Rajat Bajpai
Bengaluru
Summary
Dynamic Analyst with a strong track record at J P Morgan Services India Pvt Ltd, recognized for exceptional analytical thinking and problem-solving abilities. Achieved a 25% efficiency gain through innovative automation solutions. Proven expertise in cross-functional collaboration and commitment to continuous learning, ensuring accuracy and compliance in financial processes.
Overview
9
9
years of professional experience
Work History
Analyst
J P Morgan Services India Pvt Ltd
Bengaluru
08.2022 - Current
- Lead the calculation and distribution of residual payments for deceased accounts, ensuring accurate and timely disbursement to beneficiaries.
- Utilize mathematical and financial modeling techniques to calculate residual payments based on fractional ownership positions of deceased clients' investment portfolios.
- From my end, there have been no errors in Residual Processing to date, demonstrating a consistent track record of accuracy and attention to detail.
- Successfully completed training for the new joiners in Residual Processing, handled queries related to the process on a daily basis, and earned all positive feedback from trainees.
- Implement automation ideas, and liaise with the technology team to streamline residual payment calculations for deceased accounts, increasing efficiency by 25%.
- Collaborate cross-functionally with the internal legal team, stakeholders, and process owner to address any legal or administrative requirements, and ensure smooth processing of payments to beneficiaries.
- Act as a quality checker for other team members' tasks related to residual payments for deceased accounts, ensuring adherence to standards, and accuracy in calculations.
- Ensure compliance with internal policies governing residual payments for deceased accounts, conducting regular audits and reviews to maintain integrity in the process.
- Provide comprehensive support to beneficiaries regarding residual payment inquiries, offering clear explanations, and timely assistance to ensure a positive client experience.
- Drive process improvements through the identification of opportunities and the implementation of solutions, fostering a culture of continuous improvement within the department.
- Conducted thorough beneficiary research for deceased clients' CWM brokerage accounts, ensuring accurate identification and verification of beneficiaries.
- Utilized a variety of sources, including legal documents, account records, and legal representatives, to gather necessary information.
- Implemented efficient procedures for beneficiary research and documentation, ensuring compliance with regulatory requirements and internal policies.
- Demonstrated sensitivity and professionalism in handling confidentiality concerns.
Assistant Manager
NSDL Payments Bank Ltd
Lucknow
09.2019 - 08.2022
- Managing the team and handling the sales allocation of mutual funds from IFAs, who are sub-brokers for the organization.
- Provide training and a presentation to the advisors about mutual funds and other products that are offered by our organization.
- Educate IFAs about the digital platform for mutual funds and other products on the web portal/mobile app, and convert them into productive assets for the organization.
- Executed the best services for advisors regarding their queries and sales-related concerns, which helped them convert clients for investment.
- Involved in the Penny Drop Service, where stock brokers can utilize the smooth account opening and verification process to onboard clients.
- Provide end-to-end services, which start from account opening to later services of transactions.
- Coordinate with brokers (including advisors) and the technology team for their queries related to the Penny Drop Service, which continues to convert them for the 3-in-1 account service.
- Describe and cross-sell the Banking Outlet Model to our sub-advisors, which involves the account opening process for the bank, along with all market-related products available with the organization.
Analyst
LIC Mutual Fund Asset Management Ltd.
Lucknow
02.2019 - 09.2019
- Managed the sales allocation of mutual funds from the IFA channel and from banking partnerships.
- Provide better services to advisors (IFAs) and direct investors as well, and be conscious of their needs.
- Addressed queries and provided effective solutions to IFAs regarding products
Sales Executive (Randstad Role)
PRINCIPAL PNB AMC PRIVATE LIMITED
Lucknow
01.2018 - 02.2019
- Generating sales of mutual funds from the banking channel (PNB) and providing services related to their investments.
- Allocate business from all Lucknow PNB branches, and coordinate with branch staff to achieve maximum output.
- Seeking investors need to provide them with the best investments for their future planning.
Analyst
ICICI BANK LIMITED
Lucknow
12.2016 - 02.2019
- Acquisition of new clients for Current Accounts, as well as Savings Accounts.
- Leading and providing services related to their account, and cross-selling other products.
- Team support in other product assignments, and coordinate with other bank staff.
Client Account Officer
INDUSIND BANK LIMITED
New Delhi
10.2015 - 10.2016
- Sales allocation of bank and third-party products to the existing clients across PAN India.
- Coordinated responses to client inquiries regarding purchased products.
- Team support in other product assignments.
Education
Certified Investment Banking Operations - Securities and Derivatives
Imarticus Learning.
Lucknow, India01.2022
Masters of Commerce -
R.R.P.G. College Amethi, RMLAU.
Amethi, India01.2014
Bachelors of Commerce -
D.A.V. College Kanpur, CSJMU.
Kanpur, India01.2012
Senior Secondary -
H.A.L School Korwa
Amethi, India01.2009
High School -
H.A.L School Korwa
Amethi, India01.2007
Skills
- Ability to work in a very challenging environment
- Continuous learning
- Enthusiastic
- Ethical
- Flexible
- Positive
- Winning approach
- Creative mind
- 'will do' attitude
- Analytical thinking
- Problem Solving
- Communication Skills
- Presentation Skills
Hobbies and Interests
- Cooking
- Exploring New Places
- Interacting New People
Languages
- English
- Hindi
Personal Information
Title: Analyst
Accomplishments
- Awarded 4 times in VP quarterly and monthly R&R for best accuracy and team work.
- Awarded in Executive Director's Q4 townhall in 2023.
Timeline
Analyst
J P Morgan Services India Pvt Ltd
08.2022 - Current
Assistant Manager
NSDL Payments Bank Ltd
09.2019 - 08.2022
Analyst
LIC Mutual Fund Asset Management Ltd.
02.2019 - 09.2019
Sales Executive (Randstad Role)
PRINCIPAL PNB AMC PRIVATE LIMITED
01.2018 - 02.2019
Analyst
ICICI BANK LIMITED
12.2016 - 02.2019
Client Account Officer
INDUSIND BANK LIMITED
10.2015 - 10.2016
Certified Investment Banking Operations - Securities and Derivatives
Imarticus Learning.
Masters of Commerce -
R.R.P.G. College Amethi, RMLAU.
Bachelors of Commerce -
D.A.V. College Kanpur, CSJMU.
Senior Secondary -
H.A.L School Korwa
High School -
H.A.L School Korwa
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