Summary
Overview
Work History
Education
Certification
Timeline
Generic

Ramesh Polisetty

Assistant Project Manager - Fintech Service Delivery
Hyderabad

Summary

Experienced and self-motivated Assistant Project Manager (Service Delivery) Fin-tech projects, with ten years of experience serving clients across globe. Adept in all aspects of project management including budget management, and co-ordinating all working parts of project. Experience in handling a team of 80 + members and facilitating process & orientation training sessions to 500+ members.

Overview

10
10
years of professional experience
3
3
years of post-secondary education
3
3
Certifications

Work History

Assistant Project Manager

iMerit Technology Pvt Ltd
Kolkata
06.2021 - Current


  • Managing Service Delivery for high-profile global financial accounts, which includes US large Financial Media company, Hedge fund company, Big 4, REITs Investment Management company, Private Equity company, SaaS Platform company and Insurance company.
  • Provide & suggest solutions and help create accurate data sets for building AI/ ML models with Natural language processing, Search Relevance, BBOT generation, Data Standardization and Data annotation processes for Fintech clients on various client platforms, terminals, and VM ware.
  • Managing and dealing with Investor services, account setup, maintaining account, Issue of Dividend Check, Handling wring instruction, Redemption of Share, Trade Settlement, Transfer of Shares, KYC, AML, Tax Update, FATCA and CSR declarations of various investors from Stock Market and Mutual Funds of APAC, EMEA, North America and Oceanic
  • Help in Pre and post processing of data post annotation services as per client requirement by running Python Scripts to deliver in Json, CSV or XML formats.
  • Finalizing Pricing and SOW terms and conditions for various clients.
  • Ensure healthy project performance through efficient crisis management & risk management.
  • Participate in internal and external business reviews.
  • Provide & suggest solutions and help create accurate data sets for building Al/ ML models with Natural language processing, Search Relevance generation, Data Standardization and Data annotation processes for Fin-tech Clients on various client platforms and terminals.



Operations & Training Lead

Kfintech Pvt Ltd
Hyderabad
06.2013 - 04.2021
  • Worked in matrix management environment with oversight of division level managers, operations, and training.
  • Handling a team of 25 members and New Hire Process Training.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Ensuring that all Trading/Dealing Transactions captured and processed accurately in a timely manner as per SLA.
  • Identifying the gaps in resources in SOP’s and working on various process improvement initiatives.
  • Handling Transaction requests related to Transfer & Selling of shares, Auto Debit & Credit {ACH-Debit A Credit), Corporate Actions, Employee Stock Purchase Plan, Dividend Reinvestment Plan, Optional Cash Purchase, Lost shareholder services, Proxy, W9 and W8 certifications.
  • Working on daily Auto Debit & Credit (ACH-Debit & Credit) request reports and reconciling.
  • Collect and document data, including: alerting activity, account information, transactional data, KYC information, politically exposed person (PEP) status and any other required information to assist in the investigation.
  • Handled team who use to work on PPP (Paycheck Protection Program) Loans, both first and second draw loans.


Tax Consultant

Deloitte Tax LLP
Hyderabad
08.2012 - 05.2013
  • Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
  • Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
  • Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
  • To work on Taxation of U. S. and Canada {North Americal Individuals, Fiduciaries and Corporate.
  • Tax and Tax Returns filing in IRS website an behalf of clients.
  • To co-ordinate with U. S. CPA's in taxation engagement activities.

Education

Bachelor of Arts - Commerce & Computers

Osmania University
Hyderabad
07.2005 - 07.2008

Certification

Project Management with PRINCE2 (Workshop)

Timeline

WEALTH MANAGEMENT MODULE (NSE)

12-2022

Interactive Dashboards (Workshop)

02-2022

Project Management with PRINCE2 (Workshop)

09-2021

Assistant Project Manager

iMerit Technology Pvt Ltd
06.2021 - Current

Operations & Training Lead

Kfintech Pvt Ltd
06.2013 - 04.2021

Tax Consultant

Deloitte Tax LLP
08.2012 - 05.2013

Bachelor of Arts - Commerce & Computers

Osmania University
07.2005 - 07.2008

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Ramesh PolisettyAssistant Project Manager - Fintech Service Delivery