Bhushan Kulkarni

• Working as Associate process manager (Team Leader)
• Handling 9 members on team
• Settled both settlement and middle office recon projects
• Reconciling daily on Derivate's and FX products
• Presenting WBR & MBR decks with client on monthly and weekly basis
• Assist in supervising production . Provide guidance, assistance and training to teams . Assist in determining daily work flow
• Having Weekly call with Sr management, discussing on weekly update
• Handling error and escalation calls
• Produce timely responses to our stakeholders’ inquiries received through emails
• Assist the Outlet Manager or Assistant Manager to develop and update F&B knowledge of all colleagues on a regular basis
• Keep team happy and motivated
• Assist with developing standards for workplace organization
• Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.

Constant and regular review of processes and performance with focus on improving team competency / performance rating

• Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.

• · Reconciling portfolios of OTC derivative
• · Providing support functions globally for client facing teams clearing the exceptions.
• · Supporting clearing activates for top day and T+1 exceptions
• · Monitoring of complete execution of trades and confirm feed to downstream systems
• · Also, usage of SWIFTs like MT202/MT210 for wire posting and MT299 / MT292 for trade cancellation and Wire Posting
• · Rendering assistance to the team as a Subject Matter Expert for gaining a profound understanding of the entire process
• · Identified and resolved process issues to encourage smoother procedures, more efficient workflow and overall business growth
• · Having Team handling experience
• · Review the reconciliations completed by Analysts to make sure all the basic checks and investigations are done properly before sign off
• On-board new client for the OTC reconciliation and request their counterparties to map the required OTC funds from their end to start reconciling OTC Derivatives products between client and counter parties
• Developed and maintained database of financial records for clients.

• · Cash & Asset Recon between custody and accounting
• · Working with Global Fund accounting support
• · Worked on Fund of Funds, on Various clients.
• · Having weekly Call with Valuation and Interacting on the issues
• · Completed my all-given tasks in timely manner and accurately.
• · Working on Audit Query and providing the backup to Auditor as per the requirement
• · Assigned tasks, reviewed performance and devised improvement plans or corrections.
• Trained and supported new team members, maintaining culture of collaboration.

• · Process accruals all type of funds on day-to-day basis.
• · Worked in Fund Accounting (AIS)
• · Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
• · Handlings the operations on mutual funds process for STATE STREET Syntel Sourcing Pvt Ltd.
• · Understanding and coordinating the needs and meetings the deadlines without compromising quality and norms.
• Answering the Income change /Nav alerts on (E- horizon)
• Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.