Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Hi, I’m

NAVEEN GULECHA

Team Leader, Fund Administration
PORUR, CHENNAI
NAVEEN GULECHA

Summary

A Leader with an exceptional ability to build positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator, adaptable on working cross-departmentally with co-management and top-level leadership.

Overview

11
years of professional experience
2
Certificates

Work History

BNY Mellon

Team Leader, Fund Administration
05.2016 - Current

Job overview

  • Recognized and promoted as a Team Leader in May 2021 to handle Corporate actions with 18 FTE’s across Pune and Chennai.
  • Managed Sub Accounting Operations with 14 FTEs in 2019 as a Process Lead (SME) across Pune and Chennai.
  • Travelled to BNYM Pune for On-job training as a Process trainer for 2 months and successfully migrated 50% of the business from Chennai to Pune across major client groups.
  • Currently servicing high-profile clients with Sub Accounting Ops and Corporate Actions such as Morgan Stanley Bank (MSB), TD Ameritrade (TDA), Primerica (PFS), and Raymond James (RJA).
  • Responsible for Oversight of processing, trend analysis, client engagement, TPG Reviews (SLA), process improvements, architecturally aware, incident management and Onshore recovery (processing)
  • Currently responsible for setting and achieving team goals, cultivating talent, supervision of staff by evaluating clients and preparing allocations for the team.
  • Completed 3 overall projects showing multiple FTE efficiencies and currently working on projects in SURPAS, Baseline and Outlook Automation.
  • Participation in recruitment and development of new staff, creating training paths to improve skill levels and communicating the same to Operational Managers.
  • Regular review of controls to identify any operational gaps from agreed checklists, guidelines and SOPs. Ensuring RCA is conducted when errors/incidents are reported.
  • Assisting on answering calls/emails and understanding the process related to Audit/Client/Compliance and making sure they are prioritized and responded on time.
  • Participation in mergers/acquisitions/conversions of US funds, providing product knowledge support and technical assistance on complex issues.
  • Strategically scheduling of team members to Work from Home/Office to maintain Optimal staffing levels at all times as decided by the management.
  • Prediction of volumes using past statements to meet seasonal fluctuation needs especially during tax year end periods.
  • Recognized by both internal management and clients as a significant contributor for managing the team, process guidance, meeting SLAs and process automations.

Hewlett Packard

Process Associate
02.2014 - 05.2016

Job overview

  • Established open and professional relationships with team members which helped resolve issues and conflicts quickly
  • Coached team members in customer service techniques, providing feedback and encouragement toward reaching goals
  • Liaised with customers, management, and all other accounts payable teams to meet customer needs
  • Worked on ideas to increase the first pass resolution for first level contacts and have got certified for Systematic Problem Solving.

Sutherland Global Services

Mortgage Representative
08.2012 - 02.2014

Job overview

  • Verification of US title documents relating to residential mortgage
  • Analysis of property and insurance documents as per United States Regulatory Laws
  • Property confirmations for appraisals with other mortgage documents
  • Verification of flood insurance policies for residential coverage
  • Technical & Management Skills
  • Supervising and developing team members, utilizing the Performance Management program and providing timely feedbacks
  • Proactive and focused attitude to work, Independent and Flexible with multiple shifts
  • Ability to constantly meet deadlines
  • Excellent analytical, organizational and time management skills
  • Strong teamwork, interpersonal, oral, and written communication skills.

Education

Institute of Chartered Accountants of India

CA Inter from Finance & Accounting

Vivekananda College, St, Johns, and Junior College

Bachelor of Commerce

Skills

Leadership and Operations Management

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Certification

Foundations in Cloud Computing by Great Learning Institute

Interests

Reading Autobiographies, Stock market analysis

Staying updated on Innovations and Tech news

Driving, Casual Blogging and listening to Music

Timeline

Pursuing Data management and Analytics course by Udemy

01-2023

Foundations in Cloud Computing by Great Learning Institute

12-2022

Team Leader, Fund Administration

BNY Mellon
05.2016 - Current

Process Associate

Hewlett Packard
02.2014 - 05.2016

Mortgage Representative

Sutherland Global Services
08.2012 - 02.2014

Institute of Chartered Accountants of India

CA Inter from Finance & Accounting

Vivekananda College, St, Johns, and Junior College

Bachelor of Commerce

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NAVEEN GULECHATeam Leader, Fund Administration