Sabhyajeet Dhar
Bangalore,KA
Summary
Results-driven and highly motivated professional with over 6 years of comprehensive experience in various aspects of financial services. Specializing in trade and forex, data management, cash and treasury management, risk and control, and alternative assets management. Proven track record of collaborating with cross-functional teams to implement strategic solutions that optimize financial performance, ensure compliance, and support business objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Financial Analyst
Northern Trust
01.2023 - Current
- Oversee project management and ensure adherence to SLAs for 1000 pricing and around 300 posting activities on a daily basis
- Take full accountability for the accurate daily clearing of all trades and transactions in accordance with market conditions and Net Asset Value (NAV) requirements
- Foster and strengthen client relationships while developing dynamic presentations that highlight system innovations and strategic upgrades
- Coordinate with fund companies, ensure timely routing, and perform detailed analysis and audits of statements prior to client submission
- Resolve queries and provide high-quality support to ensure that issues are addressed within agreed TAT and with a high level of accuracy
- Conduct engaging training sessions for new joiners, equipping them with in-depth product knowledge and a comprehensive understanding of processes
- Help in resolving any internal conflict of the team about any process
- Contributed to automating the YTD process, streamlining operations and reducing manual effort by approximately 80%, significantly saving valuable work hours and increasing efficiency
- Develop expertise in Cash Operations, with a focus on OFAC, US screening, Anti-Money Laundering (AML), and Know Your Customer (KYC) regulations
Virtual Relationship Manager- Team Lead
Axis Bank
11.2021 - 12.2022
- Identified, analyzed, and documented key areas of potential financial risk, including asset-backend risk, ensuring proactive risk mitigation strategies
- Delivered comprehensive coaching sessions to team members, enhancing their product knowledge and equipping them to excel in their roles and drive product sales
- Collaborated with line managers on performance management initiatives and spearheaded employee engagement activities to foster a motivated and high-performing team
- Effectively managed escalated and highly irate customer interactions, resolving issues promptly and providing tailored solutions to ensure customer retention
- Conducted quality assurance checks, monitored team performance metrics such as call duration, connectivity, vintage-based productivity, and ensured adherence to login/logout hours
Forex and Treasury Manager
ICICI Bank
06.2019 - 11.2021
- Oversee cash management operations, vendor and CACP management, vaulting, audits, and inventory control, ensuring seamless financial processes and compliance
- Manage cost control initiatives, MIS reporting, and ensure adherence to SAP, IFRS, ERP systems, GPS, and statutory compliance requirements
- Review vendor invoices and payments, drive financial planning and process improvements, and oversee commercial and institutional banking transactions
- Manage a portfolio of High Net-Worth Individuals (HNI) clients, collaborating with financial advisors and relationship managers to deliver tailored solutions
- Possess deep expertise in wealth management, retail forex, and NRI (Non-Resident Indian) services, providing specialized financial guidance to diverse clients
- Handle and scrutinize documents related to inward and outward SWIFT remittances, ensuring compliance and accuracy in transaction processing
- Oversee debt and equity securities operations, manage trade finance activities, and monitor import-export forward contracts to optimize financial performance
- Coordinate various stages of transaction processing, ensuring that all timelines and procedural steps are adhered to, guaranteeing efficient execution
Education
MBA - Finance & Marketing
Assam Downtown University
Guwahati01.2019
BCOM - Finance
Assam University
Silchar01.2015
Skills
- Excel
- SQL
- SAP FICO
- Finacle
- Power BI
- Charts & Histograms
- Sharepoint
- Microsoft Office
- JIRA
- Confluence
- Interpersonal Skill
- Communication Skill
- Time Management
- Decision Making
- Adaptability
- Problem Solving
Certification
- My SQL for Data Analytics and Business Intelligence
- Microsoft Power BI
- PGDCA
- ACCA
- Tally ERP9
Languages
English
Hindi
Bengali
Assamese
Hobbies and Interests
- Crafting and Painting
- Cooking
- Gaming and Vlogging
- Travelling
Accomplishments
Best FX manager in 2020
Relentlessly Work centric in Treasury in 2021
Always Accountable in Northern Trust in 2023,24
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePaid time offWork from home option4-day work weekTeam Building / Company RetreatsTimeline
Senior Financial Analyst
Northern Trust
01.2023 - Current
Virtual Relationship Manager- Team Lead
Axis Bank
11.2021 - 12.2022
Forex and Treasury Manager
ICICI Bank
06.2019 - 11.2021
MBA - Finance & Marketing
Assam Downtown University
BCOM - Finance
Assam University
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