Summary
Overview
Work History
Education
Skills
Languages
Awards
Timeline
Hi, I’m

Parthiban Srinivasan

Senior Domain Expert
Chennai
Parthiban Srinivasan

Summary

A dynamic professional with more than 5 Years of experience in Banking and Financial Services.Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
years of professional experience
3
years of post-secondary education

Work History

Incedo Technology Solution Limited.

Senior Domain Expert
12.2021 - Current

Job overview

  • Progressed from Associate to Senior Associate in the Account Operations team,AssetMark Financial, managing high-net-worth client accounts for firms such as Clark, Rockdale, Fidelity, and TD Ameritrade.
  • Mentored and led junior team members, identifying improvement areas and providing guidance to enhance their skills and knowledge in wealth management.
  • Oversaw client money movement across various channels, including checks, ACH, automatic investment plans, and withdrawals, ensuring accurate and timely transactions.
  • Provided strategic direction for the organization by advising on product development, market strategies, and risk mitigation, while ensuring compliance with regulatory standards.

BARCLAYS GLOBAL SERVICE CENTRE PRIVATE LIMITED

Associate
08.2019 - 09.2021

Job overview

  • Managed customer accounts and effectively resolved queries, ensuring high levels of customer satisfaction.
  • Ensured compliance with KYC guidelines by verifying customer documents and maintaining accurate records.
  • Addressed and resolved customer complaints promptly, delivering solutions that met their needs.
  • Demonstrated expertise in handling a variety of financial products, including Barclay Loans, Overdrafts, Mortgages, and PLFB, with a strong understanding of risk management principles.

Education

Bharath University
Chennai

Bachelor of Science from Computer Science
04.2010 - 01.2013

Baynes Matric Hr.Sec.School
Chennai

HSC from Computer Science
04.2001

Skills

Banking and Financial Services

Languages

English
Bilingual or Proficient (C2)
Tamil
Bilingual or Proficient (C2)
Malayalam
Intermediate (B1)

Awards


  • Best Performance Award
  • Best of the Best Award
  • Awarded with Fun Catalyst, zero defect and Spotlight awards.

Timeline

Senior Domain Expert

Incedo Technology Solution Limited.
12.2021 - Current

Associate

BARCLAYS GLOBAL SERVICE CENTRE PRIVATE LIMITED
08.2019 - 09.2021

Bharath University

Bachelor of Science from Computer Science
04.2010 - 01.2013

Baynes Matric Hr.Sec.School

HSC from Computer Science
04.2001

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Parthiban SrinivasanSenior Domain Expert