Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
Timeline
DECLARATION
DECLARATION

Rakesh B N

Team Lead, Officer
Bangalore, Karnataka,India

Summary

Finance professional with over 6.10 years of work experience in Transfer Agency Dividend Operations/Investor Services skilled in Cash operations, Reporting, Reconciliation, Distribution and Commissions operations with successful career managing risk and expert in team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.



Overview

3
3
Languages
6
6
years of post-secondary education
7
7
years of professional experience

Work History

Team Lead, Officer

Northern Trust
Pune, Maharashtra, India
10.2021 - Current
  • Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
  • Developed monthly and daily production output plans to deliver on customer service..
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Coached team members in techniques necessary to complete job tasks.
  • Escalation point for unresolved issues or queries for india Team.
  • Cross-trained existing employees to maximize team agility and performance.
  • Onboarded new employees with training and new hire documentation.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.
  • Executed regular process updates to reduce discrepancies and enhance scheduling across production calendars and programs.
  • Approved regular payroll submissions for employees.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
  • Delivered feedback to decision-makers regarding employee performance and training needs.

Technical Coordinator

Northern Trust
Pune, Maharashtra, India
08.2019 - 09.2021
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
  • Supervised and guided new partners on process and responded quickly to questions, which improved understanding of job responsibilities.
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.

Senior Analyst

Northern Trust
Pune, Maharashtra, India
04.2017 - 07.2019
  • Mapped processes to holistically examine business flow and identify improvement opportunities.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Applied knowledge of data modeling and statistical analysis to note trends and draw conclusions.

Analyst

Northern Trust
Bangalore , Karnataka, India
06.2015 - 03.2017
  • Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
  • Improved business direction by prioritizing customers and implementing changes based on collected feedback.
  • Identified process inefficiencies through gap analysis and outlined sensible solutions.

Education

Bachelor of Commerce: Finance, Business & Accounts

PES Degree College, Bangalore
01.2012 - 01.2015

Class XII: Commerce

PES College, Bangalore
01.2010 - 01.2012

Class X

SSM Public School, Bangalore
01.2009 - 01.2010

Skills

    Staff Management

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Additional Information

During my tenure with the current organization i have worked on the below areas /Teams:

Distributions:

#Responsible for calculation of dividends, Dividend Payments to investors, Reinvestment of distribution payments, Handling Client Queries and Process of Handling clients deceased proceeds.

#Review and approval of Distribution rates, Review and approval of Distribution Bacs payments and international/Manual payments .

Commissions & Rebates:

#Responsible for calculation of Initial and renewal commissions and AMC rebates and also making payments to agents.

#Responsible for making for Invoice payments to agents.

Regular saves and Withdrawals:

#Responsible for collection of amount from investors bank accounts (Regular savers) and for making regular payments to investor bank accounts as per the request (Withdrawals)

#Handling investors Queries and coordinating with banks to ensure smooth collection and payments.

Accomplishments

    #Recognized & rewarded for contribution towards UAT testing.
    #Successful process migration from Bengaluru to Pune in 2017.
    #Been part of successful On-boarding of new clients and streamlining of process.
    #Recognized & Rewarded for best performances.
    #Successful handling of six years transfers project and various Remediation projects.
    #Successful migration of GOM activities from London to India in 2019.

    #Successfully managed the Audit for UKTA

Timeline

Team Lead, Officer - Northern Trust
10.2021 - Current
Technical Coordinator - Northern Trust
08.2019 - 09.2021
Senior Analyst - Northern Trust
04.2017 - 07.2019
Analyst - Northern Trust
06.2015 - 03.2017
PES Degree College - , Bachelor of Commerce: Finance, Business & Accounts
01.2012 - 01.2015
PES College - , Class XII: Commerce
01.2010 - 01.2012
SSM Public School - , Class X
01.2009 - 01.2010

DECLARATION

I do hereby declare that the above information is true to the best of my knowledge.

Rakesh B N

DECLARATION

I do hereby declare that the above information is true to the best of my knowledge.


Rakesh B N

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