Hi, I’m
Christle Passanha
Wealth Management Operations
Mumbai
Summary
A driven and committed Operations Analyst specializing in Wealth Management Operations at Jp Morgan Chase Bank with a proven track record of successfully building and nurturing strong client relationships through effective communication. Excellence in project management, particularly in areas such as Robotic Process Automation and Agile projects aimed at enhancing processes and cutting costs. Skilled in decision-making and collaborating with the team and stakeholders to reach objectives and address challenges. Possess strong analytical abilities enabling pinpoint issues and drive process enhancements, while a passion for learning and growth fuels and enables continuous development.
Overview
9
years of professional experience
5
years of post-secondary education
Accomplishments
- Identified and assessed the operational gap that resulted in process automation, achieving a reduction of four hours in daily workload.
- Worked together with a group of four individuals to create a solution that resulted in cost savings for Telstra by reducing the number of unsuccessful technician visits.
- Collaborated with the same team to implement agile methodology in order to streamline team operations.
- Demonstrated history of achieving top performance ratings throughout entire career.
- Due to my consistent high quality and month-on-month scorecard performance, I was promoted to Performance coach within a year.
- I have been honored with numerous accolades and acknowledgments from Tata Consultancy Services and JP Morgan for my contributions to the team during periods of high workload, guaranteeing 100% quality, overseeing process automation project management, and receiving the employee of the month award.
Work History
Jp Morgan Chase & Co
Operations Analyst, Wealth Management
5 2022 - Current
Job overview
- Oversight of three processes related to client reporting, specifically AHE and Master Trust, involved administration of shadow postings for client investments with JP Morgan to facilitate generation of consolidated statements. This included regular updating of monthly and quarterly market valuations for all client investments. Additionally, the role encompassed addressing cash and asset discrepancies by reconciling data between the custodian and JP Morgan. Furthermore, it entailed exclusive management of checkbook processing operations and implementation of process improvements aimed at reducing manual tasks and conserving full-time equivalent resources. Management of data feeds was also a critical responsibility, which involved incorporating client or employee trade activities into various vendor systems and subsequently transmitting data to employer or relevant parties for compliance verification.
- Oversaw and effectively automated he checkbook processing procedure by collaborating with Automation team, conducting thorough analyses, and offering valuable insights. This initiative included automation testing, which led to a decrease in manual effort by approximately four hours each day.
- Conducted routine control assessments to verify adherence to auditing, risk, and regulatory guidelines and criteria.
- Key Performance Indicators (KPIs) have been revised, resulting in a decrease in processing time for each activity. There has been prompt resolution of issues, demonstrating efficiency, and positive feedback has been received from various stakeholders, including vendor partners, onshore team, and senior management. Additionally, recognition as best employee for the quarter and best performer for the month was awarded due to effectively handling high volumes and managing queries and escalations.
- Collaborated with internal stakeholders to address and troubleshoot any issues that may arise during day-to-day operations.
- Assisted with additional Client Reporting tasks including: Testing, Quality and Control checks, ad hoc request, etc.
- I have updated, examined, and modified Standard Operating Procedures as necessary, and suggested enhancements to address potential risks and strengthen controls
Jp Morgan Chase & Co
Collections Specialist
07.2020 - 04.2022
Job overview
- Boosted overall collection efforts through building strong relationships with clients that fostered trust and open communication lines.
- Contributed to positive work environment by providing support, guidance, and expertise to junior team members as they navigated complex collections situations.
- Analyzed historical data trends to identify areas of improvement in future collection tactics, informing strategic decision-making processes.
- Maintained compliance with state and federal regulations during all collections activities, ensuring ethical business practices.
- Employed investigative methods to uncover underlying reasons for debtors' failure to make timely payments
- Conducted thorough research on accounts and carried out necessary procedures to address collection issues
- Collaborated with various stakeholders to offer valuable insights to management aimed at improving team productivity
- Promoted as performance coach role within one year due to consistently high-performance ratings, offered expertise on quality and specialist performance and producing timely performance reports
- Conducted audits and provided valuable information to senior management for decision-making purposes.
Tata Consultancy Services
Process Associate
11.2016 - 06.2020
Job overview
- Responsible for establishing broadband connections for clients and addressing various issues that arise in Telstra's operations.
- Received numerous accolades for exceptional quality on monthly and quarterly basis, consistently achieving top performance ratings year after year.
- Regularly provided timely performance reports to management, driving performance and exceeding quality standards.
- Actively contributed to cost-saving initiatives and process improvements as part of Pilot and Agile project teams.
- Actively participated in team meetings, offering valuable insights for process enhancements and professionally managing high volumes of work requests.
- Supported management in analyzing process performance data and identifying areas for improvement.
Datamatics Financial Services
Research Analyst
03.2015 - 02.2016
Job overview
- Employing different engines to conduct research on different companies Recording gathered information in Excel.
- Regularly verifying accuracy of information .
- Conducting quality checks on files as needed.
Skills
Microsoft Excel
Education
St. Andrews CollegeBandra Mumbai
Bachelor of Management Studies from International Finance
07.2013 - 05.2016
St. Andrews CollegeBandra Mumbai
HSC - Science
06.2010 - 05.2012
Timeline
Collections Specialist
Jp Morgan Chase & Co
07.2020 - 04.2022
Process Associate
Tata Consultancy Services
11.2016 - 06.2020
Research Analyst
Datamatics Financial Services
03.2015 - 02.2016
St. Andrews College
Bachelor of Management Studies from International Finance
07.2013 - 05.2016
St. Andrews College
HSC - Science
06.2010 - 05.2012
Operations Analyst, Wealth Management
Jp Morgan Chase & Co
5 2022 - Current
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