliverables met or exceeded client expectations.
Senior Analyst
Northern Operating Services NOS
Pune
11.2019 - 03.2022
- Skilled in executing custody reconciliation processes across the NA region.
- Completed transition of TLM PLB in alignment with NA region requirements.
- Assisting in transitions and projects, which has given me more exposure to handling critical situations.
- Performing day-to-day reconciliation for client accounts in order to maintain the client books of record in balance.
- Identifying the root cause for outstanding exceptions and clearing the same by notifying the issue to the respective departments.
- Ensuring all the SLAs are met on time.
- Clearing all the outstanding breaks, such as corporate action, interest, dividend, and tax. Making sure that the outstanding breaks are not affecting the portfolio of the client. Having regular interaction between the investment managers.
- Raised process improvement ideas and automation to minimize the manual work around.
- Developed rules to streamline TLM processes, minimizing manual interventions.
- Guiding new partners on process-related issues and assisting them.
- To understand and be an expert themselves by taking ownership of doing BAU task.
- Working as a SME and been a lead point of contact for pre and post reconciliation activities.
- Researched and resolved complex reconciliation issues in a timely manner.
- Provided support during external audits, responding promptly to auditor inquiries regarding reconciliations.
- Developed new procedures and controls related to the reconciliation process.
Financial Analyst
Northern Operating Services NOS
Pune
03.2017 - 10.2019
- Working on different business areas, which involve setting up the investor in our records and further changing static data upon request.
- Working on different business areas, which involve setting up the investor in our records and further changing static data upon request.
- Completion of tasks within the expected deadlines, thus meeting all the SLAs, and ensuring high quality is maintained, as the role is exposed to direct financial and reputational risks to the firm.
- Extended help to new joiners in solving queries.
- Working on all critical clients, and delivering the highest level of accuracy.
- Consistently delivered high productivity, which has helped the team turn around high volumes.
- Identified potential issues related to AML and KYC compliance, in accordance with applicable laws and regulations.
Education
B.Com - Accounting And Finance
BAMU University
01.2016
H.S.C -
MAHARASTRA BOARD
01.2013
S.S.C -
MAHARASTRA BOARD
01.2011
Skills
- Variances Reporting
- MS office
- Time management
- Problem-solving abilities
- Management support
- Customer service
- Issue resolution
- Oral communication
- Customer interaction
- Customer relationship management (CRM)
- Attention to detail
- Work Planning and Prioritization
- Client engagement
- New hire training
- Event coordination
- Project reporting
- Customer satisfaction
- Client relationship building
- Power BI Knowledge
- SQL and databases
Accomplishments
- Appreciated by management on multiple occasions for due diligence towards work
- Been notified as an SME for migrating TLM PLB.
- Volunteered for Multiple events which has been organized at the Corporate & Team level
- Been awarded for successfully organization the family day even by the CEO of Pune
- Active member of ERT,Fun commute & Sports team
- Participated in Indoor Corporate Cricket Tournament from NOS
- Have been part of system development(MFTA 4.0 to MFTA5.0)
- Effectively communicated with Ireland partner to resolved "Fund promoter issue" - this helped entire team as this concept was newly introduced
- Certification in MS-CIT in 2010
- National Cadet Corps Certified in 2011-12
- Certification in Information Technology in 2011
- Participated as an Athlete in the 3rdNational Inter District Athletics Meet in 2005
Personal Information
- Date of Birth: 11/11/95
- Gender: Male
- Nationality: Indian
Languages
Hindi
First Language
English
Advanced (C1)
C1
Timeline
Account Manager- Service Director
Bank of new York Mellon (BNY)
03.2022 - Current
Senior Analyst
Northern Operating Services NOS
11.2019 - 03.2022
Financial Analyst
Northern Operating Services NOS
03.2017 - 10.2019
B.Com - Accounting And Finance
BAMU University
H.S.C -
MAHARASTRA BOARD
S.S.C -
MAHARASTRA BOARD
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