Riddhi Jaiswal
Mumbai,India
Summary
Dedicated Senior Associate with 3 years & 9 months of experience in financial services and operations. Proven expertise in Microsoft Excel, financial reporting, and working under pressure. Adept at fostering strong client relationships and delivering exceptional service. Committed to continuous growth and seeking opportunities to enhance leadership skills and build high-performing teams.
Overview
4
4
years of professional experience
4041
4041
years of post-secondary education
Work History
Senior Associate
SS&C DST Worldwide Services
12.2019 - 10.2023
- Handling Mutual Funds of UK
- Review Client and Broker’s instruction for an investment in which we receive instruction for opening and closing of account, Deposit, Redemption
- Managing the Valuation point deadline without escalation
- Always ensuring to meet SLA for non-Valuation Point items
- Processing Anti Money Laundering of Individuals, Corporate, LLP and Trust
- Provide system and process training to new joiners
- Knowledge and experience in application like Dow Jones, Company house, experian
- Raising SAR (Suspicious Activity Report) on Risk Online for suspicious clients, Processing clients Due Diligence and PEP Compliance
- Processing Client/Broker’s request related to Withdrawals, Deposit and maintain client's account
- Adding Power of Attorney’s and Letter of Authority on account for individual, trust and limited companies
- Successfully migrated Letter of Authority process from UK
- Quality Check of process- Letter of Authority, Power of Attorney, deposit, withdrawal and all the amendments related to client’s account
Education
M com - Masters in accounting and finance
S.M SHETTY COLLEGE OF SCIENCE COMMERCE & ECONOMICS
Mumbai Bachelor - Banking and Insurance
S.M SHETTY COLLEGE OF SCIENCE COMMERCE & ECONOMICS
Mumbai Skills
- Good communication skill
- Determination to succeed at work
- Sincere and hardworking
- Maximum utilization of technical knowledge
- Team player with leadership qualities
- Good business adaptability
- Ability to meet deadline
Personal Information
- Date of birth: 07/02/97
- Gender: Female
- Marital status: Married
Languages
English
Intermediate
B1
Timeline
Senior Associate
SS&C DST Worldwide Services
12.2019 - 10.2023
M com - Masters in accounting and finance
S.M SHETTY COLLEGE OF SCIENCE COMMERCE & ECONOMICS
Bachelor - Banking and Insurance
S.M SHETTY COLLEGE OF SCIENCE COMMERCE & ECONOMICS
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