Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Applications
Disclaimer
Timeline
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Krishna Kumar p t

Krishna Kumar p t

Bangalore

Summary

Results driven banking professional with work experience of 5 years in Banking sector. Proficient in managing complex tasks, delivering timely insights and thriving in fast paced deadline driven environments. Strong analytical mindset and unwavering attention to detail and ensuring customer satisfaction by providing support services in the delivery of a wide range of service products.

Overview

10
10
years of professional experience

Work History

Operations Associate

Wells Fargo
05.2024 - Current
  • Enforce strict adherence to Know Your Customer (KYC) and standard regulatory compliance including AML(Anti Money Laundering).
  • Managed end-to-end trade life cycles, ensuring timely confirmations, affirmations, clearing, and reconciliation.
  • Managed tasks under tight deadlines while adhering to risk controls and regulatory compliance.
  • Processed, reviewed, and validated legal and financial contracts to secure loans and mortgages, ensuring compliance with standards.

Financial Analyst

Northern Trust
01.2022 - 01.2024
  • Executed cash adjustments that modified rates, record dates, and pay dates for interest, dividend, and principal payments.
  • Gained expertise in AML, Sanction, and loan documentation procedures, ensuring adherence to established protocols.
  • Acquired in-depth knowledge of FX-supported products, enhancing client advisory capabilities.
  • Drove business growth through effective client management strategies.

Teaching and Mentoring

Enlite IAS Academy
01.2019 - 01.2022
  • Taught Economics, History, and Social Justice, fostering critical thinking and awareness of societal issues.
  • Mentored aspiring professionals, providing guidance and support to help them achieve career goals.
  • Attended professional development workshops in order to stay up-to-date on best practices for teaching and mentoring young learners.
  • Set boundaries through disciplinary teaching and treat training.
  • Researched new techniques and approaches to teaching cello playing.

Probationary Officer

Syndicate Bank
01.2017 - 01.2018
  • Approve the opening of Current and Savings Account(CASA)
  • Cross selling of products like insurance,loans ,mutual funds and Government Schemes.
  • Managed daily customer service and processed cash and clearing transactions.
  • Responded to client queries by providing accurate information and assistance at the branch. ,manage branch operations and ensure adherence to banking regulations.

Education

Post Graduate Diploma - Banking and Finance

Manipal University
01-2017

B tech - Mechanical Engineering

Mace Kothamangalam
Kottayam
01-2014

Skills

  • Compliance management
  • Financial systems
  • Banking software
  • SQL
  • Python
  • MS Excel
  • Tableau
  • MS PowerPoint
  • MS Word
  • Project Management
  • Relationship management
  • Leadership
  • Team player
  • Good communication skills
  • Alteryx

Accomplishments

  • Attended the UPSC IAS Civil Service Interview, 2020
  • Received Spot awards for excellence in execution and high-quality service initiatives
  • State Badminton Player and won numerous awards in Badminton
  • Passed JAIIB ,mutual funds exams of NISM

Languages

  • English
  • Malayalam
  • Hindi

Applications

  • Flexcube
  • Bloomberg
  • DTC CA Web
  • TLM (Transaction Lifecycle Management) - Cash and Position reconciliation

Disclaimer

I hereby declare that the information furnished above is true and correct to the best of my knowledge.

Timeline

Operations Associate

Wells Fargo
05.2024 - Current

Financial Analyst

Northern Trust
01.2022 - 01.2024

Teaching and Mentoring

Enlite IAS Academy
01.2019 - 01.2022

Probationary Officer

Syndicate Bank
01.2017 - 01.2018

Post Graduate Diploma - Banking and Finance

Manipal University

B tech - Mechanical Engineering

Mace Kothamangalam
Krishna Kumar p t