Kushal Sharad Bhatt

Learning Management System :

• Worked on multiple projects on LMS implementation such as Oracle and SAP Litmos
• Responsible for project in LMS migration
• Level 2 POC for entire organization with the responsibility to provide smooth & bug free functioning of tool by resolving queries, issues & coordinating with LMS support technical teams to get issues resolved.

Transition Manager:

• Handling transition projects with operation team and responsible for effective coordination between client & operations teams, daily meetings, tracking training progress, feedback analysis, bridging knowledge gap, to ensure smooth transition of new business.
• Compliance & Risk: Conducting risk audits of the Operations Documentation (SOPs Standard Operating Procedures, BPDs (Business Process Documents, FMEA Failure mode and effects analysis, etc.)

Business Review Meetings :

• Monthly review meetings with operations program leads
• Weekly review meeting with operations process managers

Team Management:

• Developed and maintained courteous and effective working relationships through effective communication, coaching, training & development, positive work atmosphere, administering recognition and rewards programs
• Administered monthly and annual reviews to direct reports and set clear and measurable goals, identifying areas for improvement, action plans, and follow-up procedures. .
• Implemented training programs to maximise team member development and potential.

Other Skills:

• Gained strong leadership skills by managing projects from start to finish
• Identifying issues, analyze information and provided solutions to problems.
• Learned and adapted quickly to new technology and software applications.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Skilled at working independently and collaboratively in a team environment.
• Passionate about learning and committed to continual improvement.
• Good knowledge with Microsoft Office tools such as excel, word, powerpoint, teams, etc.

Reward & Recognition :

• Manager of the Year Award-2022
• Employee of the Year Award-2019
• Employee of the Quarter - Multiple times

Process Trainer:

• Providing training system, product & process to new hires and making them production ready before handed over the operations
• Preparing productivity report and quality report of new employee. Maintaining data of all employees.
• Responsible to provide process overview & training to existing staff member.
• Conducting Regulatory trainings as per the UK financial rules & regulation for new & existing employees
• Responsible for On the Job trainings
• Preparing Monthly and weekly Reports.
• Handling Transition projects
• Communicating with liaison officer and UK based clients through email or on calls whenever required.

Key Responsibility:

• Working for Transfer Agency IFDS process handling tasks related to UK based Mutual funds
• Sale and Repurchase of Mutual Funds
• Switching of Funds & Transfer of Funds
• Working as Quality Checker
• Deal Amend- Calculating Profit & Loss backdated deals
• Client Maintenance
• Training & initial hand-holding of new team members
• Cross skilling & training for the task performed by other teams
• Managing Work queue and team in absence of the team leader

• Performed auditing work in accordance with rigorous auditing standards and principles.
• Conducting Statutory & Revenue Audit & Tax Audit for several branches of banks such as SBI, Oriental Bank of Commerce, Canara Bank & Bank of Maharashtra
• Conducted statutory audit of BHEL (Bharat Heavy Electricals Ltd).