Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Nikhlesh Patil

Assistant Vice President - Coporate Actions
Pune

Summary

With 11 years of work experience in the Bank of New York's Corporate Action and Income Department, I have gained valuable expertise. Currently, I hold the position of Assistant Vice President for the Corporate Action Event Announcement Function, responsible for ensuring smooth operations and providing business requirements to IT stakeholders to enhance and automate our existing CA announcement platform. My role also involves a comprehensive understanding of the end-to-end flow of all Mandatory and Elective Corporate Action processes.

Overview

12
12
years of professional experience
5
5
years of post-secondary education
4
4
Languages

Work History

Assistant Vice President

Bank of New York
Pune
03.2025 - Current
  • Managing multiple teams' daily MIS and monthly KPIs, resolving clients' escalations, identifying system gaps and conducting data analysis to improve efficiency.
  • Overseeing cross-functional teams for corporate actions announcements (Mandatory & Voluntary) team and reports management teams
  • Collaborate with senior management, strategy & Product teams to create straight- through processing initiatives and on-board new vendor sources
  • Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
  • Partnering with internal stakeholders to review announcement discrepancies, assess response requirements for complex events, and suggest technical and procedural solutions to enhance efficiency

Team Lead & Lead Analyst in Corporate Actions Department

Bank of New York
Pune
09.2019 - 02.2025
  • Working in Corporate action and income department as Team Lead & lead analyst for Corporate Actions event announcements for APAC & EMEA Market. it involves +500 corporate event announcement on daily basis
  • Deciding team Objectives and Goals at the start of day which includes team volume stats, allocation of tasks and events
  • Maintain daily KRI (Key Risk Indicators) & Monthly KPI (Key Process Indicators)
  • Involved in regular updating of SLAs(Service Level Agreements) With different sub-custodians in APAC Market according to client requirements
  • Primary contact point for the team to handle clients escalations and complex/Exceptional events across different markets
  • Involved in Enhancement of ANM (Announcement Module) by providing BAU requirements to TCS for the development
  • Maintain Daily Control Check reports, Skills matrix, Training Plans, Error tracker Analysis for periodic Audit practice
  • Monitoring and Acknowledgement of daily tasks for the team which includes Electronic Feed Report(WODA), Nexen Dashboard(Non-transitioned messages), BO indicator Check, Fax Queue, ANM electronic Items & Event Diary tasks
  • Currently handling teams of Mandatory & elective event announcements in APAC & EMEA market
  • Discuss client expectation with CSR(Client service representative) & Internal Client Contact team to come with best possible outcome for client from announcement point of view

Senior Analyst in Corporate Actions

Bank of New York
Pune
07.2016 - 08.2019
  • Authorization of Mandatory and Voluntary Events in the system SMDB/ANM that generates swifts i,e MT564/MT568/MT599
  • Run daily dispatch tasks i,e Daily Agenda report, electronic feeds report, non-transitioned report, Dummy Base holdings report
  • Trainer for new and existing team member for all types of an event in APAC & EMEA Market
  • Actively involved in preparation/Amendment for SOPs(Standard operating procedures)
  • Run daily electronic feed report(MT564 & MT568) for assign equally to team member to achieve daily TAT
  • Follow Market Specific SOPs while Authorizing exceptional events in India, Australia & Singapore Market.
  • Managed to review SOPs for elective events involved 40 procedures with steps followed by each analyst and senior analyst
  • Handle team mailbox on daily basis and assign the events to respective Processor and Controller
  • Analyze Critical/Complex events with internal teams i, e Instruction & response processing team, Sub-custodian, Internal tax teams & Client contact Team

Analyst in Corporate Actions

Bank of New York
Pune
07.2013 - 06.2016
  • Scrubbing & Validating of feeds received from Vendors, company and sub-custody
  • Set up Mandatory & elective event in event announcement application (SMDB & ANM) as per the procedure
  • In case of conflict or incorrect information in MT564, communicate with sub-custody
  • Resolve client queries assigned in your bucket on daily basis
  • Run event rejected report, Option cancellation report & Daily Agenda report
  • Validate and process CA events with TAT of 48 Hours & communicate with controller for Authorization

Education

Post Graduation diploma - foreign trade

Pune University
Pune
03.2012 - 04.2013

Masters in Business Administration -

Pune University
Pune
03.2011 - 04.2013

Bachelors of Commerce -

Guru Nanak Dev University
Amritsar
03.2009 - 02.2011

Skills

Accomplishments

  • Promoted five levels in six years due to consistent Good Performance in BNYM (Operations Executive, Senior Specialist, Market Expert, Senior Analyst, Lead Analyst/Team Leader).
  • Awarded as 'BRAVO' for Good Performance for the Quarter in 2017, 2019 & 2020.
  • Part of the 'Team of the quarter award' in 2018, 2019 & 2021.

Timeline

Assistant Vice President

Bank of New York
03.2025 - Current

Team Lead & Lead Analyst in Corporate Actions Department

Bank of New York
09.2019 - 02.2025

Senior Analyst in Corporate Actions

Bank of New York
07.2016 - 08.2019

Analyst in Corporate Actions

Bank of New York
07.2013 - 06.2016

Post Graduation diploma - foreign trade

Pune University
03.2012 - 04.2013

Masters in Business Administration -

Pune University
03.2011 - 04.2013

Bachelors of Commerce -

Guru Nanak Dev University
03.2009 - 02.2011

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Nikhlesh PatilAssistant Vice President - Coporate Actions