Praveen Adhane
Pune
Summary
Finance and operations professional with extensive experience in client servicing, operational risk management, and stakeholder engagement. Proficient in managing end-to-end servicing operations, resolving complex client queries, and delivering high-quality service while ensuring adherence to regulatory standards.
Additionally experienced in automating financial operations and strengthening compliance through streamlined reconciliation processes, driving improved accuracy, operational efficiency, and risk control.
Overview
12
12
years of professional experience
Work History
Senior Associate
BNY
Pune
01.2023 - Current
- Managed end-to-end client servicing operations, ensuring timely resolution of client queries while maintaining high service standards and adherence to regulatory and internal control requirements.
- Strengthened operational risk and compliance by implementing improved reconciliation and control processes, enhancing accuracy and reducing operational discrepancies.
- Managed regulatory compliance and control-driven change management, influencing settlements operations, data quality governance, and reporting accuracy.
- Drove risk management initiatives and strengthened control frameworks for operational responsibilities.
- Supported due diligence and external audits, enhancing accuracy in financial reporting and compliance.
- Partnered with cross-functional teams to resolve aged breaks, achieving a 20% reduction in outstanding issues.
- Oversaw migration projects, ensuring seamless transitions with updated SOP adherence.
- Built strong relationships with clients and internal stakeholders, delivering a customer-centric service experience and contributing to improved client satisfaction
Associate
BNY
01.2018 - 01.2022
- Led automation initiatives, including GRX implementation, which reduced manual reconciliations by 70%.
- Conducted root cause analysis of error logs, cutting error rates by 20% and boosting operational productivity.
- Managed weekly control calls for aged break reviews, escalating critical items to ensure timely resolution.
- Delivered training sessions to enhance team competency, contributing to operational excellence.
Int. Representative
BNY
01.2014 - 01.2018
- Settled daily trades within trade capture team, leveraging strong knowledge of trade lifecycle.
- Reconciled trades by analyzing broker statements to accurately assess gain/loss and validate purchase/sale prices.
- Implemented innovative solutions to recurring issues, significantly enhancing process efficiency.
- Escalated material exceptions based on in-depth reviews, maintaining compliance with regulatory requirements.
Education
Master of Business Administration -
MIT School of Management
06-2013
Bachelor of Commerce -
Deogiri College
06-2011
Skills
- Client Onboarding
- Regulatory Compliance
- Transaction Lifecycle
- Performance Monitoring
- Team Development
- Investment Banking Operations
- Bloomberg
- Financial Software
- Risk Management
- Process Automation
- Client relationship management
- Stakeholder Management
- Leadership
- Portfolio Management
- Derivatives
Hobbies and Interests
- Outdoor Activities
- Volunteering
- Travelling
Personal Information
Title: Senior Associate
Accomplishments
WOW Award for Process Automation 2025.
Timeline
Senior Associate
BNY
01.2023 - Current
Associate
BNY
01.2018 - 01.2022
Int. Representative
BNY
01.2014 - 01.2018
Master of Business Administration -
MIT School of Management
Bachelor of Commerce -
Deogiri College