SACHIN P. PAWAR
VP, Lead Manager
Pune
Summary
Experienced Lead Manger Ops & Product with over 15 years of experience in Banking & Finance Industry. Excellent reputation for resolving problems and improving processes keeping client centric approach.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Lead Manager Operations & Product Management
BNY MELLON INTERNATIONAL OPERATIONS (I) PVT LTD
Pune
09.2022 - Current
- Revenue & Billing Services (Asset Servicing & Corporate Trust
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Exceeded goals through effective task prioritization and great work ethic.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Used coordination and planning skills to achieve results according to schedule.
- Resolved problems, improved operations and provided exceptional service.
Lead Manger, Billing
BNY Mellon
Pune
06.2021 - 08.2022
- Managing daily Workflow of RBS core Operations
- Developing Tactical and Strategic Plans for the Operations Team
- Planning & setting Result based goals of Department
- Operations & People Management of a group with various levels and background
- Training and development of staff and establishing a career path
- Meeting & Exceeding Service Level Agreements
- Client Liaison & Stake Holder Management
- Client Service issues & Operational Risk Event - review, record, response, represent and resolve
- Developed and Implemented performance metrics
- Workforce Management & Hiring
- Participation in various Projects and ensuring timely and successful completion of identified projects
- Audit Coordination – Point of contact for KPMG & ISO Audits for RBS Department
- Managing risk, Escalating issues & reporting root cause analysis
- Providing Coaching & Timely Feedback to Supervisors
- Performance & Compensation Management
- Driving Continuous Process Improvement Initiatives
- Crisis Management System - Business Recovery Coordinator for RBS
- Records Management Coordinator for RBS Department
- MIS management
- Service Level Deliverables (SLD) management
- Systems Worked on – FiRRe (FIS), Advantage (Fiserv), TyMatrix 360, MS SQL, WorkBench, IPA &, GSP
- Billing for Asset Servicing & Corporate Trust Products & Services, i.e
- Custody, Fund Account, Transfer Agency, Global Risk Solutions, Trustee, Paying Agent, etc.
Manger Setup Operations
BNY Mellon
Pune
10.2018 - 05.2021
- Managing daily Workflow of RBS core Operations
- Developing Tactical and Strategic Plans for the Operations Team
- Planning & setting Result based goals of Department
- Operations & People Management of a group with various levels and background
- Training and development of staff and establishing a career path
- Meeting & Exceeding Service Level Agreements
- Client Liaison & Stake Holder Management
- Client Service issues & Operational Risk Event - review, record, response, represent and resolve
- Developed and Implemented performance metrics
- Workforce Management & Hiring
- Participation in various Projects and ensuring timely and successful completion of identified projects
- Audit Coordination – Point of contact for KPMG & ISO Audits for RBS Department
- Managing risk, Escalating issues & reporting root cause analysis
- Providing Coaching & Timely Feedback to Supervisors
- Performance & Compensation Management
- Driving Continuous Process Improvement Initiatives
- Crisis Management System - Business Recovery Coordinator for RBS
- Records Management Coordinator for RBS Department
- MIS management
- Service Level Deliverables (SLD) management
- Systems Worked on – FiRRe (FIS), Advantage (Fiserv), TyMatrix 360, MS SQL, WorkBench, IPA &, GSP
- Billing for Asset Servicing & Corporate Trust Products & Services, i.e
- Custody, Fund Account, Transfer Agency, Global Risk Solutions, Trustee, Paying Agent, etc.
