Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Additional Information
Affiliations
Timeline
Generic

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
SACHIN P. PAWARVP, Lead Manager