Harish Kumar P
Process Lead
Bengaluru
Summary
Experienced financial analyst with a strong track record in maintaining financial market reference data and delivering exceptional client management. Seeking to expand knowledge and join a reputable organization that values expertise and skills. Committed to driving organizational growth and advancing career.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Process Lead
Standard Chartered Global Business Services
07.2023 - Current
- On-boarding clients to our database and maintaining their records.
- Building and maintaining relationships with key clients.
- Interacting directly with clients to understand their needs.
- Conducted root cause analysis, facilitating prompt resolutions to production-related issues or bottlenecks.
- Mentored junior team members, providing guidance on best practices and contributing to their professional development.
- Evaluated process performance metrics, identifying areas requiring improvement or optimization for increased efficiency.
- From pitch to closure, every team member plays a role in ensuring deals are executed smoothly
- Monitored tool use and performed repairs.
- Managing analysts and overseeing their work.
Process Specialist
Infosys BPM
07.2022 - 07.2023
- Trade Confirmation matching (STP, Manual) received for T+1 and T+2 days
- Ability to create manual swift message for the equity in exceptional cases
- Trade process and authorize trade settlements instructions for DTC, Fedwire, Euroclear, Crest, German markets
- Prioritize the trades as per the market cut off time and value to avoid the failing trades and buy in execution
- ETI- Exchange Tradable Instruments involves tasks related to Foreign exchange (FX) with EUR, USD, GBP, JPY, HKD
- Performs Pre matching activity on T+2 days and ensures instructions are in place in the market to match the counterparty instructions
- Ensuring trade is instructed in the market with agreed timeline as per the exchange requirements
- Handles failed trades AND investigate on failed trades to get the trade settle in the market
- Handles Cash and Stock reconciliation of the trades on daily basis to match the statement and ledger of the trades
- Worked for multiple brokers based on entities like London, Channel Island, Gibraltar
- Handles Swift messages of MT502, MT515, MT541, MT543, MT548
- Connecting with the brokers/ dealers/ Counterparties/ CRM/ Front office in the event of non- receipt of the Trade Confirmation/ Trade Variations
Content Analyst
Refinitiv (London Stock Exchange Group)
02.2020 - 07.2022
- Bond maintenance (Fixed, Floating, Zero coupon, convertibles, CP CDs and Government Bonds for Australia, New Zealand, Philippines and Hong Kong)
- Make sure the RICs are priced on time and are available to the clients
- Updating daily prices for contributors like CCHK, HSBC, etc
- Make sure Corporate Actions for Bonds are captured
- (Redemption, Re-open, Repurchase, Rate- reset etc.)
- Make sure Corporate Actions for Issuers are captured
- (Merger, Acquisition, Name change, Amalgamation, Stock Sale and purchase, Issuer hierarchy, Bankruptcy, Spinoff, Listing, Business classification, Liquidation or Winding up of companies
- Maintenance of Benchmark for AU, NZ,PH and HK markets
- Deliver training to the newly joined
- Document the method of work from time to time
- Constantly examine the scope of improvement and automation
- Primary and secondary market research
Process Executive
Infosys BPM
11.2017 - 02.2020
- Maintaining and establishing client and reference data in RDM, GRD and Calypso etc for credit derivative and interest rate derivative products as per request
- Validate and amending SSI(Standard settlement instruction) for various currencies in Order to settle the trade across the countries of Bank clients(Specially MT202 and MT103 format SWIFT message)
- To add, reserve/modify particular limit and particular product on a particular duration For reserved clients as per the request in Crediant system(Risk exposure monitoring sys)
- Validating securities and establishing bonds in internal systems such as GRD, Nomad, Gloss, Kapiti with provided information
- Maintaining TAT and SLA as per client requirement
- Updating changes in SSI's (Standard settlement instruction) as per the Omgeo alerts for The NAB Clients on a daily basis to maintain up to date information
Education
Bachelor of Commerce (B.Com) - Finance
Vasavi Jnana Peetha first Grade College
01.2014 - 01.2017
Pre-University College - undefined
Arya Vidhya Shala Junior College
SSLC (Class X) - undefined
Basaweshwara Boy's High School
Skills
Microsoft Office Proficiency
Performance Summary
Experienced financial content analyst with 5.5 years of record maintaining financial market reference data and excellent client management. Seeking to widen my knowledge and associate myself with an esteemed organization where I can make effective and efficient use of my knowledge and my learned skills for the growth of the organization and can relate the same for my own career advantage.
