Javeria Siddique
Mumbai
Summary
Product focused professional with 12 years of experience in the finance sector specializing in MIS reporting, business operations & performance analytics.
Overview
16
16
years of professional experience
Work History
Manager - Portfolio Data Analyst
IDFC FIRST Bank
Mumbai
11.2025 - Current
- Managed end-to-end portfolio MIS reporting, ensuring timely and accurate delivery of monthly and weekly dashboards.
- Analyzed AUM, net sales, SIP flows, and segment-wise performance to provide actionable insights to senior management.
- Collaborated with Sales, Product, and Operations teams to resolve data discrepancies and improve reporting accuracy.
- Led portfolio reconciliation activities, ensuring closure within defined TAT for monthly financial reporting.
- Streamlined data validation and reconciliation processes, reducing discrepancies and improving data accuracy in monthly MIS.
Network Coordinator (Wealth Management)
STANDARD CHARTERED BANK
06.2022 - 10.2025
- Reporting to the Zonal Head, Wealth Management
- Preparing & Circulating various MIS related to monthly Business trackers, Daily Business MIS, DSR MIS & Reports, WS-IS Performance-Wise MIS.
- MIS reconciliation of ENS, AUM Mapping - WS Mapping, Portfolio review WS Mapping monthly basis.
- YTD MIS to be reviewed and discrepancies to be shared to Operations within TAT.
- Single point of contact between the frontline staff & the product team to resolve the queries within a stipulated time.
- Assist the Management team in analyzing, reviewing & measuring RM/other job families productivity.
- Coordination with Investment & Insurance team members for preparation of reports.
- Certificate of Achievement for Performance in 2024
- Awards of Excellence for Performance in Q1 2023
BUSINESS ANALYST (Wealth Management products)
DBS Bank
09.2019 - 06.2022
- Preparing & Circulating various MIS related to wealth products such as daily business reporting MIS, RM Wise Performance productivity MIS, Product-Mix MIS.
- Preparing the business review deck to identifying the key performers & business opportunities.
- Co-ordinating with the different fund houses for preparing the Net sales MIS across the investment products.
- Preparing the scorecard MIS for all the frontline staff to review their performance & help them to achieve the incentives goals.
- Defining & implementing induction training plan for all the newcomers in the team.
ASSOCIATE MANAGER, PERFORMANCE MANAGEMENT
STANDARD CHARTERED BANK
06.2014 - 11.2015
- Oversee, develop performance scorecards and monitor the Metrics Management System for assigned segment in line with group guidelines and country requirement.
- Pre-empt & highlight areas of concern and improvement in the scorecard process and calculate error free incentives for all job families linked to scorecards.
- Work closely with Business segments on KPI changes with respect to performance score card templates.
- Assist with qualitative inputs, presentation and generation of MIS on various other data requirements as requested by business from time to time and ensure that all relevant & pertinent dashboards/data for dashboards/data required by stakeholders and senior management is shared in a timely manner.
- Participate in all unit strategic and budgetary planning processes: implementing new formats of MIS according to the requirement of the unit.
- Ensure that timely receipt of data for scorecard/incentive generation and liaise with Data operations team and work on reducing the TATs for all job families in a manner suitable to business & MM team.
BUSINESS SUPPORT, Corporate Fixed Deposit
Standard Chartered Finance Ltd
03.2013 - 06.2014
- Preparing & Circulating various MIS related to Corporate Fixed Business MIS, Daily Business Tracker MIS, DSR MIS & Reports, RM Performance-Wise MIS, PIP Letter MIS.
- Providing data to prepare scorecard report of all CFD RM's to the respective team.
- Doing accruals monthly & reporting to finance.
- Assisting the SCB RM in resolving customer queries/complaints by coordinating with the respective issuer.
- Co-ordination with all the locations for MIS & also with the issuer for regular business activities.
- Reconciliation of MIS & accrual.
CUSTOMER SERVICE EXECUTIVE
Standard Chartered Securities (India) Ltd
03.2012 - 02.2013
- Outbound calling activity- daily around 50 to 60 calls made. Customers are being made aware about the product features in depth if any deviations arise the same has been updated to all the respective stakeholders for the corrective actions.
- Handling customer engagement process- daily sending around 10 different types of SMS's as well as 12 different types of mailers to customers.
- Handling customer queries/request/ complaints- Around 25 mails are being resolved on daily basis. Details root causes analysis done for every complaint. Apart from that coordinating with different units for resolving issues. All QRC are being resolved within stipulated TAT.
- Achieved the "Best Performer Certificate" in the month of June -2012.
- Achieved NSE - Cash and NISM Certification from National Stock Exchange in 2012.
CENTRAL COORDINATOR
Standard Chartered Securities (India) Ltd
02.2010 - 03.2012
- Regularly Maintaining the database records related to the KYC Project (Pan India) & always ensured that the proper maintenance of data storage done & with the proper back-up of data.
- Daily co-ordination with the branches & also with the other concerned departments to ensure that the customer account activation process resolved & if any loopholes raised against it try to complete it within a stipulated time.
- Ensuring that the accounts which have been de-activated are activated based on the proper documentation.
- All the audits, be it internal or external, the error rates are brought down to minimal.
- Always compliant with all the company's and regulators requirements for AML/KYC within the unit.
Education
POST GRADUATE DIPLOMA IN MANGEMENT - Human Resource Major, Marketing Minor
Rustomjee Business School
01-2010
BACHELOR OF COMMERCE -
University Of Mumbai
01-2008
Skills
- Stakeholder Management
- Strategic Planning & Reporting
- Advanced Excel & Data Management
- Business Intelligence & Dashboards
- Cross-Functional Coordination (Sales, Product, Ops)
Awards
- Certificate of Achievement for Performance, Standard Chartered Bank, 2024
- Awards of Excellence for Performance, Standard Chartered Bank, Q1 2023
Timeline
Manager - Portfolio Data Analyst
IDFC FIRST Bank
11.2025 - Current
Network Coordinator (Wealth Management)
STANDARD CHARTERED BANK
06.2022 - 10.2025
BUSINESS ANALYST (Wealth Management products)
DBS Bank
09.2019 - 06.2022
ASSOCIATE MANAGER, PERFORMANCE MANAGEMENT
STANDARD CHARTERED BANK
06.2014 - 11.2015
BUSINESS SUPPORT, Corporate Fixed Deposit
Standard Chartered Finance Ltd
03.2013 - 06.2014
CUSTOMER SERVICE EXECUTIVE
Standard Chartered Securities (India) Ltd
03.2012 - 02.2013
CENTRAL COORDINATOR
Standard Chartered Securities (India) Ltd
02.2010 - 03.2012
POST GRADUATE DIPLOMA IN MANGEMENT - Human Resource Major, Marketing Minor
Rustomjee Business School
BACHELOR OF COMMERCE -
University Of Mumbai