Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic
Rahul Mishra

Rahul Mishra

Operations Executive
Mumbai

Summary

Rahul is an Operations Executive with 10+ years Fin serve Experience. Currently leads the NA India Client Facing team in Mumbai Impacting $2 Trillion AUC and $400 MM revenue. Rahul has led/leading 7 workstreams resulting in $ saves, Efficiency and Increase in STP for clients. The role demands managing marquee client relationships, Influencing change across the organization to eliminate and automate manual processes & Client Engagement via leveraging digital tools & Innovation. Work closely with Product, Sales, Product Development, Client Service, Client, Operations, Control Managers, Business Manager on a day-to-day basis. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Expertise in strengthening companies to lead in highly competitive situations, currently seeking senior level assignments in client service and operations management.

Overview

12
12
years of professional experience
6
6
years of post-secondary education
1
1
Certification

Work History

Vice President

JP Morgan
Mumbai
2 2022 - Current
  • Lead Custody Client Facing team in Mumbai, team of subject matter experts responsible for to support Securities Services client's day to day trades, cash and COAC risk, Client Transitions, driving people, process & technology initiatives directly Impacting $160 BN AUC and $40 MM revenue of clients
  • Directly responsible for 4 employees and 20 functional directs with diverse cultures and levels to manage Client Operational Inquiries
  • Partnered with Sales, Product and Service to onboard 18 new RFP's and clients to ensure smooth transitions
  • Led Middle Office as a Service (MOaaS) initiative globally to drive efficiency and automation. Completed over 100 client engagements . Eliminated over 960 faxes p.m ., approx. 900 wire callbacks p.m
  • Promoted scalable model for clients through enhanced messaging via Access Fintech and and client engagements resulting in reduction of 400 inquiries p.m.
  • Rated as #1 global custodian by top clients for 8 straight quarters
  • Created sustainable client collaboration program resulting in $11,000 per year agent fees saves, 3700 annual trades STP improvement
  • Drove operational efficiencies to eliminate 30 redundant tasks and process eliminating further 150 inquiries p.m.
  • Shaped new custody workflow application 2.0 and part of operational readiness stream for rollout
  • Strong driver of middle office model, achieved reduction in invalid trade cancellations by 20% p.m.
  • Lead daily, weekly and monthly client engagements to achieve 68% p.m. reduction in fail trades
  • Represented working streams for machine learning to forecast trade fails and created client training academy for new RFP clients
  • Mentoring and coaching 20 employees within team to drive work allocation
  • Promoted Skills of the future, refreshed and reviewed 27 training courses on data literacy for JPMorgan and conducted sessions for skill enhancement
  • Converted MBA internship into full time job offer

Assistant Vice President

JP Morgan
Mumbai
02.2021 - 01.2022

Associate

JP Morgan
Mumbai
02.2019 - 01.2021

CADP Analyst

JP Morgan
Mumbai
06.2016 - 01.2019

Probationary Officer

The South Indian Bank Ltd
Mumbai
06.2012 - 05.2014
  • Reported to CFO for 2 years; filed direct taxes, monitor cash and report CRR/SLR to RBI
  • Established 3-year partnership with vendor to enable online taxation filing via internet banking
  • Implemented logic enhancements in core banking system for seamless TDS filing
  • Designed corporate presentations for board meetings and official website for 6 consecutive quarters
  • Introduced cash van facility from currency chests to limit excess cash under 0.1%.

Education

PGDM - Finance

Institute of Management Technology (IMT)
Ghaziabad, India
06.2014 - 03.2016

B.Tech - ECE

Mar Baselios College of Engineering And Technology, Kerala University
Trivandrum, India
06.2008 - 05.2012

Skills

  • Client Relationship Management

  • Data Analysis & Decision Making

  • Project Management

  • Operating model

  • Process Improvements

  • Stakeholder Management

  • Adaptability

  • Client Relationship Management

Certification

Project Management Professional (PMP), 12/01/19, 12/01/22

Additional Information

  • Co – Organized Nextgen photo booth event at JPM run 2024 for promoting the BRG
  • Beach cleanup drive by Municipal corporation at Juhu
  • Schools Challenge – Provide career guidance to school and precollege group of children
  • School Kit collection for underprivileged children – collected 140 books, pens, pencils etc.
  • Organized Thank You Meal for JPM Facilities Staff

Timeline

Assistant Vice President

JP Morgan
02.2021 - 01.2022

Associate

JP Morgan
02.2019 - 01.2021

CADP Analyst

JP Morgan
06.2016 - 01.2019

PGDM - Finance

Institute of Management Technology (IMT)
06.2014 - 03.2016

Probationary Officer

The South Indian Bank Ltd
06.2012 - 05.2014

B.Tech - ECE

Mar Baselios College of Engineering And Technology, Kerala University
06.2008 - 05.2012

Vice President

JP Morgan
2 2022 - Current
Rahul MishraOperations Executive