GANGADHAR S
Bengaluru
Summary
Professional successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts.
Overview
4
4
years of professional experience
Work History
Senior Analyst
Northern Trust
Bengaluru
01.2022 - Current
- Performing audit of investment portfolios for trusted clients on monthly, quarterly and annual basis
- Identifying and providing effective solutions on clients financial and accounting issues
- Successfully transitioned multiple clients from different banks to Northern Trust as part of transition team
- Actively collaborated with client managers and partner areas in auditing client reports, fostering strong working relationship
- Served as primary point of contact on client queries and ensured client satisfaction
- Managed end to end production, timely delivery of reports to clients and consistently meeting designated deadlines
Claims Associate
Legato technologies LLP
Bengaluru
10.2020 - 01.2022
- Investigated potential fraudulent activities by reviewing claimant's past history of submissions, verifying identity, and obtaining additional evidence when necessary
- Worked closely with external vendors such as third party administrators during resolution process for certain types of claims
- Assessed claims to determine validity and appropriateness of coverage according to policy guidelines
Education
Bachelor of Commerce - Finance
CMR Institute of Management Studies
Bengaluru08.2021
Certified Investment Banking Operations Professional - Investments And Securities
IMARTICUS Learning
Bengaluru08.2021
Pre-University College - Accounts, Business, Statistics
Sri Bhagawan Mahaveer Jain College
Bengaluru04.2017
Skills
- Performance monitoring
- Client management
- Financial Accounting
- Client Relationship Management
- Business Development
- Bookkeeping
- Analytical Thinking
Languages
English
Advanced
C1
Telugu
Upper Intermediate
B2
Kannada
Proficient
C2
Hindi
Upper Intermediate
B2
Timeline
Senior Analyst
Northern Trust
01.2022 - Current
Claims Associate
Legato technologies LLP
10.2020 - 01.2022
Bachelor of Commerce - Finance
CMR Institute of Management Studies
Certified Investment Banking Operations Professional - Investments And Securities
IMARTICUS Learning
Pre-University College - Accounts, Business, Statistics
Sri Bhagawan Mahaveer Jain College