Rishi Kumar
Pune
Summary
Accomplished Senior Associate at BNY Mellon, adept in data analysis and team management. Excelled in client service delivery, handling major accounts like Fidelity, and leading project Jet's income migration. Proven expertise in ECRM/inquiry management and post-payment reconciliation, significantly enhancing process efficiency and client satisfaction.
Overview
8
8
years of professional experience
Work History
Senior Associate
BNY Mellon
06.2022 - Current
- Handled the Income payments function for the client Fidelity as the POC including client calls
- Managed the Client Inquiry team for Income and Corporate Actions processing and Post processing functions
- Handled client calls and calls with internal teams for process efficiency
- Managing client expectations with regards to the Income and Corporate Action Payment functions for locations across the globe through handling on emails, escalations and service matters
- Proven record of efficiently managing eCRM inquiries from clients and internal teams for Income and GCE
- Managed Blackrock’s Agency Lending payments for Corporate Actions
- Worked on Corporate Actions claims for Bank, Agency and Market claims across global locations
Associate II (Senior Analyst)
BNY Mellon
06.2020 - 05.2022
- Worked on the Client Inquiries for Income function
- Reviewing and approving Payment processing to client accounts
- Handled major clients like Fidelity and Franklin Templeton as POC for Income globally
- Was part of Project Jet for Fidelity and handled their income part of their migration
Associate (Analyst)
BNY Mellon
09.2018 - 05.2020
- Handled inquiries for clients as part of Income processing and Post Payment function for global markets
- Worked on pre balancing of events and post processing for Income events
- Prepared data analysis for the client inquiry team
Operations Executive
BNY Mellon
10.2016 - 08.2018
- Worked on pre balancing of events and post processing for Income events
- Handled inquiries for clients as part of Income processing and Post Payment function
Education
MBA - Finance
Savitribai Phule Pune University
12.2016
B.Com - Banking & Finance
Savitribai Phule Pune University
12.2014
HSC -
12.2011
SSC -
12.2009
Skills
- Team Management
- Microsoft Excel
- Data Analysis
- ECRM/Inquiry Management
- Client Service Delivery
- Prepayment Balancing
- Post Payment reconciliation
- DTCC
- Euroclear
- SPO Claims
- TLM
- Lending & Claims
- MS Powerpoint
- Performance monitoring
- Project coordination
Languages
- English
- Hindi
- Marathi
Projects
- Worked as part of Project Jet for client Fidelity for their asset migration to BNY and manage the Income projection and payments as part of the migration.
- Worked as POC for Income & Corporate Actions for eCRM application testing and implementation.
- Worked on merger of Corporate Actions Lending & Claims team into 1 team from across all locations.
- Was part of Fix Message project for Blackrock's agency lending breaks for Corporate Actions and Income
Professional Recognitions
- 2025 - 1 client recognition from Blackrock
- 2024 - 4 VIPS recognitions, 1 client recognition by Blackrock
- 2023 - 20 Client Awards (VIP recognitions), 2 internal recognitions
- 2022 - 7 Client Awards including 1 Service Excellence Award by Fidelity
- 2021 - 9 Client Awards including 1 Service Excellence Award by Fidelity
- 2020 - 5 WoW recognitions
- 2019 - 6 WoW recognitions
- 2018 - 3 WoW recognitions
- 2017 - 2 WoW recognitions, 1 Spot award
- 2016 - 1 WoW recognition
Hobbies Activities
- Photography - Astrography, Night Photography, Wildlife Photography
- Ancient History
- Quizzing - Won multiple quiz competition during school and college including 2 all India quiz competitions
Timeline
Senior Associate
BNY Mellon
06.2022 - Current
Associate II (Senior Analyst)
BNY Mellon
06.2020 - 05.2022
Associate (Analyst)
BNY Mellon
09.2018 - 05.2020
Operations Executive
BNY Mellon
10.2016 - 08.2018
MBA - Finance
Savitribai Phule Pune University
B.Com - Banking & Finance
Savitribai Phule Pune University