Praveen Manayamkath
Team Leader – Prime Brokerage & Clearing Client Entitlements | Equities Operations
Bengaluru
Summary
Operations leader with extensive experience in Prime Brokerage, Clearing, Client Onboarding, Entitlements, and Fraud Operations. Committed to ethical practices and process improvement, consistently transforming operational challenges into measurable business outcomes and enhanced control frameworks.
Overview
14
14
years of professional experience
2
2
Languages
Work History
Team Leader – Clearing & Prime Entitlements, Equities Operations
JP Morgan Chase & Co.
02.2024 - Current
- Achievements / Tasks
- Part of Clearing and Prime Entitlements functions under the Synergy operating model, enabling cross-business alignment
- Subject Matter Expert (SME) for Prime Entitlements and Drafting processes within the Client Onboarding lifecycle
- Responsible for end-to-end entitlement setup, access provisioning, and drafting deliverables with strong risk and control adherence
- Identify operational, technical, and process gaps; drive corrective actions to improve efficiency and reduce turnaround time
- Lead training, onboarding, and knowledge transfer for new joiners; ensure effective backup coverage and business continuity
- Actively involved in cross-training initiatives to build Clearing-side entitlements expertise and enhance team versatility
- Contribute to process standardization and SOP documentation to strengthen governance and audit readiness
Operations Analyst – Prime Client Entitlements & Drafting
JP Morgan Chase & Co.
12.2021 - 02.2024
- Achievements / Tasks
- Delivered Client Entitlement Services and Drafting activities for Prime Brokerage Client Onboarding
- Processed complex entitlement requests including online access, user creation, directory setup, and profile maintenance
- Managed EAT, PAMM, CICS, MMSY, and JPMM entitlement requests for new and existing client profiles
- Partnered with Legal teams to support GMCA drafting and documentation transitions
- Collaborated with APAC Technology and Third-Party Service teams for entitlement-related service requests
- Resolved entitlement and access queries from multiple internal stakeholders while adhering to SLAs
- Authored and maintained SOPs for entitlements and drafting processes to improve control effectiveness
- Took ownership of add-on projects such as offboarding and non-BAU entitlement requests
- Active contributor to the Sports Pillar, supporting employee engagement and event execution
Fraud Specialist II – Consumer & Debit Card Fraud Operations
JP Morgan Chase & Co.
09.2017 - 12.2021
- Achievements / Tasks
- Investigated debit card transaction disputes to determine fraud and non-fraud outcomes
- Supported customers and bankers to recover funds and mitigate financial risk exposure
- Reviewed online transactions and checks to prevent fraud losses to the bank
- Delivered consistent high-quality customer interactions while meeting CSAT and Quality targets
- Prepared operational reports covering Quality, AHT, Attendance, and Leave metrics
- Mentored new joiners through call monitoring, structured feedback, and performance coaching
- Recognized for sustained 100% CSAT and Quality scores over extended periods
Specialist – Customer Operations & Communication Coaching
Ocwen Financial Solutions
09.2011 - 09.2017
- Achievements / Tasks
- Served as Communication Coach, mentoring agents on Voice, Accent, and customer engagement skills
- Supported multiple business units including Research, Customer Care, and Mortgage Operations
- Handled inbound mortgage support calls while providing floor support to new joiners
- Produced quality, attendance, and performance reports to support operational governance
- Led customer survey analysis to drive service quality improvements
- Selected as Quality SPOC and part of the first pilot batch for Voice & Accent Training initiatives
Education
Bachelor of Commerce - undefined
Skills
Stakeholder Management
Process Improvement
Risk & Control Awareness
Training & Knowledge Transfer
Client-Focused Delivery
PROCESS
- Prime Brokerage & Clearing Client Entitlements
- Client Onboarding & Drafting
- Fraud Detection & Prevention
- Access Management & Controls
- SOP Documentation & Process Standardization
MANAGEMENT
- Team training, mentoring, and knowledge transitions
- SME ownership and backup coverage
- Stakeholder coordination across Operations, Legal, and Technology
- SLA adherence and operational risk mitigation
Timeline
Team Leader – Clearing & Prime Entitlements, Equities Operations - JP Morgan Chase & Co.
02.2024 - Current
Operations Analyst – Prime Client Entitlements & Drafting - JP Morgan Chase & Co.
12.2021 - 02.2024
Fraud Specialist II – Consumer & Debit Card Fraud Operations - JP Morgan Chase & Co.
09.2017 - 12.2021
Specialist – Customer Operations & Communication Coaching - Ocwen Financial Solutions
09.2011 - 09.2017
Loyola Academy - Bachelor of Commerce,