Hi, I’m
Alan Mathew
Team Manager
Bengaluru
Summary
Experienced Team Manager specializing in Debt Capital Markets, Investment Banking, Business Development and Operations. Strong focus on revenue generation. Proven track record in asset management, investor relations, and fund performance assessment. Skilled in mitigating operational risk, automating tasks, driving sales, and optimizing operations. Recognized for cost-saving initiatives and efficiency improvements.
Overview
8
years of professional experience
3
years of post-secondary education
1
Certification
Work History
GoldenPi Securities Private LimitedBangalore
Team Manager
05.2021 - Current
Job overview
- Achieved a Total Transaction Value (TTV) of ₹6.36 billion INR.
- Increased sales revenue to ₹31 million INR within 2 years.
- Managed a team of 7 bond managers in Business operations and sales.
- Oversaw onboarding and transactions for HNI family accounts, corporate accounts, and Trusts.
- Successfully resolved high-level client escalations while prioritizing client interests.
- Developed customized cashflows, XIRR calculations, and maturity reports for clients.
- Collaborated with 30+ leading bond institutions in India, facilitating daily retail and bulk quotes for corporate bonds, GSEC, and SDLs.
The Little Gym India Pvt LtdBengaluru
Branch Operations Manager
09.2019 - 06.2020
Job overview
- Drove sales up to ₹5.6 million INR in revenue.
- Drove operational improvements which resulted in savings and improved sales margins by 45%.
- Managed team of 6 in operations and sales and handled 90 calls per week to address customer enquiries and concerns.
- Monitored, managed social media and online sources.
- Developed team communications and information for weekly revenue planning meetings.
Goldman Sachs Pvt LtdBengaluru
Operations Analyst-Investment Management Division
07.2016 - 08.2019
Job overview
- Conducted asset reconciliation for Private Wealth Management (HNI) accounts to ensure synchronization of books between the firm and custodians.
- Streamlined processes, saving ~13 hours/week by automating client's entitlements report generation (28% monthly savings).
- Contributed to the development of an Alteryx-generated workflow, automating key elements of accounts reconciliation and saving ~40 minutes/day (7.5% monthly savings).
- Proposed GUI changes to enhance team efficiency and operational effectiveness.
- Collaborated with IT Vice Presidents to restructure procedures and execute Private Wealth Management projects.
- Identified and resolved system process failures by analyzing root causes.
- Drove operational improvements, resulting in time and headcount savings.
- Led process and cultural training for new employees in Bangalore and contributed to cross-regional training in Salt Lake City, Utah, ensuring smooth knowledge transfer.
- Played a vital role in releasing comprehensive month-end client statements, facilitating informed decision-making based on monthly trading activity.
- Managed data by collecting, organizing, and inputting information into the database system.
Goldman Sachs Pvt LtdBengaluru
Intern -Investment Management Division
04.2015 - 06.2015
Job overview
- Completed 2 months of internship which entailed- Straight through processing of corporate actions like interest, dividend, etc as part of the project assigned.
- Monitored and analyzed financial data trends for the internship project.
Education
Kristu Jayanti College, AutonomousBengaluru
Post Graduate Diploma from Marketing Management
08.2020 - Current
St. Joseph's College Of CommerceBengaluru
Bachelor of Commerce from Accounting And Business Management
06.2013 - 2016.04
Skills
Business Operations and Development
undefinedCertification
Google The Fundamentals of Digital Marketing
Timeline
Team Manager
GoldenPi Securities Private Limited
05.2021 - Current
Kristu Jayanti College, Autonomous
Post Graduate Diploma from Marketing Management
08.2020 - Current
Branch Operations Manager
The Little Gym India Pvt Ltd
09.2019 - 06.2020
Operations Analyst-Investment Management Division
Goldman Sachs Pvt Ltd
07.2016 - 08.2019
Intern -Investment Management Division
Goldman Sachs Pvt Ltd
04.2015 - 06.2015
St. Joseph's College Of Commerce
Bachelor of Commerce from Accounting And Business Management
06.2013 - 2016.04
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