Forward-thinking Operations Specialist bringing more than 4 years of expertise in mutual fund, Trade
processing for investment banking sector. Cultivates rapport with individuals to optimise project goals and
output, resolve complex problems and deliver innovative improvement strategies.
Overview
5
years of professional experience
Work History
Bny Mellon
Chennai
Intermediate Representative
10.2021 - Current
Job overview
Processed shareholder requests for redemption, Subscription, transfers via Check, ACH and wire
Setup new accounts and transferred funds and ensure smooth transition to TA operation team
Increased customer satisfaction by addressing and resolving complaints in a timely manner
Assisted in training new hires and offered ongoing support to help them reach their full potential
Handled customer complaints quickly and professionally to restore customer confidence and prevent loss
of business
Communicated with clients to gather, provide and share updated information on accounts and transaction
Developed and updated tracking spreadsheets for process monitoring and reporting.
Computer Age Management Services Ltd
Chennai
Senior Processing Officer
07.2019 - 10.2021
Job overview
Coordinated end-to-end processing for brokerage, including tasks such as AMFI registration, ARN and
EUIN,broker change, AUM merger
Managed queries through both phone calls and email, ensuring effective communication channels
Coordinated backend processes for brokerage payout, published brokerage reports, and statements for
daily financial operations
Ensured participation in UAT testing and supported to the team for process development and automation
Reduced processing errors by conducting thorough quality checks and data validation
Collaborated with team members to achieve shared objectives and meet tight deadlines.
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)