Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

PRINSON GEORGE

Chennai

Summary

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.

Education

Madras Christian College

Master Of Commerce from Finance
05.2019

Bishop Heber College

Bachelor of Commerce from Accounting And Finance
04.2017

University Overview

Awarded for academic toper

Skills

  • Proficient in
  • Excel and SQL
  • SKILLS
  • Leadership
  • MS office
  • Advanced Excel
  • SQL server
  • Document verification
  • Multitasking Abilities
  • Quality Assurance
  • Customer Service

Timeline

Intermediate Representative

Bny Mellon
10.2021 - Current

Senior Processing Officer

Computer Age Management Services Ltd
07.2019 - 10.2021

Madras Christian College

Master Of Commerce from Finance

Bishop Heber College

Bachelor of Commerce from Accounting And Finance
PRINSON GEORGE