Mohammed Tousif

Global Proxy Operations:

· Led a 15-member team to ensure seamless proxy voting operations, driving regulatory compliance and operational efficiency.

· Managed the global proxy voting process, ensuring strict adherence to industry standards, policies, and regulatory requirements.

· Implemented process improvement initiatives, resulting in a 10% reduction in operational costs.

· Led cross-functional projects to streamline operations through automation and system integration, enhancing productivity.

· Identified inefficiencies in process workflows and implemented targeted improvements, contributing to a 10% reduction in error rates.

· Conducted root cause analysis and implemented corrective actions to resolve complex process issues, improving overall process accuracy.

· Monitored and analyzed performance metrics, identifying areas for continuous improvement and process optimization.

· Collaborated with stakeholders to develop solutions that addressed customer requirements and aligned with internal goals.

· Fostered a collaborative culture by encouraging transparent communication and shared ideas among team members.

· Managed high-profile client relationships, resolving proxy-related issues and providing strategic insights to enhance service delivery.

· Spearheaded business requirement gathering for the transition of operational processes from the US to the global operations team.

· Contributed to the development and implementation of a transformation framework focused on service delivery excellence.

· Collaborated with the Deloitte audit team on SSAE-18 audit requirements, providing process documentation and ensuring compliance readiness.

· Supported corporate audits by partnering with the audit team to deliver process documentation and facilitate smooth audit outcomes.

· Provided mentorship and training to junior team members, fostering professional growth and development.

· Developed dashboards to monitor and track proxy voting activities for improved operational visibility.

· Supported the testing and implementation of system upgrades, ensuring seamless adoption and minimal disruptions.

· Created and maintained process documentation to standardize operations and provide reference for training.

· Ensured adherence to SLAs and compliance standards by optimizing operational workflows.

· Managed high-volume proxy voting events during peak seasons, maintaining service quality and meeting client expectations.

· Collaborated with IT teams to troubleshoot system issues and implement technology-driven solutions.

· Prepared detailed client reports for strategic discussions and stakeholder engagement.

· Conducted regular assessments of workflows and recommended optimization strategies to senior management, leading to a 10% increase in overall productivity.

· Adapted corporate processes swiftly in response to market shifts, ensuring agility and competitiveness.

PROJECT and INITIATIVES:

Global Voting Process Transition Management (US to India)

Project Lead – India Team

Led the India team in successfully receiving and integrating process knowledge during the virtual transition of a 10-member team process from the US to India.

· Collaborated with US counterparts to clarify requirements, document processes, and ensure accurate knowledge transfer.

· Facilitated team readiness by organizing internal training, addressing knowledge gaps, and aligning with project milestones.

· Ensured a smooth transition by managing stakeholder expectations and achieving process stabilization within the set timeline.

SSAE-18 & Corporate Audit Compliance Initiatives

Project Lead – India Team

Led the India team in preparing for the SSAE-18 and corporate audits, collaborating with audit teams to ensure process documentation met requirements.

· Conducted thorough internal assessments of operational workflows to identify compliance gaps and improve audit readiness.

· Streamlined audit-related process flows, improving the efficiency of documentation gathering for the audit.

· Provided ongoing support during audits and worked with cross-functional teams to implement corrective actions, enhancing process compliance across departments.