Team leader with a proven track record in performance monitoring, work delegation, and member motivation. Skilled in managing daily operations and facilitating effective team communication. Committed to identifying team needs and delivering innovative solutions that drive success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Team Lead / Sr. Process Associate, Wealth Management (Corporate Actions)
TATA Consultancy Services (TCSL) Ltd
Nagpur
08.2022 - Current
Reconciliation of Aged Breaks.
Custody & Clearing function.
Managing team process (Team management), preparing backups for each process.
Processing DWACs and reporting to the client.
Working on FX (Foreign Exchange)/Global currency operations using daily updated foreign currency rates.
Sending break volume to the client on a daily basis.
Tracking external bank statements versus broker accounts to identify any discrepancies.
Conducting research and investigation of all discrepancies.
Preparing month end statements and calculating gain/loss of client's accounts.
Risk impact calls with client and part of supervisory calls like RCSA across all the functional.
Handling the 16 FTE's team and having indirect reporters of 16 FTE's.
Supervising and managing the team's leaves and mandatory trainings.
Handling the team's escalations from clients and jumping in to deal/resolve those escalations.
Managing the cross-training of all FTEs under the programme of the continuous learning culture.
Helping the team members by giving them support personally and professionally, organizing the team building activities every Friday (Fun Friday), setting up goals for all 16 FTE, and conducting/providing feedback for the annual/anniversary appraisal cycle FAV.
Monitoring the RU (Resource utilization) sheets on a weekly basis.
Conducting one-on-one meetings with every single FTE on a weekly basis.
Raising access requests for every new joiner, Keeping Compliance monitoring for each FTE to ensure everyone should follow the company polices.
Analyst/Intermediate Rep.
BNY Mellon International Operations (India) Pvt. Ltd.
Pune
01.2020 - 08.2022
Settlement of client trades on DTC (US Depository Trust Company).
Custody & Clearing function.
Monitoring the group mailbox to resolve client/admin queries, resolving queries of Brokers / Admins relating to the settlement of trades via telephone/emails.
Trade confirmations to Brokers and Account Admins, and ensuring strict compliance with company policies on emails and telephone calls.
Monitoring the trades' settlements of Bank's DTC Participants.
Monitoring the RAD system and referring trades to the respective account admins.
Responsible for managing/maintaining all process SOPs.
Reconciliation of position breaks, end-of-day balancing with DTC.
Processing Pledge & Release of Collaterals.
Processing DWACs & DWAC billing.
Immediate escalation of compliance/Process/Technical issues to higher management.
Worked with the technology team to prepare applications or software for the process improvement program.
Two ideas were shared: 2 ideas for process improvement and making them an automated process.
Verified the securities eligibility CUSIP, ISIN, and SEDOL in CDS (Canadian depository for securities), DTC (Depository Trust Company), FRB (Federal Reserve Bank), and global markets (Euroclear stream).
I was working on 200-250 trades per day, analysing and reporting to clients/admin (delivered trades with zero percent of error till now/no escalations).
Education
MBA - Finance
Institute of Business Management and Research
Pune, Maharashtra
01.2020
Bachelor of Computer Application and Technology -
G.H. Raisoni Institute of Information and Technology
Nagpur, Maharashtra
01.2017
HSC -
R.S.S.G.K Agrawal Junior College
Tumsar
01.2011
SSC -
Shirinbai Neterwala School
Tumsar
01.2009
Skills
Settlements
MS Excel
Analysis of failed trades
Workflow management
Process mapping
Process improvement
Data reconciliation
Discrepancy investigation
Employee training
Foreign exchange operations
Client reporting
Team management
Team building
Problem solving
Affiliations
Successfully led as a coach of the women's cricket team at TCS.
Taking initiative and encouraging all to participate in the blood donation camp or other employee engagement and community involvement under TCS Maitree program.
Accomplishments
Received the best team leader award in Q4 2024
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Certification
Power BI Certified- CX-PBI-12787-HN
Excel Certification program- CX-EX-12697-HN
Business Analysis- CA-BA-13767-HN
JIRA Project Management- CX-JP-14238-HN
Scrum Master Certified- CX-SM-14081-HN
Timeline
Team Lead / Sr. Process Associate, Wealth Management (Corporate Actions)
TATA Consultancy Services (TCSL) Ltd
08.2022 - Current
Analyst/Intermediate Rep.
BNY Mellon International Operations (India) Pvt. Ltd.
01.2020 - 08.2022
MBA - Finance
Institute of Business Management and Research
Bachelor of Computer Application and Technology -
G.H. Raisoni Institute of Information and Technology