Prapulla Chandra M R
Team Lead at Infosys
Bangalore
Summary
A Financial Data Analyst with 6 years of experience in finance and operations, including the calculation of numerous security performance metrics and quality analyses. Experienced with client relations and efficient query management.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Team Lead
Infosys BPM Ltd
5 2022 - Current
- Managing different Process Queues
- Executes transactions as per prescribed guidelines and timelines to meet SLA targets
- Explored new tools and technologies that enhanced the capabilities of the team members while enabling seamless collaboration across departments
- Working on consolidated data and preparing reports and monitoring Queue & Responsible for TAT,SLA and KPI
- Handling corporate actions such as Stock split, Reverse Split, Name change, Dormancy, Liquidation and other corporate action events
- Handles/ helps resolve escalations at the process level to ensure high customer satisfaction
- Reviewed internal systems and organized training plan to address areas in need of improvement.
- Handling and updating data such as security NAV, Dividends, Investment data's, Benchmark, Contact info details and other details regarding Funds onto the Bloomberg Terminal
Equity Relationship Manager
ICICI SECURITIES
04.2021 - 05.2022
- As an Equity Relationship Manager, generally work with individual retail customers, advising them on various financial platforms such as stocks, stock derivatives, and mutual funds, and managing their portfolios
- Furthermore, I stand out with equity classes, followed by derivatives.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
Relationship Manager
Sharekhan
02.2020 - 03.2021
- Worked as a Sales Executive manager
- Supervised meetings to maintain interdisciplinary communication of process weaknesses and performance.
- Participated in staff meetings to discuss innovative strategies to improve services.
Senior Process Executive
Infosys BPM Ltd
07.2017 - 05.2019
- Validate and upload the data from various vendors/clients and update onto the Bloomberg Terminal
- As we handle direct client queries so to assist the clients as and when required to solve their queries
- Reviewed internal systems and organized training plan to address areas in need of improvement
- Executes transactions as per prescribed guidelines and timelines to meet SLA targets.
Education
Bachelor of Commerce - Accounting And Finance
University of Mysore
01.2014 - 04.2017
Skills
- Equities
- Corporate action
- Mutual Funds
- Client Interactions
- Problem Solving
- SOP Adherence
- Work Planning and Prioritization
- Talent Management
- Knowledge Management
- Risk Management
- Decision-Making
Awards
- Istar Awards
- Spot Award 5 times
- Ramp Award from Client
Disclaimer
I hereby declare that all the information that I have presented is true to the best of my knowledge. I could be glad to provide you with any further details if required.
Timeline
Equity Relationship Manager
ICICI SECURITIES
04.2021 - 05.2022
Relationship Manager
Sharekhan
02.2020 - 03.2021
Senior Process Executive
Infosys BPM Ltd
07.2017 - 05.2019
Bachelor of Commerce - Accounting And Finance
University of Mysore
01.2014 - 04.2017
Team Lead
Infosys BPM Ltd
5 2022 - Current
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