Kishore N
Vadamalapeta
Summary
Accomplished Team Lead with a proven track record at Juipter Money and Paytm Money Ltd, adept in operations management and process improvement. Excelled in leadership and Excel, enhancing team performance and customer satisfaction. Spearheaded initiatives that significantly improved operational efficiency, showcasing a strong focus on results and employee engagement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Team Lead
Jupiter Money
05.2022 - Current
- Leading the day-to-day activities of the Mutual Fund Operations and managing three team members
- Working on RIA channel services and EOP1 services to generate revenue
- Setting up the EOP1 business by coordinating with AMCs and making necessary process changes
- Generating transaction reports for invoicing and coordinating with the finance team to ensure timely payments from AMCs
- Coordinating with RTA/AMC folks to resolve user escalations and improve process gaps
- Coordinating with Tech/Product people to ensure accurate process-related reports and product information in the app
- Implementing AMC-set process changes and ensuring data alignment
- Handling AUM reconciliation and other reports for top management
- Handling user payments and ensuring successful transaction uploads to RTA for timely processing
- Handling transaction reporting (200/250 format uploads) and identifying/resolving issues to ensure timely reporting to RTA
- Analyzing, reviewing, and evaluating client onboarding information/KYC and handling KYC modifications/creation
- Ensuring timely Credit MIS reporting to all AMCs to avoid credit reconciliation delays at RTA
- Handling Transaction Reverse feeds reconciliation and following up on pending allotment transactions with RTA/AMC
- Handling customer escalations related to various issues (allotment, KYC, onboarding, portfolio, scheme information, NFOs, exit loads, NAV, product disclaimers, etc.)
- Generating mailback reports for reverse feeds and check all the allotments are happen on time
- If there is any issue with data capturing from the reports and I ensuring timely issue resolution with the tech team
- Aligning with operational processes and taking the lead to provide the best user experience
- Maintaining a strong understanding of mutual fund operations and processes
- Covering for team members who are on leave and If necessary I will handle all the operation activities
- Working on Jira issues and maintain the process improvements.
Team Lead
Paytm Money Ltd
04.2018 - 04.2022
- Role as Senior Associate in Financial Services (April 2018 to April 2020) Team lead from April 2020 to 2022
- Worked in Online direct mutual fund trading platform
- Daily Reconciliation all the cash transaction (Purchase and Redemptions)
- Portfolio values updating and transaction monitoring for the clients wherever is required
- Daily transactions reporting to all RTAs and resolving issues if any
- Pulling RTA feeds for reconciliation of daily investor transaction status and update their portfolios accordingly
- Resolving all investor queries raised through customer service desk within timeline
- Strongly focused and timely follow up with AMCs/RTA on Portfolio issues, units allotment, SIP issues, Refunds and Redemptions, NAV issues, dividends and the MIS reconciliation part and get them closed with in the TAT
- Escalate the complex issues to AMCs and resolve issues within the TAT
- Handling both financial and non-financial processing requests
- Assisting technical team while discrepancies arises pre and post transaction issues and portfolio issues
- Worked with SQL database and Resolve the reverse feeds issue accordingly based on APIs
- Smoothen process by optimizing the process flow to get accurate and quick resolutions
- Maintain and sharing all payment details to RTAs against transactions reported on day to day
- Keen to investor rejection refunds and pay-outs for redemptions post execution
- Proper documentation while clients on boarding and adhere to compliance
- Checking the client KYC issues and resolve them within the TAT with respective team
- Maintain the good quality and quantity of the work and reports to Managers every day with data
- Timely follow up with respective AMCs/RTA for quick solutions
- Assisting the team to work on their respective tasks and close them quickly
Associate Analyst
Wipro Ltd
Bangalore
06.2016 - 01.2018
- Dealing with Canadian Market Mutual fund transactions and operations
- Analyzing the customers concern and providing resolution accordingly
- Dealing with the financial and Non-Financial transactions of the investment fund industry
- Ensuring Customer Satisfaction metric is met during every customer transaction
- Processing the customer queries / requests within the timeframe
- Responsibilities for Day to Day Operations of Transfer Agency unit of Client: handling End to End
- Coordinate Ad hoc projects for bulk request as a result of fund mergers, fund launches, Rollovers etc
- Quality check (QC) member for Financial and Non-Financial Team
- Hold regular meeting with Team to ensure a constant flow of information and knowledge dissemination, review productivity & Accuracy scores, query logs, issue resolutions.
Process Executive
Infosys BPO Ltd
Bangalore
01.2015 - 06.2016
- Company Overview: Bangalore
- Maintaining client data (Amendments on client data as per request)
- Review of SOPs (Standard Operating Procedure) twice in a year and updating with new updates received by the onshore
- Preparation of volume tracker and capacity tracker every day
- Attending the Monthly meeting and discussing about Quality performance
- Maintaining OBS stock and vestima stock
- Processing Guernsey stock and internal cash
- Preparing RCU and processing unapplied dividends
- Running Reconciliation Tracker
- Reconciliation between custodian statements and client stock values
- Bangalore
Education
MBA -
Sri Krishna Devaraya University
04-2014
Degree -
Sri Venkateswara Arts College
03-2012
Skills
- MS- Office
- Excel
- Windows 95
- Windows 98
- Windows XP
- Process improvement
- Team management
- Effective communication
- Risk management
- Performance improvement
Certification
NISM Mutual fund Distributor, V
Accomplishments
- Awarded several times as Star Performer of the Week.
- Awarded several times as Client awards.
- Awarded several times R&R awards.
Languages
- English
- Telugu
- Kannada
Hobbies and Interests
- Cooking
- Listening to Music
Mobile Numbers
- 9494099648
- 8971758798
Personal Information
- Father's Name: N Subramanyam
- Date of Birth: 07/05/92
Disclaimer
I hereby declare that all the above information is true and correct to my knowledge.
Timeline
Team Lead
Jupiter Money
05.2022 - Current
Team Lead
Paytm Money Ltd
04.2018 - 04.2022
Associate Analyst
Wipro Ltd
06.2016 - 01.2018
Process Executive
Infosys BPO Ltd
01.2015 - 06.2016
MBA -
Sri Krishna Devaraya University
Degree -
Sri Venkateswara Arts College
Similar Profiles
Keshav RegmiKeshav Regmi
Demand Gen - Lead at Jupiter MoneyDemand Gen - Lead at Jupiter Money
Priya KapratwarPriya Kapratwar
Lead Generation at Jupiter MoneyLead Generation at Jupiter Money
KAUSTAV DALUIKAUSTAV DALUI
Customer Support Specialist/Operations Executive at JUPITER MONEYCustomer Support Specialist/Operations Executive at JUPITER MONEY
H Mark LenziH Mark Lenzi
Email Support Executive at Jupiter MoneyEmail Support Executive at Jupiter Money
Kimberly DroskiKimberly Droski
Food and Beverage Team Lead, Closing Team Lead/General Merchandise Team Lead/Inbound/Logistics Team Lead/Food and Beverage Team Lead at TargetFood and Beverage Team Lead, Closing Team Lead/General Merchandise Team Lead/Inbound/Logistics Team Lead/Food and Beverage Team Lead at Target