Summary
Overview
Work History
Education
Timeline
Skills
Work Preference
Work Availability
Languages
Generic

JAYA MURGESH

Bangalore

Summary

Business process lead with more than 8 years of experience in the investment banking sector, specializing in trade booking, trade processing and amendment, trade reconciliation, managing the FOOB and suspense accounts. Demonstrates excellent business operations, customer relations, problem-solving skills, alignment, strategic planning, and reporting. Recognized as a quick thinker and creative problem solver in line with business objectives. Possesses excellent communication skills, a strong work ethic, good leadership abilities, and effective team coordination

Overview

9
9
years of professional experience
1
1
Language
5
5
years of post-secondary education

Work History

Business process lead

TCS, metal
Sydney
02.2023 - 08.2024
  • Working with customers and stakeholders to understand their business requirements for product development using Agile methodology
  • Reconciliation of aged fail trades
  • Gathering data and producing a detailed report for senior management
  • In-depth investigation and close collaboration with the technical and non-technical team to develop the application that meets the client's requirements
  • Meeting regularly with the client to report on progress and gather feedback on the product and further change requests
  • Invoices processing, vendor setup / modification, resolving quires on failed invoices using SAP S/4 Hana
  • Reconciliation of past failed transactions to resolve the issue at hand
  • Responsible for creating and maintaining the SOP by working with various departments to gather the necessary information
  • Hold regular meetings with the customer to ensure effective production where targets are aligned with business performance.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
  • Initiated timely response to emails, voicemails, and written correspondence.

Business process lead

TCS - The Goldman Sachs
Bangalore
02.2021 - 01.2023
  • Experience in cash settlement team currency derivatives
  • Options and futures contracts
  • Reconciliation for OTC cash settlement of options
  • Cash settlement via MT103 & MT202
  • A comprehensive understanding of the trading lifecycle through interaction with traders, strategists, clients and technologists to work towards a common goal
  • Daily contact with traders and brokers to resolve issues and ensure timely settlement of trades
  • Understand and improve your problem-solving skills for complex trade flows and transaction discrepancies
  • Prepare reports for senior management and provide insightful analysis of the business as requested by senior management
  • Reconcile the fails report and the day-to-day business
  • Reconciliation of the fails report and the day-to-day business
  • Planned career break, )
  • My newborn baby had a health issue and needed my care for a period of time.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.

Process Analyst

Broadridge Financial Solutions Pvt Ltd
Bangalore
07.2017 - 01.2021
  • Experience in processing buy and sell transactions for US and Canadian clients in equity and fixed income transactions
  • Enhanced understanding of equity settlement life cycle by creating training materials to improve training and increase work efficiency by 100%
  • He monitored and analysed open orders and achieved a delivery reliability of 95
  • Introduced a systematic maker/checker that reduced manual tracking time by 20 hours per month, improving overall performance
  • Working experience with BPS, Impact, Ascendis, DTCC Portal and knowledge of using Jira Dashboard
  • Working on knowledge on Apex dashboard
  • Reconciled inventory records and company balancing at the end of the day to keep the books clean
  • Responsible for creating and maintaining SOP by working with various departments to gather necessary information
  • Monitor settlement activities and ensure that all trades are adjusted and settled in the market
  • Trade settlement, trade confirmation for the US market.
  • Analyzed and documented company processes for executive leadership and suggested areas for improvement.
  • Increased efficiency and team performance by implementing actionable process improvements.
  • Processed management reports on monthly basis through effective collaboration with various departments.
  • Maintained authoritative knowledge on change management techniques effective in improving processes without disrupting operations.

Executive dealer

Geojit Financial Services Ltd
BANGALORE
05.2016 - 07.2017
  • Managing various clients in buying shares and mutual funds
  • Opening of trading and DEMAT accounts for clients
  • Handling KYC verification for the clients
  • Working with CRM dashboard and providing the detailed client trading report to the supervisor
  • Handling the trade brokerage details and documenting them at the end of the day
  • Influencing retail investors to make SIP investments
  • Responsible for data entry and creating SOPs of the process for training and development to improve work efficiency.
  • Operated in environment with high public visibility.
  • Developed strong working relationships with executive and functional sponsors.
  • Increased revenue growth by identifying new market opportunities and executing targeted sales strategies.

Internship Student

Core competencies
BENGALURU
12.2015 - 03.2016
  • SIC stock and services private limited | BANGALORE “The study is based on the Indian equity market by selecting 5 mid cap funds from the equity and mutual fund sector and calculating the risk factor based on the RSI (Relative Strength
  • Index) method
  • Conclusion of the study: Low risk investors with long term investments can invest in mutual funds like SIP
  • Investors who want to take high risk and invest in the short term can invest in equity funds
  • As the study was limited, the data may change depending on the stock analysed, Advanced Excel, data validation, LOOKUP, reconciliation analysts, analytical skills month-end review, problem solving, team coordination and brainstorming, report writing, client relations
  • Awards & Achievement Service & Commitment Award (2024) - Awarded for a good working relationship with the client and a smooth transition in the project with 100% accuracy in the work
  • Certification for Occupational Health and Safety and Employee Assistance
  • Programme SYDNEY, 2024) Xcelerate Warrior Certificate (2023) - Awarded for completing 3 years with tcs without a customer being turned away and smooth transition over the years On the spot Award (2022) - Awarded for 0 escalation throughout the duration and the best work performance of the year Star Player Award (2019 & 2020) – Awarded for effective work during spike or high volume in trade execution and presented to client prior to SLA Best Performer Award (2017) – Target achievement in mutual fund investment (SIP) and complete fulfilment of target for opening a demat account.

Education

MBA - Finance And Human Resources

Cambridge Institute of Techonolgy
Bangalore
05.2014 - 05.2016

BBA - Finance

Sea College of Commerce , Arts And Science
Bangalore
05.2011 - 04.2014

Timeline

Business process lead

TCS, metal
02.2023 - 08.2024

Business process lead

TCS - The Goldman Sachs
02.2021 - 01.2023

Process Analyst

Broadridge Financial Solutions Pvt Ltd
07.2017 - 01.2021

Executive dealer

Geojit Financial Services Ltd
05.2016 - 07.2017

Internship Student

Core competencies
12.2015 - 03.2016

MBA - Finance And Human Resources

Cambridge Institute of Techonolgy
05.2014 - 05.2016

BBA - Finance

Sea College of Commerce , Arts And Science
05.2011 - 04.2014

Skills

Team Building and Motivation

Data-driven decision-making

Process improvement expertise

Innovation and Creativity

Workflow Optimization

Teamwork and Collaboration

Cross-functional team leadership

Problem-Solving

Time Management

Problem-solving abilities

Multitasking Abilities

Excellent Communication

Team Leadership

Team Collaboration

Active Listening

Effective Communication

Decision-Making

Team building

Self Motivation

Interpersonal Skills

Analytical Thinking

Goal Setting

Process Improvement

Analytical Skills

Work Preference

Work Type

Full TimePart TimeContract Work

Location Preference

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefits

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages

English
Advanced (C1)
Hindi
Intermediate (B1)
Tamil
Beginner (A1)
Telugu
Beginner (A1)
JAYA MURGESH