Hi, I’m
Parthiban Srinivasan
Senior Domain Expert
Chennai
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 UniversityChennai
Bachelor of Science from Computer Science
04.2010 - 01.2013
Baynes Matric Hr.Sec.SchoolChennai
HSC from Computer Science
04.2001
Skills
Banking and Financial Services
Investment Banking
Wealth Management
Portfolio Management
Operations Management
Well versed with Microsoft Office Suite
Word, Excel & PowerPoint
Microsoft Outlook & Internet Applications
Familiar with Citrix, Thomson 1, BETA and BTEP
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