Bharath Chakka
Hyderabad
Summary
Accomplished Executive Director with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
24
24
years of professional experience
Work History
Executive Director
J.P. Morgan Services India Pvt. Ltd.
02.2024 - Current
- Managing a team of professionals responsible for Alternative fund accounting and Transfer agency operations.
- Worked closely with organizational leadership to increase the profitability of the business.
- Identified opportunities to improve business process flows and productivity.
- Gave the team a structure to effectively manage operational delivery with resiliency.
- Guided staff through periods of organizational change, maintaining morale and engagement during transitions.
Vice President
State Street Corporate Services Mumbai Pvt. Ltd.
05.2017 - 02.2024
- Managing accounting teams for Insurance portfolios, Mutual funds, Pension funds , ETF funds with an AUA of $ ~2 T.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Consistently delivered 10% efficiency saves every year through strategic and tactical projects.
- Identified opportunities to improve business process flows and productivity.
- Established performance goals for department and provided methods for reaching milestones.
Vice President
J.P. Morgan Services India Pvt. Ltd.
06.2012 - 05.2017
- Instrumental in building Private Equity Fund Accounting team
- Built training modules for new joiners and AI Academy
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Led development of tactical operational plans to increase efficiency and productivity.
- Been a trainer on Emotional Intelligence
Associate Director
Butterfield Fulcrum
10.2009 - 06.2012
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Trained new employees on accounting principles and company procedures.
Team Manager
Cognizant Technology Solutions Pvt. Ltd
04.2007 - 10.2009
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Collaborated with internal teams and customer representatives to determine work migration requirements prior to accepting projects.
Sr. Analyst
Lehman Brothers India Services Pvt. Ltd.
05.2006 - 04.2007
Associate Manager
GlobeOp Financial Services
06.2004 - 04.2006
Articled Clerk
Natvarlal Vepari& Co.,
09.2000 - 09.2003
Education
ACA
ICAI
MumbaiM. Com.
Mumbai University
MumbaiSkills
Fund Accounting
General Management
Strategic Planning
Staff Management
Relationship building and retention
Performance metrics analysis
Policy and procedure development
Program oversight
Financial Management
Timeline
Executive Director
J.P. Morgan Services India Pvt. Ltd.
02.2024 - Current
Vice President
State Street Corporate Services Mumbai Pvt. Ltd.
05.2017 - 02.2024
Vice President
J.P. Morgan Services India Pvt. Ltd.
06.2012 - 05.2017
Associate Director
Butterfield Fulcrum
10.2009 - 06.2012
Team Manager
Cognizant Technology Solutions Pvt. Ltd
04.2007 - 10.2009
Sr. Analyst
Lehman Brothers India Services Pvt. Ltd.
05.2006 - 04.2007
Associate Manager
GlobeOp Financial Services
06.2004 - 04.2006
Articled Clerk
Natvarlal Vepari& Co.,
09.2000 - 09.2003
ACA
ICAI
M. Com.
Mumbai University
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