Dhanraj B Ail

I was on a team that had 4 different lines of business (Security Masters, Advisory services Trade Support, Knowledge Management, & Data Loss Prevention). I understand the process of FI Securities amendments (Price, Name, Trade Date/Settlement Date, etc.) As requested, we make changes in securities, content management of client websites using SharePoint, data loss prevention team, custody operations with an understanding of Equities, Debt instruments, trading, Clearing, and settlements. My responsibility included

• Planned and led team meetings to review business results and communicate new and ongoing priorities.
• Assigned and monitored daily tasks for team members.
• Organized team meetings to discuss progress and challenges.
• Conducted root causes analysis to develop corrective action plans.
• Analyzed business performance data and forecasted business results for upper management.
• Communicated regularly with customers to gain insights into their needs.
• Collaborated with management on developing strategic plans for achieving business goals.

• Been part of the Cost Basis Operations team Performed various Inbound and Outbound transactions from one firm to another.
• Securities setup as per the client's request we set up the securities on the request received from the different clients via email and Jira
• Securities amendments (Price, Name, Trade Date/Settlement Date, etc) As per request we make changes to securities, T+1 Cash flow initiation according to respective client or counterparty
• Ensure all the standard settlement instructions are correct by reaching out to the broker and custodian. Amend, cancel, and rebook the trades as per client requirements
• Worked on XML & HTML-related applications to update the content on the client web pages
• Managing the migration of the process by communicating with the client and delivering the updates to the entire team regularly.
• Have been a part of a training program and trained 7 to 8 batches across locations

• Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning, and bookkeeping
• Maintaining a positive, empathetic, and professional attitude toward customers at all times
• Communicating and coordinating with colleagues as necessary
• Ensure customer satisfaction and provide professional customer support

• Troubleshoot customer inquiries related to web hosting and the products using C-panel
• Resolving all the minor issues and escalating if necessary to admin level 2.
• Demonstrated advanced product knowledge to solve customer issues.
• Provided training and guidance to junior staff members as needed.