Purushothaman M
Chennai
Summary
Experienced professional with a strong background in team management, customer relationship management, and process improvement. Proven ability to enhance MIS and KPI reporting accuracy and efficiency through automation, reducing manual efforts. Adept at conducting root cause analysis, developing SOPs, process maps, and checklists. Skilled in quality audits, strategic planning, decision making, and client coordination. Demonstrated expertise in operations management, trade reconciliation and settlement, collateral reconciliation, and MIS reporting. Committed to team building and training to drive organisational success.
Overview
2
2
Languages
16
16
years of professional experience
Work History
Assistant Vice-President
BNP Paribas
Chennai
10.2022 - Current
- Lead 10-person team providing trade matching and settlement services to Paris and Brussels clients.
- Conduct performance reviews to identify improvement areas and strengthen team excellence.
- Streamline internal communication to improve team collaboration daily.
- Act as intermediary between client and broker for accurate trade instructions.
- Maintain timely matching and settlement with precise trade values.
- Resolve complex discrepancies to keep settlements accurate and on schedule.
- Handle escalations and queries, responding within tight service timelines.
- Coach and motivate team members to deliver professional customer service daily.
- Coordinate regular updates between operational staff, spokes, and team members for workflow.
- Generate daily and monthly reports for performance tracking and control.
- Drive process improvements and automation to remove friction in operations.
- Prepare audit reports with findings and actionable recommendations for management review.
Associate Manager in Investment Banking operations
State Street HCL Services
Chennai
02.2017 - 10.2022
- Migrated the Collateral reconcilaition process from onshore (North America) to chennai and managed the team of 15 members, ensuring compliance with intraday deadlines.
- Managed reconciliation project activities from business transition through process implementation.
- Managed due diligence for complex North America client transitions and conversions daily.
Transitioned 5+ clients into recon workflows, setting up and validating systems.
Led large teams to deliver client conversion outcomes across the SSHS JV. - Analyze and approve new processes, coordinating reviews within team and management.
- Panel member for taking interviews, recruited 10+ members to the JV at various levels.
- Taking care of Management reporting activities like MIS, KPI, Break file, Governance Pack on monthly wise and share it to Onshore team.
- Handling one-on-one, appraisals, providing feedback, goal setting, and performance improvement plan.
- Conduct internal quality audits on development delivery and implementation quality standards compliance and regular performance reviews, identifying areas for development and rewarding achievements.
- Documenting and standardizing the process with Process Maps, SOP, Checklists, and Control points.
- Responsible for Root Cause Analysis, timely feedback on the health of the process to the operation with effective recommendation for action plan.
Analyst
Wipro Ltd- India
04.2014 - 12.2016
- Client : Citigroup Global Markets Ltd (Investment Banking)
- Trade Processing Group: Reconciliation of SBL (Stock Borrow and Lending) Billing monthly statements, Daily trade Reconciliation
- Handling the Contract compare Process
- Identifying the reasons for the breaks or exceptions in contract compare.
- Ensure that the aged items are minimal; in line agreed KPI’s with the client.
- Monitor TLM Breaks (Mismatch in Ledger posted against statement debits/credits).
- Managing the communication between on shore and off shore operations areas when service interrupts occur.
- Explaining the client and Onshore Team about the various reasons for the outstanding bills and Breaks in weekly call.
Accounts Executive
Gem Granites Private Limited
Chennai
05.2011 - 03.2014
- Managed computerized accounting using Tally.ERP9.
- Monitored and controlled branch and HO inventory movements daily.
- Liaised with the bank daily and produced bank reconciliations statements.
- Collected and verified accounts from quarries and factories.
- Reviewed customer outstanding statements and confirmed verified balances.
- Scrutinised expenses accounts, payables, and receivables.
Education
Bachelor of Arts - Commerce
JHA Agrasen College
01-2011
HSC - Commerce and Business Maths
Kannada Sangha higher secondary school
01-2008
SSLC - Maths, English, Tamil, Science and Social
Kannada Sangha higher secondary school
01-2006
Skills
- Team Management
- Customer Relationship Management
- Process Improvement
- Automation to reduce the Manual efforts
- Enhanced MIS and KPI reporting accuracy and efficiency
- Root Cause Analysis
- SOP / Process Maps / Checklists
- Quality audits
- Team building
- Employee training
- Strategic planning
- Decision making
- Client coordination
- Team building and training
- Operations management
- Trade reconciliation
- Trade settlement
- Collateral reconciliation
- MIS reporting
Accomplishments
- Awarded star performer, best performer, Xtra miler and spot awards several times for being a good team player, troubleshooting issues, maintaining accuracy, and reengineering processes to improve accuracy and reduce time/effort.
- Recipient of the O infinity award from SSHS for 4 consecutive years.
- Top ratings consecutively for past 4 years in performance appraisals.
- Automated many manual works through macros with help of automation team, resulting in time and effort savings for the client.
- Won spot award and star award for excellence in performance in Wipro.
- Received appreciation mails consistently from trading desk (traders).
Languages
English
Tamil
Custom Section
- Working under pressure; never a serious issue.
- Never ending drive to do things a better way.
- Passion for quality and perfection.
- Growing interest to learn new things to build more efficient process techniques.
- Self-motivated and good team player.
- Attendance was and will never be an issue.
Personal Information
- Father's Name: Mr. Munuswamy K
- Mother's Name: Mrs. Naga Lakshmi
- Spouse Name: Mrs. Jayashree
Hobby and interests
- Playing Cricket
- Hanging out with Friends
Disclaimer
I hereby declare that all the information that I have provided above is true to my knowledge.
Timeline
Assistant Vice-President
BNP Paribas
10.2022 - Current
Associate Manager in Investment Banking operations
State Street HCL Services
02.2017 - 10.2022
Analyst
Wipro Ltd- India
04.2014 - 12.2016
Accounts Executive
Gem Granites Private Limited
05.2011 - 03.2014
Bachelor of Arts - Commerce
JHA Agrasen College
HSC - Commerce and Business Maths
Kannada Sangha higher secondary school
SSLC - Maths, English, Tamil, Science and Social
Kannada Sangha higher secondary school