Pranit Magar
Mumbai
Summary
Accomplished Senior Associate at SS&C GlobeOp Financial Services Ltd, adept in AML compliance and fostering team development. Leveraged financial oversight and operational enhancements to streamline processes, achieving significant project milestones. Excelled in client communication, ensuring robust relationships and efficient issue resolution, notably with ICICI BANK LTD. Demonstrates a proven track record of mentoring and driving team performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Associate
SS&C GlobeOp Financial Services Ltd
Mumbai
03.2022 - Current
- Promoted to Senior Associate as of April 2024.
- Processing hedge fund trades: subscriptions, redemptions, switches, and transfers.
- Processing audits as per investors' or auditors' requests.
- Preparing monthly, detailed reports for trades received every month.
- Preparing monthly reports of new investors, including demographic and contact details.
- Complete a review of monthly statements and contract notes, and deliver them to clients and investors.
- Completing KYC, AML, and due diligence processes thoroughly.
- Processing complete cash movement of subscription and redemption payouts.
- Collaborated with cross-functional teams to drive the successful completion of complex projects within deadlines.
- Streamlined operational efficiency by identifying areas for improvement, and proposing actionable solutions.
- Consistently maintained strong relationships with clients, ensuring clear communication, and timely updates on project progress.
- Mentored junior associates, fostering professional growth and helping them reach their full potential by providing them with timely training.
Deputy Manager
ICICI BANK LTD
Mumbai
06.2021 - 12.2021
- Engaging with clients, as well as internal operations and various teams, to resolve issues related to delinquent customers.
- Managed escalated cases with professionalism and tact, maintaining strong relationships with key accounts, despite challenging situations.
- Established successful partnerships with cross-functional teams to address complex customer issues collaboratively.
Education
MBA - Finance
Aditya Institute of Management Studies And Research
Mumbai, Maharashtra, India06-2021
Bachelor of Arts - Economics
Bhavans College, University of Mumbai
Mumbai, Maharashtra, IndiaSkills
- AML compliance
- Task delegation
- Employee training and team development
- Client Communication and Reporting
- Financial Transaction Oversight
- Operational Process Enhancement
- Effective Troubleshooting
- Regular Trade Performance Reporting
- Performance monitoring
- Timeline estimates
Certification
- National Institute for Securities Market, 04/01/21, Capital Markets and simulated trading in Equity Program
- Cambridge Business School, Cambridge Assessment English level 1 Certificate in EOSL International
Languages
- English
- Marathi
- Hindi
Timeline
Senior Associate
SS&C GlobeOp Financial Services Ltd
03.2022 - Current
Deputy Manager
ICICI BANK LTD
06.2021 - 12.2021
MBA - Finance
Aditya Institute of Management Studies And Research
Bachelor of Arts - Economics
Bhavans College, University of Mumbai
Similar Profiles
PRITESH NAIKPRITESH NAIK
Fund Accountant Senior Associate at SS&C GlobeOp Financial Services India Pvt. Ltd.Fund Accountant Senior Associate at SS&C GlobeOp Financial Services India Pvt. Ltd.
Anish SalianAnish Salian
Associate Manager Transfer Agency(IS) at SS&C GlobeOp Financial servicesAssociate Manager Transfer Agency(IS) at SS&C GlobeOp Financial services
Ayush AgarwalAyush Agarwal
Associate Trainee at SS&C Globeop Financial ServicesAssociate Trainee at SS&C Globeop Financial Services
MAYUR PATILMAYUR PATIL
INVESMENT BANKING OPERATION - SENIOR ASSOCIATE at SS&C GlobeOp Financial Services India Pvt. LtdINVESMENT BANKING OPERATION - SENIOR ASSOCIATE at SS&C GlobeOp Financial Services India Pvt. Ltd
Rohit PandeyRohit Pandey
Associate Technical Support Engineer at Red HatAssociate Technical Support Engineer at Red Hat