Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Hobbies and Interests
Timeline
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Krushna Kendre

Pune

Summary

Dynamic Senior Associate at Apex Fund Services LLP with a proven track record in enhancing operational efficiency through expert Salesforce CRM management and strategic project coordination. Excelled in leadership roles, significantly improving team productivity and decision-making. Skilled in analytical research and communication, adept at mentoring and resource allocation.

Overview

10
10
years of professional experience

Work History

Senior Associate - Level 3

Apex Fund Services LLP
Pune
08.2022 - Current
  • Collaborated with the onboarding manager to resolve Salesforce maintenance inquiries and concerns during the onboarding process.
  • Effectively managed the onboarding setup fee billing processes for the Luxembourg and APAC regions, ensuring accurate and timely billing. Additionally, I provided support to both regions for any related queries.
  • Efficiently managed global mailbox queries, providing Salesforce and onboarding support to all regions.
  • Empowered the team and improved operational efficiency by serving as the go-to expert for Salesforce, ensuring seamless adoption and utilization of the platform.
  • Increased customer service success rates by quickly resolving issues.
  • Gathered and formatted data into regular and ad-hoc reports, and dashboards.
  • Developed and delivered comprehensive monthly performance dashboards, highlighting key metrics and trends, to senior management for strategic decision-making.
  • Mentored junior staff in the organization's business processes, customer service standards, and quality assurance protocols.
  • Coordinated with internal departments to ensure successful execution of projects according to timeline and budget constraints.
  • Trained and supervised employees on office policies and procedures.
  • Organized and coordinated meetings, events, and team activities.

Business Process Lead

Tata Consultancy Services
Pune
07.2014 - 08.2022
  • Performing static updates and verifications in the client downstream and upstream applications for derivative instruments.
  • Creating a fund code, opening a trading account for institutional clients, individual clients, and funds for FX products.
  • Perform due diligence checks for new and existing customers engaging with the onshore team.
  • Served as the point of contact for KYC and reporting issues for designated clients.
  • Conducted periodic reviews of the accounts of Special Category Customers, such as PEPs and other high-profile individuals
  • Performs an independent check of KYC information provided by the front office.
  • Optimized team productivity and project delivery by strategically assigning tasks, setting realistic deadlines, and implementing robust project management techniques.
  • Enhanced decision-making processes for senior management by creating impactful presentations and providing data-driven insights through rigorous data analysis.
  • Empowered the team by delivering effective training sessions, improving user adoption, and driving productivity.
  • Basic understanding of global applications: Bloomberg, Reuters.

Education

Master in Business Administration -

Savitribai Phule Pune University
01.2016

Bachelor in Commerce -

Dr.Bababsaheb Ambedkar Marathwada University
05.2013

Skills

  • Salesforce CRM
  • Communication Skills
  • Analytical research
  • Project Management
  • Project coordination
  • Planning, goal setting
  • Supervision
  • Onboarding
  • Training and mentoring
  • Team leadership
  • Resource allocation

Accomplishments

  • Excellence Award, 08/2023, Recognition for consistence performance, lending help to peers, driving examples & taking additional responsibility.
  • Spot Award received. Appreciated for outstanding contribution towards organization.

Languages

  • English, Native or Bilingual Proficiency
  • Hindi, Native or Bilingual Proficiency
  • Marathi, Native or Bilingual Proficiency

Hobbies and Interests

  • Traveling
  • Music
  • Community Involvement

Timeline

Senior Associate - Level 3

Apex Fund Services LLP
08.2022 - Current

Business Process Lead

Tata Consultancy Services
07.2014 - 08.2022

Master in Business Administration -

Savitribai Phule Pune University

Bachelor in Commerce -

Dr.Bababsaheb Ambedkar Marathwada University

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Krushna Kendre