Priti Shukla
Kalyan West
Summary
Result oriented professional over 5 years of experience in Finance, invoicing & reconciliation.
Excelled in migrating processes, enhancing risk management, and boosting client satisfaction through effective team management.
Possess excellent communication skills with exceptional relationship management & team supervision capabilities.
Overview
7
7
years of professional experience
Work History
Associate Process Manager
EClerx Services Private Ltd
Navi Mumbai
05.2019 - Current
- Migrated process from the onshore UK team on daily calls & conducted training internally for team.
- Supporting front office team & performing risk management activities such as Equity trade reconciliation & generating invoices.
- Investigation & resolution of client fails through various means, including daily interaction with trading desk, sales desk & front office groups to ensure prompt resolutions.
- Generation of monthly invoices of the research commission into the system & following up on the payments.
- Extracting monthly statements & sending to the clients to confirm the balance.
- Dealing with client queries & requests demonstrating process improvements & escalating pending issues to the management.
- Weekly risks calls with UK & US onshore team to update the status on pending client files & their resolutions which captures in the report.
- Basic understanding of Fund Accounting concepts including NAV calculation, reconciliation, and financial reporting.
- Good understanding of accounting principles and financial reporting.
- Familiar with investment accounting processes and fund operations.
- Knowledge of mutual funds, hedge funds, and portfolio accounting basics.
Education
Bachelors In Commerce -
KM Agrawal College
Higher Secondary School Certificate -
KM Agrawal College
Secondary School Certificate -
Guru Nanak English High School
Skills
Strategic Planning
Communication skills
Team Management
Reporting & Documentation
Reconciliation
Timeline
Associate Process Manager
EClerx Services Private Ltd
05.2019 - Current
Bachelors In Commerce -
KM Agrawal College
Higher Secondary School Certificate -
KM Agrawal College
Secondary School Certificate -
Guru Nanak English High School