Summary
Overview
Work History
Education
Skills
Profile Snapshot
Careeraspiration
Coursescertifications
Visa
Personal Information
Languages
Certification
Timeline
Generic

Raunak Baid

Kolkata

Summary

Performance-driven Vice President with [Number] years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vice President

JP Morgan
  • As the VP Lead across MBM I lead the Setup Team which consists of 45 people and I am responsible for the team's daily performance and well as their individual career mapping
  • Working closely with the Product and Client Services Team on the KPI/KRI for the team as well.

Vice President

JPMorgan Chase Bank, N.A.-Philippine Global Service Center
  • As the Expat Global VP Lead for Agency Collateral Onboarding Teams my primary role was to manage the Global Account Setup/ Maintenance requests for Clients across regions for Collateral Product
  • In the role I used to lead the MBM Setup Team which consists of 45 people and was responsible for the performance as well as their individual career mapping
  • Working closely with the Product and Client Services Team on the KPI/KRI for the team as well.

Sr. Associate

JPMorgan Chase Bank, N.A.-Philippine Global Service Center
07.2016 - 03.2019
  • As the overall functional lead my primary responsibility was to run the day to day operations for transaction processing for Mutual fund Business across Fund Services
  • Responsible for end to end process management & flawless delivery, change management & process improvement hackathons, provide training on industry/product knowledge to the Teams
  • Implement development plans for staff and liaise with internal teams to see how we can enhance the overall client experience
  • Part of the Operating Committee here in Manila to develop local talent
  • Part of various projects and initiatives across People/Process to achieve better Attrition Rates
  • Have now been given the additionally responsibly to oversee the APAC books of business and see how to align the teams from different regions with a pass the book model
  • Running a Team of close to 35 people across APAC regions for Trades Capture.

Associate (Manager)

JP Morgan
06.2009 - 06.2016
  • Successfully formed a centralized Derivatives team which resulted in efficiency, better Controls and have better deliverables for each client groups
  • Migrated the Derivatives reconciliation process from the United States in 2011 successfully without any issues and errors reported during or post Migration
  • Successful completion and implementation of global project of phase1 - Instruction Management (IM) and still working towards the completion of phase 2
  • The Instruction Management (IM) system was developed to move away from traditional custody trade processing logic towards fund accounting specific trade processing
  • Ensuring the completeness of technology build on IM around Futures and Options
  • Testing the tech provided scripted securities wise and submitting results
  • Outlining plan for parallel testing on live environment from operations point.

Finance Officer

Landmark Creators Pvt Ltd
01.2006 - 07.2007
  • Maintaining and looking after the Books of Accounts of the Organization
  • Forecasting and Capital Budgeting for the Organization
  • Negotiated and finalized orders for international collaborations
  • Managing financial issues of the Organization.

Education

Kolkata

Skills

MS DOS, WINDOWS

HTML, BASIC

MS Office, WINS

Coaching and Mentoring

Strategic Planning

Team Leadership

Decision-Making

Process Improvement

Negotiation and Persuasion

Presentations

Business Development

Staff Development

Policy and procedure development

Operational leadership

Operational management

Interpersonal Skills

Project Oversight

Profile Snapshot

Postgraduate in Finance and Marketing - International School of Business & Media- 2009, Overall 13+ years of experience in all types of financial Products. SME in Fund Accounting, Trade Capture and Collateral Account Setups. Recently concluded a 5 and a half years stint in an Expat role in Manila Philippines, leading Trades Capture/ Validation and subsequently the Account Setup Team. Led and Successfully completed end to end process automation for Trades Capture and validation using Xceptor & Robotics Tool across MBM leading to 108 FTE saves Benefit and elimination of manual redundant activities. Leading big teams with diverse culture and ethnicity across MBM. Expertise in Robotics Automation Solution. Achieved significant process automation across various functions within the team which led to achieve saves of 90 FTE's across MBM for 2017/18. Completed Successful reverse migration of Client Communications to New York from Manila/Bangalore in 2017. Awarded the best performing Associate for the year 2017/18. Experience in handling both global process migration and reverse migration to and fro Onshore Locations including the United States. Resiliency planning & BCP. Expertise in handling/implementing global change management initiatives/project. Successful Completed migration of ETD Recons to Bangalore from Boston in 2014.

Careeraspiration

As a Financial Professional with experience in working with one of the world's largest bank, currently seeking a position that would provide opportunities for personal and professional growth from a knowledge standpoint.

Coursescertifications

  • Member of the Indian capital market
  • Successfully completed NCFM (NSE Certification In Financial Market) Dealers Module and Securities Market Module

Visa

Holding 10 yr valid US visa (B1)

Personal Information

  • Passport Number: E4018869
  • Father's Name: Shanti lal Baid
  • Date of Birth: 09/29/83
  • Marital Status: Married

Languages

English, Hindi, and Bengali

Certification

Member of the Indian capital market

Timeline

Member of the Indian capital market

01-2024

Sr. Associate

JPMorgan Chase Bank, N.A.-Philippine Global Service Center
07.2016 - 03.2019

Associate (Manager)

JP Morgan
06.2009 - 06.2016

Finance Officer

Landmark Creators Pvt Ltd
01.2006 - 07.2007

Vice President

JP Morgan

Vice President

JPMorgan Chase Bank, N.A.-Philippine Global Service Center

Kolkata

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