Team Leader
09.2014 - 09.2018
- Operations & People Management
- Client Onboarding
- Work Allocation
- Result Based Goal Setting – Tracking & Measuring
- Key Process Indicators (KPI’s) / MIS Reporting
- Standard Operating Procedure (SOP’s)
- Hiring (Behavior Based Interview Certified)
- Performance Management & Appraisal
- Training
- Wellness test, BR site Test & CMS
- Dashboards – Weekly/Monthly
- Client Liaison & Stake Holder Management
- Coordinate with clients and provide resolutions to their queries
- Communicating with onshore counterparts/ stake holders to discuss and set exceptions
- Participation on various daily/weekly/bi-weekly/monthly calls
- Direct communications with end client (Credit Suisse)
- Audit
- Experienced multiple internal/external Audits (KPMG/ISO) and passed successfully
- Process Migration
- Completed Invoice Production Process Migration from Poole (UK) to India in May 2016
- Project/Initiatives drive and participation
- Account setup E2E Tracking Tool
- Revenue Capture initiative
- Unbilled Fee Report for CSM’s to ask for billable information (calcs)
- Understanding BRD’s, providing user stories and performing testing
- Coaching & Feedback
- Providing Formal/ongoing feedback to team members
- Helping/guiding team members with their career aspirations
- Collaborating with different teams across locations to find out / to provide perfect solutions
- Sound understanding of Invoice production operations, monitoring unbilled using Tableau dashboards & Reports and presenting it to senior management
- Knowledge about Fund Accounting, Transfer Agency, Custody, EU VAT, Corporate Trust, SQL, Account Receivables & DART etc
- Preparing weekly Unbilled Report for Finance
- Reviewing various App Health check report on weekly/monthly
Analyst
03.2012 - 08.2014
- Quality Checker for all the Activities performed by the Team (Account Setup, Termination & Modification)
- Work Allocation: allocate Daily, weekly & Monthly Activities to team members
- Exception handling and performing root cause analysis
- Coaching Team members & providing Feedback
- Preparing Standard Operating Procedures (SOP) & Preferred Practices, also review them timely
- Resolving operational queries of the team members and onshore counterparts
- Training New Joiners for Onshore & Pune Location
- Participating in Onshore & Offshore Project & Preparing Project charter & decks
- Communication with Business Counterparts
- Helping Team Lead on Internal & External Control and ISO Audits
- Worked as Acting Team Leader in his absence with Zero escalation
- Updating MIS & KPI Reports
- Maintain Trackers (Productivity, Error, Over Time, Quality Checks & Attendance)
Operations Executive
BNY
09.2009 - 03.2012
- Performing Daily Activities pertaining to Invoicing & Collections
- Worked as Maker & Checker for the Team
- Cash Application & Reconciliation of various receipt source
- Consolidation of daily, weekly & monthly reports & trackers
- Communication with Business Counterparts
- Training New Joiners in the Team
- Assisted onshore Project Team on different Project
- Know Your Colleague (KYC) Speaker & Peer Coach for the Team, Mellon’s Buddy Program
Jr. Accountant
New Apna Bazar Consumer Co-operative Society Ltd
05.2005 - 08.2007
- Supplier Payments & Reconciliations of supplier statements
- Cash & Bank Reconciliation
- Preparing final statements
- Preparing Quarterly statements of VAT return
- Debtors/Buyers Statements for recovery
- Aged Receivable & Collections Operations
- Handled Tax Audit & Co-operative Society Audit
- Played a key role in new applications implementation (Oracle 9i)
Education
MBA - Finance
SSVPS’s B. S. Deore College of Engineering, North Maharashtra University
2009
Bachelor of Commerce - undefined
North Maharashtra University
2005
Skills
- Product Management
- Certified Scrum Product Owner
- Operations Management
- Stakeholder Management
- Streamlining Operations
- Workforce management
- Escalations handling
- Problem Solving
- Risk and Control
- Resolving Client Service Issues
- Performance & compensation Management
- Coaching & Feedback
Accomplishments
- Creation of Custom report for chasing CSM: Increased efficiency
- Building Standard Operating Procedure: Remediated Audit Finding
- Enterprise Billing Unit Revenue Capture: Captured $500K
- Custody Fee – Global vs Physical: Increased Efficiency & Accuracy
- Robust End to End Performance Tracking Tool
- SLA Tracking Tool
- Various Remediation Projects
Certification
Maharashtra State Certificate in Information Technology (MSCIT), July 2005.
Internet, MS- Office, Introductory knowledge of ORACLE
Summer Internship
Organization: IL&FS Investsmart Ltd. Pune
Duration: 2 Months
Project Title: “Study on Risk Management - Hedging in Commodity Market”
Additional Information
- AWARDS & HONOURS: , WOW – From EMEA Revenue Control Head, Aug 2018 WOW – Take a Bow by Onshore Projects Manager, 2017 Winner of Quarterly CEO Award ‘Employee of the Quarter – Q1, 2013’ Rewarded Kaizen Wave Certificate for KWI in Billing, 2011. GSU RnR: Employee of the quarter in September 2010. Rewarded as Best Employee of the year in New Apna Bazar, Chopda, (2005-06). 1st Prizewinner in Interclass Poster Presentation Competition, (2007-08)
Affiliations
Scrum Alliance
Timeline
Lead Manager Operations & Product Management
BNY MELLON INTERNATIONAL OPERATIONS (I) PVT LTD
09.2022 - Current
Lead Manger, Billing
BNY Mellon
06.2021 - 08.2022
Manger Setup Operations
BNY Mellon
10.2018 - 05.2021
Team Leader
09.2014 - 09.2018
Analyst
03.2012 - 08.2014
Operations Executive
BNY
09.2009 - 03.2012
Jr. Accountant
New Apna Bazar Consumer Co-operative Society Ltd
05.2005 - 08.2007
MBA - Finance
SSVPS’s B. S. Deore College of Engineering, North Maharashtra University
Bachelor of Commerce - undefined
North Maharashtra University