DIVESH GAIKWAD

• Team Management: Lead, mentor, and develop a team of insurance professionals, fostering a collaborative and high-performance culture.
  Conduct regular performance evaluations and provide constructive feedback to team members.
  
• Process Oversight: Monitor and manage day-to-day insurance operations, ensuring adherence to established processes and policies.
  Identify inefficiencies in workflows and implement process improvements to enhance operational effectiveness.
  
• Training and Development: Develop and deliver training programs for new and existing team members to ensure they are equipped with necessary skills and knowledge.
  Stay updated on industry trends and changes, providing ongoing education to the team.
  
• Quality Assurance: Ensure the accuracy and compliance of insurance documentation and processes.
  Implement quality control measures to maintain high standards of service delivery.
  
• Problem Solving: Address and resolve operational issues that arise within the team or processes promptly.
  Facilitate discussions to identify root causes and develop strategies to prevent recurrence.

• Skills: Strong leadership and interpersonal skills.
  Excellent communication and conflict-resolution abilities.
  Proficient in data analysis and process mapping tools.
  

• A proactive and adaptable mindset, with the ability to thrive in a fast-paced environment.
• Strong organizational skills and attention to detail.
• A commitment to continuous improvement and professional development.
  

To Provide Investor Services to the Investor by Setting up a new investor account in
a fund as per the instruction received (Hedge Fund)
• To book subscription and redemption, transfer trade as per the instruction received
via email and in application.
•To make International Payment from the banking portal by verifying BIC and SWIFT
• To draft communication to the Client and Investor and FATCA team regarding the
document which are not received and are not verified for the following request to
proceed with.
• To upload the wire details for the investor
• To upload and verify W-8 and W-9 tax form, Investment Affidavit, AAA and CRS
certificate as per instruction received.

•To prepare and save daily and monthly activity reports/statement for the funds in
the respective path as per the instruction.
•To resolve investor query and internal query in drafts.
• To organize daily huddles for the team.
•To Prepare EOD reports for the team.
• To monitor the unassigned queue and claim the task and complete it within the
given Service Level Agreement
• To have worked in My view and ISS application.

To provide fund administration service to clients covering the range of services
from analyzing the instruction and assisting in setting up account for the investor to
placing dealing instructions, which includes subscription, redemption, switches and
transfer of units
• Investing and resolving inquires and exceptions.
• Processing trade corrections and cancellations.
• Processing account maintenance and opening new accounts.
• Reviewing daily reports, performing trend analysis, and making recommendation
managers. Understanding, Implementing and then complying with CASS regulation in
processing /settling the payments.
• Analyze and calculate the creation/liquidation figures for T+1 and T+2 funds.
•Drafting email and chase investor for outstanding deals amount if funds are not
received.
• Making International payment in different currencies as per the business
requirement.To provide fund administration service to clients covering the range of services from analyzing the instruction and assisting in setting up account for the investor to placing dealing instructions, which includes subscription, redemption, switches and transfer of units

• To provide technical support and assist to the clients regarding the broadband and
television issues via emails and chat and provide resolution.
• Update account information and upgraded additional services in timely manner.
• To handle client calls and take daily huddles.
• To maintain the Average handling time of the team and train the new jonnie.
• To have experience in both Voice and Back office department