Harsha Vinayan
Dombivli
Summary
Dynamic team leader with extensive experience at MUFG, excelling in legal documentation verification and shareholder services. Proven track record in enhancing operational efficiency and conducting high-value audits. Skilled in training and development, fostering a collaborative environment that drives team success and meets stringent compliance standards.
Overview
4
4
Languages
1
1
Certification
10
10
years of professional experience
Work History
Team Leader
MUFG
10.2024 - Current
- Managing team operations within Legal & Shareholder Services.
- Handling quality checks, audits, escalations, and process reviews.
- Supervising non-market transfers, dividend processing, AML/KYC updates, and legal documentation.
- Training new joiners and conducting assessments for operational processes.
- Monitoring productivity, accuracy, and SLA adherence for the team.
Senior Associate – Legal Department
MUFG
01.2020 - 09.2024
- Scrutiny and verification of legal documents including Probate, Letters of Administration, Coroner Certificates, Small Estates, and Foreign Certificates.
- Processing shareholder transfer and transmission requests.
- Managing outstanding dividend payments and reissuance.
- Handling indemnity requests for lost share certificates.
- Conducting high-value audits and quality checks.
Sales Operations Executive
Datamatics Global Services
Mumbai
08.2018 - 11.2019
- Prepared analytical reports and operational graphs.
- Supported managers in project rollouts and operational tracking.
- Managed invoice updates and reporting activities.
- Developed strategic plans to enhance client engagement and satisfaction.
- Coordinated cross-functional teams to streamline project delivery processes.
Assistant Manager – CRO/Teller
Bandhan Bank
Thane
09.2016 - 06.2017
- Managed customer relationships and banking operations.
- Handled cash transactions, NEFT, CTS clearing, and teller activities.
- Worked on FIS banking software and ensured service quality.
- Assisted in daily branch operations and customer service activities.
- Implemented compliance procedures to meet banking regulations effectively.
- Managed customer service inquiries and complaints in a timely manner.
Education
Post-Graduate Certificate -
BSE Institute Limited
Mumbai01.2014
B.Com Banking & Insurance -
Model College
Maharashtra, India01.2013
HSC -
Model College
Maharashtra, India01.2010
SSC -
CMS English School
Maharashtra, India01.2008
Skills
- Team Leadership
- Legal Documentation Verification
- Shareholder Services
- Dividends Processing
- AML/KYC
- Audits & Quality Checks
- Non-Market Transfers
- Banking Operations
- MS Excel & MS Office
- Team management
- Quality assurance
- Process improvement
- Operational efficiency
- Training and development
- Onboarding and orientation
- Overseeing daily activities
- Employee evaluation
- Deadline management
- Team Check-ins
- Leading team meetings
Certification
- IIBF – Customer Service & Banking Codes and Standards
- IIBF – MSME Examination
- NISM Series V-A – Mutual Fund Distributors Certification
- NISM – Depository Operations Certification
- NCFM – Financial Markets Module
- Certification in Business Correspondence and Business Facility
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Malayalam
Proficient (C2)
C2
Accomplishments
Performer of the month - 18 certificates
Timeline
Team Leader
MUFG
10.2024 - Current
Senior Associate – Legal Department
MUFG
01.2020 - 09.2024
Sales Operations Executive
Datamatics Global Services
08.2018 - 11.2019
Assistant Manager – CRO/Teller
Bandhan Bank
09.2016 - 06.2017
Post-Graduate Certificate -
BSE Institute Limited
B.Com Banking & Insurance -
Model College
HSC -
Model College
SSC -
CMS English School