Christabel Sarah D'souza

• Working on pre-settlement process i.e. pre-matching of equity trades before the instructions are sent to the market.
• Comparing the trade economic and non-economic details with the counterparty as per incoming confirmation.
• Ensuring that all trades are pre-matched on VD-1 and any discrepancies are immediately highlighted to MO/FO for quick resolutions.
• Working on trade amendments and SSI correction.
• Working on risk trades and escalating them timely manner to Team leads/Manager/Oversight and Sales desk.
• Monitoring of daily workflow and also having controls to ensure all currency and market settlement deadlines are met.
• Emails/Client communication over call are responded to promptly.
• Provided training to several new joiners along with BAU.
• Handled extremely high volumes along with emerging trades and managed to deliver good quality of work.
• Maintaining established productivity levels as per SLA and prioritizing to meet all deadlines.
• Well versed with swift messages able to identify swift confirmation.
• Managing communications with various stakeholders within & outside the bank to get quick resolutions in order to get the trades matched.
• Ensuring priority matrix is followed diligently and risk is covered; viz. Buy-Ins, Record date items, High value, No-Fail clients, Aged fails.

Achievements

• Won Encore award for Core value champion for Q1 FY21, Q2 & Q3 FY22 and for Client value creation in FY23.
• Automated the pre-matching process to reduce manual intervention.

• Advisory services for financial planning and wealth creation
• Develop and strengthen relationships with Individual Financial Advisors (IFA's), National/Regional Distributors and Banks to promote HDFC Mutual Fund's schemes
• Share knowledge and train channel partners/investors by making effective presentations on financial planning and products
• Connect with and activate dormant channel partners
• Ensure customer service & compliance standards are upheld
• MIS and reporting.