A strategic planner with proficiency in streamlining business processes, defining continuous improvement processes, accelerating employees' strengths and building powerful teams that can conquer any obstacles.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Team Leader
Bank of America
Gurugram
07.2025 - Current
Lead and manage a team responsible for the timely and accurate settlement of securities trades across multiple international markets, including the Philippines, Thailand, Malaysia, Australia, and New Zealand.
Coordinate and prioritize tasks to ensure adherence to business cut-off times and value dates, optimizing team performance and efficiency.
Oversee the operations involving live trades, ensuring all transactions are settled within the specified timelines to avoid any financial discrepancies or penalties.
Implement and monitor processes to ensure compliance with regulatory requirements and internal policies, maintaining high standards of operational integrity.
Serve as the primary point of contact for clients, addressing inquiries and resolving issues related to trade settlements promptly and professionally.
Foster strong client relationships through regular communication, ensuring client satisfaction and retention.
Leverage in-depth knowledge of settlement practices and regulatory environments in key markets such as the Philippines, Thailand, Malaysia, Australia, and New Zealand.
Adapt settlement procedures to meet the unique requirements of each market, ensuring seamless operations and compliance with local regulations.
Identify and mitigate potential risks in the settlement process, implementing proactive measures to prevent trade failures and financial losses.
Lead the investigation and resolution of settlement issues, coordinating with internal and external stakeholders to ensure swift and effective problem resolution.
Drive continuous improvement initiatives within the team, streamlining processes and adopting best practices to enhance operational efficiency.
Utilize data analytics and performance metrics to identify areas for improvement and implement targeted solutions to optimize settlement operations.
Mentor and train team members, fostering a collaborative and supportive work environment that encourages professional growth and development.
Conduct regular performance reviews, providing constructive feedback and setting clear goals to enhance team productivity and job satisfaction.
Trained new team members on banking procedures and compliance standards.
Delegated daily tasks to team members to optimize group productivity.
Completed daily quality assurance duties to provide feedback for improvements.
Quality Auditor
Aegis
Noida
07.2018 - 04.2020
Conduct audits, provide feedback, and train advisers per company standards.
Ensure compliance with organizational regulations.
Manage team responsibilities and identify process gaps.
Continuously improve quality metrics set by clients.
Oversee transaction monitoring, call listing, and periodic call calibration.
Monitor and analyze feedback efficiency weekly and monthly to identify error patterns.
Ensure customer service interactions align with business interests.
Aegis is a global outsourcing and technology service company committed to impacting clients' business outcomes by focusing on enhancing customer experience across all touch points and channels.
Customer Care Executive
Aegis
Noida
07.2018 - 09.2019
Worked as team member in Operations support function at zonal level according to the strategic goals of e kart logistics with systematic measurement of quality metrics by various companywide initiatives through appropriate framework.
Advise new Flipkart merchants on competitive pricing, optimization of products and education on Flipkart rules.
Education
BA -
Delhi University
CBSE -
Skills
Risk Management
Data Analysis
Client Relationship Management
Trading System proficiency
Certification
Overall Performance Award (Quarterly), 09/2018 - 12/2018