Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

RAMITHA BIKRAM K

Chennai

Summary

Investment management expert with 7 years of experience in IRA and middle office operations, focusing on trade matching, settlement, booking, and reconciliation. Recognized for outstanding results in relationship management and account acquisition. Proven ability to thrive in high-pressure environments while enhancing organizational efficiency. Highly motivated with a strong work ethic and adaptability, capable of mastering new skills quickly.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Team Lead IRA

WELLS FARGO INTERNATIONAL SOLUTION PRIVATE LIMITED BANGLORE
Bangalore
11.2021 - 03.2023
  • Reviewed service requests for cash and securities movement between brokerage, IRA, and bank accounts based on account capacity.
  • Secured approvals following IRS guidelines, internal policies, and government restrictions for diverse account types.
  • Managed payment methods such as Automated Clearing House (ACH), journal entries, and check disbursements.
  • Processed transactions including distributions, contributions, rollovers, custodial transfers, and Roth conversions.
  • Proactively contacted clients or investment managers regarding pending actions or uncertainties.
  • Delivered exceptional member service to internal and external teams via email and phone communication.
  • Verified paperwork and updated client account profiles while lifting necessary restrictions.
  • Developed a central repository macro to consolidate error tracking and updates for team accessibility.

Senior Associate Level II

BNP PARIBAS
Chennai
05.2016 - 10.2021
  • Executed pre-matching of all trades on trade date via CTM and manual methods, ensuring accurate swift instructions and bookkeeping entries were sent to custody for settlements.
  • Processed funds for sensitive clients on the same day within cut-off times to meet client requirements.
  • Managed daily securities settlement operations for equity and fixed income trades across domestic and international markets.
  • Monitored high-value trades, ensuring pre-matching at market prior to settlement date with adequate stock and cash coverage.
  • Resolved trade discrepancies through diligent tracking of incorrect SSI details, security lending issues, and insufficient holdings or funds.
  • Documented trade fails accurately, escalating issues to business lines and senior management as necessary.
  • Updated team on process improvements regularly while maintaining process documentation and signing off quarterly.
  • Conducted thorough investigations of trade break queries raised by Operations, ensuring timely analysis and resolution.

Education

MBA - Finance & Marketing

Panimalar Engineering College
Chennai
01.2016

B.COM GENERAL - Commerce

Bhakthavatsalam Memorial College For Women
Chennai
01.2014

Skills

  • Smart Station 20 and Web Ops
  • Transaction lifecycle management
  • SWIFT messaging (MT 102, MT 103, MT 599, MT 210)
  • Hiport, Hobart, and BETA applications
  • Team leadership
  • Client communication
  • Training development
  • Problem solving
  • Employee training

Certification

  • JUNE 2024 - Equities and Derivatives VII- certified by NISM
  • MAY 2025 - Research Analyst XV -certified by NISM

Timeline

Team Lead IRA

WELLS FARGO INTERNATIONAL SOLUTION PRIVATE LIMITED BANGLORE
11.2021 - 03.2023

Senior Associate Level II

BNP PARIBAS
05.2016 - 10.2021

MBA - Finance & Marketing

Panimalar Engineering College

B.COM GENERAL - Commerce

Bhakthavatsalam Memorial College For Women

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