Rewards And Recognitions
- INFOSYS, iStar Award, For maintaining the New York shift having 8 people in the absence of Team Leader and Supervisor for than 3 months., 20k, Spot award, For handling the most sensible client(Blackrock) on completion of Omgeo Standard Settlement instructions Bulk update.
- LSEG (Formerly REFINITIV), Star of the Month, For taking up the complete ownership of HK region tasks post movement of the Senior resource before the expected time., Spot Award, For clearing ~ 700 unhandled PLEV exceptions for the last 2 years and have closely worked with the team members on categorization and completion of tasks as per the internally set deadlines and driven that to closure.
Databases Products Worked And Trained On
- Thomson Reuters' Eikon
- Reuters EJV
- Service Cloud
- Organization Authority (OA)
Disclaimer
I hereby declare that all the above information furnished by me is true to the best of my knowledge.
Roles And Responsibilities
Maintaining and establishing client and reference data in RDM, GRD and Calypso etc for credit derivative and interest rate derivative products as per request., Validate and amending SSI(Standard settlement instruction) for various currencies in Order to settle the trade across the countries of Bank clients(Specially MT202 and MT103 format SWIFT message)., To add, reserve/modify particular limit and particular product on a particular duration For reserved clients as per the request in Crediant system(Risk exposure monitoring sys), Validating securities and establishing bonds in internal systems such as GRD, Nomad, Gloss, Kapiti with provided information., Maintaining TAT and SLA as per client requirement., Updating changes in SSI's (Standard settlement instruction) as per the Omgeo alerts for The NAB Clients on a daily basis to maintain up to date information., Worked for SGKH client supporting for the securities and settlement operations., Bond maintenance (Fixed, Floating, Zero coupon, convertibles, CP CDs and Government Bonds for Australia, New Zealand, Philippines and Hong Kong), Make sure the RICs are priced on time and are available to the clients., Updating daily prices for contributors like CCHK, HSBC, etc., Make sure Corporate Actions for Bonds are captured. (Redemption, Re-open, Repurchase, Rate- reset etc.), Make sure Corporate Actions for Issuers are captured. (Merger, Acquisition, Name change, Amalgamation, Stock Sale and purchase, Issuer hierarchy, Bankruptcy, Spinoff, Listing, Business classification, Liquidation or Winding up of companies., Maintenance of Benchmark for AU, NZ, PH and HK markets., Deliver training to the newly joined., Document the method of work from time to time., Constantly examine the scope of improvement and automation., Primary and secondary market research., Trade Confirmation matching (STP, Manual) received for T+1 and T+2 days., Ability to create manual swift message for the equity in exceptional cases., Trade process and authorize trade settlements instructions for DTC, Fedwire, Euroclear, Crest, German markets., Prioritize the trades as per the market cut off time and value to avoid the failing trades and buy in execution., ETI- Exchange Tradable Instruments involves tasks related to Foreign exchange (FX) with EUR, USD, GBP, JPY, HKD., Performs Pre matching activity on T+2 days and ensures instructions are in place in the market to match the counterparty instructions., Ensuring trade is instructed in the market with agreed timeline as per the exchange requirements., Handles failed trades AND investigate on failed trades to get the trade settle in the market., Handles Cash and Stock reconciliation of the trades on daily basis to match the statement and ledger of the trades., Worked for multiple brokers based on entities like London, Channel Island, Gibraltar., Handles Swift messages of MT502, MT515, MT541, MT543, MT548., Connecting with the brokers/ dealers/ Counterparties/ CRM/ Front office in the event of non-receipt of the Trade Confirmation/ Trade Variations.
Timeline
Process Lead
Standard Chartered Global Business Services
07.2023 - Current
Process Specialist
Infosys BPM
07.2022 - 07.2023
Content Analyst
Refinitiv (London Stock Exchange Group)
02.2020 - 07.2022
Process Executive
Infosys BPM
11.2017 - 02.2020
Bachelor of Commerce (B.Com) - Finance
Vasavi Jnana Peetha first Grade College
01.2014 - 01.2017
Pre-University College - undefined
Arya Vidhya Shala Junior College
SSLC (Class X) - undefined
Basaweshwara Boy's High School
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