Kamali Palani
Bengaluru
Summary
Team Lead: building investment banking service management support across ServiceNow, Salesforce, and Excel dashboards. Leads 6+ team members, resolves reconciliation discrepancies, and delivers SLA-based responses to 10+ service management queries per week for corporate actions, reference data, pricing, fixed income, derivatives queries. Creates SOPs, controls, RCA, and 2+ stakeholder reports per week that improve issue resolution and governance reporting.
Overview
3
3
Languages
2
2
Certifications
9
9
years of professional experience
Work History
Team Lead
Infosys BPM
09.2022 - Current
- Led a team of 6+ investment banking professionals and launched a new client-requested service capability
- Build a new service management capability from the ground up, including SOPs, controls, and ServiceNow dashboards.
- Manage investment banking queries across Corporate Actions, Reference Data, Pricing, Fixed Income, and Derivatives on ServiceNow and Salesforce within SLA.
- Liaised with Bloomberg, IDC, and internal data marketplace to challenge data discrepancies, perform root-cause analysis, and provide streamlined reconciliation processes.
- Provide root cause analysis and statistical insights on recurring data queries, then support new controls to address issues.
- Publish weekly and daily governance reports and presentation materials for client operations reviews.
- Conduct training sessions on ServiceNow and coach team members to improve productivity, accuracy, and service commitment.
Senior Financial Analyst
Russell Tobin
05.2022 - 07.2022
- Prepared 2 management information reports monthly to track reconciliation status and support operational oversight.
- Reviewed 10-15 reconciliation breaks daily across repo-based products and escalated custody-versus-accounting differences.
- Strengthened reconciliation controls by applying standard operating procedures, resolving client queries, and supporting service level management.
Associate
State Street HCL Services
06.2017 - 10.2021
- Processed 100+ trade and cash reconciliations weekly across custody operations.
- Set up reference data and maintained accurate static records for custody and trade processing.
- Reviewed custody cash breaks monthly and escalated unresolved items promptly.
- Managed dividend processing and asset reconciliation across auto and manual workflows using Advanced Excel.
- Investigated corporate actions across funds, applying root cause analysis to clarify downstream processing impacts.
- Involved in Statutory reporting (Schedule-D) and updating Quality Ratings.
- Prepared SOPs and governance notes to support QA, process controls, and SLA monitoring.
- Communicated with Client Service officers by email and resolved client queries through ServiceNow and Salesforce.
Education
Bachelor of Commerce - Professional Accounting
Sri Krishna Arts And Science College, Coimbatore
05-2017
Skills
Cash & Trade Reconciliation
ServiceNow
Salesforce
Advanced Excel
Root cause analysis
Stakeholder Management
Standard operating procedures
Service level management
Process controls
Training delivery
Management information reporting
Governance reporting
SLA monitoring
Reconciliation controls
Client query resolution
Reference data management
Fixed income operations
Accomplishments
- Awarded Best Financial Analyst for successfully executing complex client transitions and mitigating external operational errors.
- Recognized with the Kudos Award for driving exceptional process performance and elevated client engagement.
- Received the Rising Star Award for optimizing stakeholder communication and sharply decreasing process SLA breaches.
- Honored with the Individual Extra Miler Award for documenting and resolving critical recurring month-end issues, accelerating process sign-offs, and enhancing reporting efficiency.
Certification
NISM
Timeline
Team Lead
Infosys BPM
09.2022 - Current
Senior Financial Analyst
Russell Tobin
05.2022 - 07.2022
Associate
State Street HCL Services
06.2017 - 10.2021
Bachelor of Commerce - Professional Accounting
Sri Krishna Arts And Science College, Coimbatore