CHINCHU BALAKRISHNAN

• Detailed verification of travelling expenses of employees (client) with all applicable criteria and taking adequate steps for reimbursement and ensuring superior customer service and assistance to clients.
• Handling a bunch of stuff related to employee travel reimbursements (FTE - Foreign Travel and Local Travel), salary processing, tax deductions, and payroll for onsite employees through ITAP application.
• Handling advances, reloads, and payroll for onsite employees.
• Preparation and analysis of various client reports.
• On-hand experience with SAP ERP tool, ITAP Tool and Right Now application (Oracle Service Cloud).
• Subject Matter Expert on reporting deliverables and establishing efficient workflow processes to monitor team productivity.
• Attend operational meetings and escalation calls with clients and implement appropriate options for resolution in a timely manner.
• Supervised team members in the absence of the Team lead and Manager, with proven ability to mentor, manage and motivate team members to achieve organizational goals & objectives.
• Manage 5 to 6-man sub-teams and provide constructive peer feedback and training as appropriate.
• Assisted Team leader in various reports and plans, conduct internal audits and is responsible for daily, weekly, and monthly reporting to the management as per the requirement.
• Responsible for dashboard creation for client billing.
• Transition management for Syntel entities.
• Has been a part of SAP regression testing and submitted multiple project ideas for process improvement.
• Lead people engagement program and internal welfare activities.

Highlights:

• DS project completion
• Received client appreciation.

• Monitor daily operations to ensure a free flow process, and also supervise the execution of daily task.
• Assist in developing or updating standard operating procedures for all business operational activities.
• Coordinating and providing mid office services to franchisees.
• Documentation for account opening, KYC updating and AP processing.
• Training and developing franchisees in account opening usage of BASS, BOSS, ONEVIEW and CRM software's.
• Updating queries in CRM and escalating the major queries to higher level and finding solution.
• Maintain accurate and clear documentation for operational procedures and activities.
• Works closely with management team to ensure all operational, administrative, and compliance functions within the firm are being properly executed in accordance to regulatory-based best practices.
• Ensure policies and procedures of the company are followed correctly to avoid risks; and also ensure that the credibility of the company is upheld by enforcing professional standard of operating in staff members.
• Strong customer focus with a sense an ownership in resolving issue escalations timely and accurately.
• Provide advice to members of Franchisees, including the initiation and development of financial aspects of transactions.
• Check all transactions and ensure relevant authorized signatures are provided.
• Heavy interaction with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.
• Communicate all operating policies and/or issues at department meetings.
• Create and maintain internal documentation and end-user training materials as needed.
• Maintain accurate records to support the audit trail for assigned finance activates.
• Provide required information to support both internal and external auditors.
• Maintain safe and healthy work environment by establishing, following and enforcing standards and procedures; complying with legal regulations.

• Assisted customers in making profitable and safe investments.
• Researched market to identify current and potential trends establishing risk mitigation and profit margin.
• Generated leads through various media channels.
• Verified authenticity of all documents submitted by customers.
• Educated customers about trades risk and suitable investment prospects.
• Promoted sold stock brokering services and products to new and existing clients.
• Provided clients and management with updated and relevant information regarding stock market analytics for sound decision making.
• Managed client and company portfolios specializing in HNI customers.
• Make changes to customer accounts; including name, address and investment objectives.
• Establish bank-lines for customers to quickly facilitate EFTs and wires.
• Complete special projects and tasks as assigned by Manager or Senior Leaders.

• Designing hiring plans for all departments based on seasonal needs.
• Managing compensation and benefits plans.
• Overseeing employee attendance and working schedules, including paid time off, overtime and breaks.

• Conducting training for students as well as for student officers and representatives.
• Strengthening relationship between the educational institute and its supporters.
• Supporting student development opportunities advancements.
• Preparing budgets for the student development programs.
• Commitment to improving and enhancing the student experience.