Rakesh G
Chennai
Summary
Dynamic Team Lead at State Street Bank with a proven track record in operations management and client support. Expertly enhanced team productivity and client satisfaction through effective communication and conflict resolution. Recognized for delivering insightful MIS reports and driving process improvements, ensuring timely solutions to complex issues.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Team Lead
State Street Bank
Chennai
08.2022 - Current
- Fostered positive work environment through teamwork, open communication, and employee recognition initiatives.
- Handled client escalations promptly, ensuring timely solutions to issues.
- Investigated high-value trade discrepancies with respective teams, prioritizing resolution efforts.
- Published daily MIS and weekly reports for management review, highlighting key insights.
- Managed risks and mitigated potential issues via proactive planning and timely decision-making.
- Maintained strict confidentiality while handling sensitive client information throughout investigations.
- Liaised with trading desks and portfolio managers for seamless execution during corporate events.
- Led a team of 18 employees effectively in a hybrid work environment.
- Managed daily workflows to optimize productivity and efficiency standards.
- Analyzed performance metrics to identify areas for operational improvement.
Assistant Manager
ICICI Direct
Chennai
10.2019 - 07.2022
- Coordinated intraday and delivery calls with clients in Equity and Derivative segments.
- Resolved queries on trade order execution, IPO allotment, and mutual fund investments.
- Managed over 2000 clients, delivering tailored financial advice and investment strategies.
- Reactivated trading accounts through KYC processes and sourced new accounts from existing clients.
- Provided comprehensive support for application usage and terminal operations.
- Prepared monthly and quarterly MIS reports while strategizing on improvements.
- Educated clients on diverse investment strategies to enhance decision-making capabilities.
- Conducted research to identify undervalued stocks for investment opportunities.
Relationship Manager
ICICI Direct
Mumbai
06.2018 - 10.2019
- Improved client satisfaction by promptly addressing inquiries and resolving issues related to their accounts or transactions.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Improved portfolio performance by identifying and executing profitable trades based on technical and fundamental analysis.
- Managing over 1200 clients and providing financial advices and investment plans.
Education
Post-graduation Diploma in Management - Finance
S.I.E.S College of Management Studies
Mumbai, India04.2018
B.Com - Accounting And Finance
S.I.S. College of Arts, Science and Commerce
Mumbai, India04.2016
Skills
- Operations Management
- Documentation and reporting
- People Management
- Client Support
- Decision-Making
- Excellent Communication
- Daily MIS reporting
- Team leadership
- Time management
- Process improvement
- Conflict resolution
- Operations management
- Workflow management
- Problem-solving
Certification
- NISM 5A: Mutual fund distributor's certification, 10/01/18
- NISM 8: Equity derivative certification, 12/01/18
Accomplishments
- Won 3 contest in organization amongst them 1 was international trip (2018 & 2020).
- Ranked amongst top 5 RM's in pan India on the basis of my targeted score card achievement (2018-2019).
- Awarded for highest number of monthly customer Activation and Revenue generation on the same. (2019).
- Awarded with a title as 'Game Changer' as under my leadership we rebuild the process in the path to bring client live from red to green.
Languages
English
First Language
Tamil
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Malayalam
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Timeline
Team Lead
State Street Bank
08.2022 - Current
Assistant Manager
ICICI Direct
10.2019 - 07.2022
Relationship Manager
ICICI Direct
06.2018 - 10.2019
Post-graduation Diploma in Management - Finance
S.I.E.S College of Management Studies
B.Com - Accounting And Finance
S.I.S. College of Arts, Science and Commerce
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