Prachi Dalal
Thane
Summary
Secure a challenging career opportunity to fully utilize my knowledge, experience and skills, while making a significant contribution to the success of the company.
Overview
11
11
years of professional experience
Work History
Sr. Associate – Securities Services Ops – Network Management Oversight India
JP Morgan Services India Pvt. Limited
10.2020 - Current
- Network Reference Data Team is responsible to maintain the repository of Service Provider relationships where Network Management provide oversight on behalf of Line of Business
- Stakeholder Management: Collaborate with stakeholders across Network Management to ensure Agent Bank/FMI relationships are maintained in line with the standards, corporate policy & regulatory requirements
- Leadership: Monitor and manage the requests to ensure timely delivery
- Supervise/ guide the team on a regular basis
- Make certain all required checklists are followed and the accuracy levels are met
- Provide training to new joiners
- Reconciliation & Control: Conduct various data integrity checks and periodic reconciliations to ensure the inventory has accurate data
- Adhere to firm regulatory obligations for segregation & security of client assets throughout the agent bank network
- Any issues to be promptly looked at to resolution
- Risks identified to be mitigated
- Query Management: Manage Audit requests as and when required
- Effectively communicate all changes to the relevant business, operations and stakeholders engaged
- Exhibit a high level of subject matter expertise in more than one area of the business
- Procedures Library: Responsible for defining & maintaining the procedures to ensure all risks /control checks are in place
- Ensure that the procedures are reviewed and signed off on an annual basis
- Projects: Lead projects related to regulatory changes, firm changes, remediation work and technical enhancements
- Propose business requirements as part of enhancement to the process
- Plan, perform and document testing of new and existing functionality to defined specifications/ requirements
Assistant Manager - (Performance Improvement Plan – Business Finance)
Hitachi Payment Services
10.2019 - 10.2020
- Review the portfolio and take necessary actions to achieve revenue and profit benchmark
- Undertake performance reviews (timeliness, efficiency, quality, controls) and provide analytical inputs to ensure that each team member works towards clearly defined team goals
- Manage communication with the Operations team for timely resolution of issues/complains
- Generate Revenue Statements on monthly basis to track performance and determine on continuity of the unit
- Conduct Cost analysis for decision making and issue approvals considering profitability/efficiency of the assets
- Monitor team performance metrics, manage target achievement and provide updates to Senior Management on regular basis
Sr. Associate - Data & Operations – Global Analytical Centre
Crisil Ltd. (An S&P Global Company)
12.2015 - 08.2018
- Support the analysts in evaluating the Financial Supplements, Quarter & Annual Reports of public and private multi-line insurance companies rated by S&P Global Company
- Manage communication with credit analysts across the globe and provide assistance in validation of credits and prepare detailed spreadsheet with trend analysis
- Worked for a project that consisted of researching the debt issues rated by S&P Global Analyst
- Sourced legal documents directly from issuers to obtain details of all participants acting on each credit
- Worked on Data Management, predominantly on MS Excel and maintained financial data integrity related to these market participants
- Prepared reports as a part of the project and reviewed the data to comply with the guidelines set by Securities Exchange Commission (SEC)
- Presented ACE awards by the onshore counterparts for execution and completion of the project with dedication and discipline
- Awarded with the Quarterly Performance award in the team for maintaining high level of Quality and Efficiency at work
Assistant Manager
Kotak Mahindra Bank. Ltd
03.2014 - 09.2015
- Address queries of customers related to loan accounts
- Co-ordinate with back-end teams & loan branches for fulfilment of requests/complaints
- Responsible for quality communication and customer service in line with the service benchmarks laid by the bank
- Create awareness about the benefits offered by the bank & cross sell the banking products basis customer’s needs and requirement
Education
Masters in Commerce - Business Management
Mumbai University
01.2016
Bachelors in Management Studies -
Mumbai University
01.2013
Skills
- Data Analysis
- Stakeholder Management
- Project Management
- Leadership
- Analytical Skills
- Critical Thinking
- Microsoft Office
Timeline
Sr. Associate – Securities Services Ops – Network Management Oversight India
JP Morgan Services India Pvt. Limited
10.2020 - Current
Assistant Manager - (Performance Improvement Plan – Business Finance)
Hitachi Payment Services
10.2019 - 10.2020
Sr. Associate - Data & Operations – Global Analytical Centre
Crisil Ltd. (An S&P Global Company)
12.2015 - 08.2018
Assistant Manager
Kotak Mahindra Bank. Ltd
03.2014 - 09.2015
Bachelors in Management Studies -
Mumbai University
Masters in Commerce - Business Management
Mumbai University
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