Harish Bajaj
Hyderabad
Summary
Dynamic Senior Process Associate with a strong background in financial reconciliation and team leadership. Skilled in enhancing operational workflows and mentoring peers, consistently driving improvements that lead to cost reduction and increased team performance.
Overview
6
6
years of professional experience
2018
2018
years of post-secondary education
1
1
Certification
Work History
Senior Process Associate
Cognizant Pvt Ltd
Hyderabad
09.2024 - Current
- Roles & Responsibilities:
- Knowledge of Actual/Actual, Schedule/Actual, Schedule/Schedule
- Preparing P&I Bank Reconciliations for US investor accounts and variances identified are analyzed, escalated and resolved as per PLS driven guidelines.
- End-to-end reconciliation of bank accounts, ensuring accuracy and compliance
- Managed onshore and offshore aging statements and reviews
- Clearing account statements
- Cleared pending reconciliations and conducted internal quality checks for all accounts
- Mentored junior associates on best practices and standard operating procedures
- Developed training materials, including SOPs and process mapping, for effective onboarding
- Tracking and monitoring monthly investment activity
- Strong knowledge and proficiency with investor accounting principles and concepts, including debits and credits, cash flow requirements, bank reconciliations, etc
- Preparing monthly close reports &variance analysis of various investors to ensure the number are materially accurate
- Analysing and resolving the issues/concerns related to the internal team members
- Handling large Databases on daily basis.
- Interaction with clients on regular basis for process improvement
- Present we are working on Automation Reconciliation Process for clearing the Outages by Using Sunrise Recon application.
- This Application Provides a user-friendly dashboard that shows the status of reconciliations and other account information
- Completing tasks accurately with in deadline
Process Assistant
A P Mahesh Co-opt Urban Bank Ltd
Hyderabad
11.2019 - 04.2024
- Assisted in processing customer transactions and maintaining accurate financial records.
- Collaborated with team members to ensure efficient branch operations and service delivery.
- Managed customer inquiries and provided timely, effective solutions to enhance satisfaction.
- Supported compliance efforts by maintaining updated knowledge of banking regulations and policies.
- Facilitated communication between departments to improve workflow and operational efficiency.
- Participated in training new staff on bank procedures and customer service standards.
- Conducted regular audits of documents to ensure accuracy and adherence to company protocols.
- Organized branch events to promote community engagement and strengthen customer relationships.
- Provided support to team members in resolving process-related issues.
- Identified areas for improvement and recommended solutions to optimize processes.
- Maintained up-to-date documentation of processes including workflows, procedures, guidelines.
- Facilitated training sessions for staff on how to use newly implemented processes effectively.
- Prepared reports summarizing process performance, progress, and recommendations for optimization.
- Handled incoming calls and directed callers to appropriate department or employee.
Education
Bachelor of Commerce - Commerce
St. Francis Degree College
Hyderabad 12.2015 - 08.2018
MEC - Commerce
St. Mary’s Junior College
Hyderabad 07.2013 - 06.2015
Sri Sai Grammar High School
Hyderabad Skills
- Ms word, Excel and Office
- Tally ERP9
- Quick Learner
- Ability to work under pressure
- Time management
- Self motivated
Languages
English
First Language
Hindi
Proficient (C2)
C2
Telugu
Advanced (C1)
C1
Marwadi
Proficient (C2)
C2
Certification
- Awarded as best singer in under 19 singing competition held at Ravindra Bharat in 2018.
- Awarded as “Player of the Match” in cricket tournament held by St Francis Xavier Degree College for 2 consecutive years.
- Certified for Gymnastic competition held in Victory Playground and L.B Stadium.
Affiliations
- Playing musical instruments
- Singing
- Playing cricket
Additional Information
- Father name: Anil Bajaj
- Mother name: Jyothi Bajaj
- Date of Birth: 11-NOV-1997
Timeline
Senior Process Associate
Cognizant Pvt Ltd
09.2024 - Current
Process Assistant
A P Mahesh Co-opt Urban Bank Ltd
11.2019 - 04.2024
Bachelor of Commerce - Commerce
St. Francis Degree College
12.2015 - 08.2018
MEC - Commerce
St. Mary’s Junior College
07.2013 - 06.2015
Sri Sai Grammar High School