Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic
Kaushiki Aich

Kaushiki Aich

Bangalore

Summary

Results-driven senior associate with 5+ of experience and a proven track record of success in client relations, and team leadership. Adept at driving initiatives from conception to completion, while ensuring adherence to quality standards and timelines. A strong communicator with a talent for building and nurturing productive relationships.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Associate/Emerging Leader

State Street Corporation
Bangalore
04.2022 - Current
  • Managing daily operations of asset management for clients, including monitoring and analyzing financial performance.
  • Activities include monitoring cash/trade processing as per LOD received from clients, cash reconciliations, and closely monitoring monthly book closures.
  • Providing ongoing client service to existing clients, resolving any issues or concerns in a timely manner.
  • Promptly responding to client queries.
  • Working with different teams on getting Clients and Investment Managers onboarded, providing access for clients etc.
  • Completing month-end and year-end closings, keeping records audit-ready and monitoring timely recording of accounting transactions.

Associate

State Street Corporation
Bangalore
06.2019 - 04.2022
  • Prepared weekly and monthly reports on key performance indicators related to client operations.
  • Responsibilities included preparation and updating of management reports, such as Failed Trades, Trade Volume, Past Due report, Negative Interests, etc.
  • Roles in Fund Accounting included daily pricing process for Mutual Funds and Fund of Funds, and having them uploaded on NASDAQ. I was also involved in various daily, weekly, and mostly monthly activities that involved booking and settling trades, and other reporting tasks.
  • Responded promptly to inquiries from potential and existing clients regarding services offered by the organization.
  • Coordinated with other departments to ensure successful resolution of client concerns within SLA requirements.
  • Resolved escalated customer issues in a timely manner while maintaining strong relationships with clients.
  • Produced SOPs to document workplace procedures and optimize productivity through standardization.

Intern

Republic Motors
Jalandhar
06.2017 - 08.2017
  • In the finance role, I was involved in approaching, encouraging nationalized banks, cooperative banks, as well as financiers and NBFCs to make financial tie-ups with Republic Motors by providing them information about the company's products. I also got to know about the various documents that the banks usually require for financial tie-ups with different companies.
  • Organized client meetings to provide project updates.
  • Created plans to propose solutions to problems related to efficiency, costs or profits.
  • Determined consumer needs to provide products and services appealing to larger market.

Education

MBA - Finance

Doon Business School
Dehradun
08-2018

B.Com - Accountancy Honours

University of Calcutta
Kolkata
04-2014

Skills

  • Client Service
  • Issue Resolution
  • Relationship Building
  • Computer Skills
  • Oral communication
  • Customer interaction
  • Performance monitoring
  • Training and mentoring
  • Team Supervision
  • Cash Handling
  • Account Reconciliation
  • Research abilities

Accomplishments

  • Received Multiple Bravo Awards from Officers & AVP
  • Received awards for Client Satisfaction
  • Half Yearly award received from the department - Asset Owner (Client Service) for resolving client queries on timely manner.

Languages

Bengali
First Language
Hindi
Advanced (C1)
C1
English
Advanced (C1)
C1

Certification

  • ‘O’ Level student of National Institute of Electronics and Information Technology (An autonomous body of Department of Information Technology, Ministry of Communications and Information Technology, Government of India).

Timeline

Senior Associate/Emerging Leader

State Street Corporation
04.2022 - Current

Associate

State Street Corporation
06.2019 - 04.2022

Intern

Republic Motors
06.2017 - 08.2017

MBA - Finance

Doon Business School

B.Com - Accountancy Honours

University of Calcutta

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Kaushiki Aich