Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Sagar Khedekar

Thane

Summary

As an operation professional, my focus is on ensuring the efficient and effective management of business processes to drive organizational success. I have a strong track record of optimizing operations to improve productivity, reduce costs, and increase revenue. I have expertise in utilizing data analysis and technology tools to streamline operations and enhance decision-making. Additionally, I am skilled in training and development, with a focus on fostering a culture of continuous improvement and collaboration. I possess excellent communication, problem-solving, and critical-thinking skills, and can work in fast-paced and dynamic environments. Overall, I am a results-driven operations professional committed to delivering value to organizations through the effective management of business operations.

Overview

5
5
years of professional experience

Work History

Associate

Morgan Stanley
Goregaon
09.2021 - Current
  • Conducted thorough reviews of new account documentation, performed KYC/AML checks, coordinating with internal and external stakeholders, and obtained necessary approvals to ensure smooth account onboarding for new clients
  • Handling various account maintenance tasks, such as updating client information and executing client requests related to their accounts
  • Ensuring all account-related activities comply with relevant regulatory requirements, internal policies, and procedures
  • Providing exceptional client service, responding to client inquiries, and resolving any account-related issues
  • Participating in various projects and initiatives aimed at improving operational efficiency and enhancing the client experience
  • Ensured compliance with relevant regulatory requirements, internal policies, and procedures related to account management, proactively identifying and resolving compliance issues
  • Worked on remediation for reporting and surveillance
  • Also been part of the People Committee to provide work-life balance including Team Building games, Fun Activities and Festival Celebrations
  • Directed daily work routines, ensuring the accurate and timely delivery of high-quality customer service
  • Maintained detailed knowledge of company policies and procedures, resulting in an increase in the accuracy and efficiency of company operations
  • Managed Operations Inbox, responsible for receiving and processing various scenarios to ensure timely resolution and adherence to organizational protocols
  • Contributed to updating procedures to enhance efficiency and effectiveness
  • Engaged in the preparation of reports utilizing Kibana for data visualization and analysis
  • Provided end to end support right from Account Opening to Account Closure, it includes CIP of client and making an important decision from the firm and Risk Assessment Angle
  • Closing working with AML, GFC Customer Service, Management, Supervisor, and other Team Members
  • Handled Platinum Clients who are about $20 Million Dollars portfolio with handling complex scenarios
  • Ability to work on cross-functional, virtual teams to achieve business goals
  • Ability to multi-task and balance multiple requests without losing sight of overall business objectives and delivery requirements.

Compliance Specialist

Navkar Business Services
Mumbai
09.2019 - 08.2021
  • Compliance Specialist at Navkar Business Services Back Office of Triumph Residential Services
  • Developed expertise and knowledge in CTAC (Affordable Housing) to ensure consistent delivery of outstanding services
  • Worked under CTAC Rules and Regulations
  • Delivered an exceptional level of service to each customer by listening to concerns and answering questions
  • Monitored multiple databases to keep track of Compliance Data Cleared the Waiting List of All the Properties single-handedly
  • Worked on the Move-in Process under CTAC Compliance Regulations
  • Doing the Verification of Clients through Banks of America, Chase Bank, and Social Securities of the Clients
  • Handling Documentation related to the Move-in Process of prospective tenants
  • Advising tenants on documentation in application procedures
  • Calculation of Income of each Tenant and the Household
  • Move-in Certification process
  • Drafting Approval/Denial/Non-Compliance Letters/Emails
  • Strict follow-up with Tenants and property manager of Assigned Properties
  • Conducted periodic audits to ensure compliance with applicable laws and regulations, resulting in no major non-compliance issues
  • Ensured compliance with all applicable laws and regulations, resulting in zero non-compliance incidents.

Education

Business Management B.M.S (Finance) -

Shri. Chinai College of Commerce and Economics
03.2019

Skills

  • Skilled multi-tasker
  • Build Strong Relationships
  • Attention to Detail
  • Problem Solving
  • Teamwork
  • Operational Improvement
  • Remediation
  • Due Diligence
  • Knowledge Acquisition
  • Adaptability
  • Time Management

Hobbies and Interests

  • Tech-Savy
  • Amazing Cook
  • Being Volunteer for Beach Cleaning
  • Playing the Guitar

Timeline

Associate

Morgan Stanley
09.2021 - Current

Compliance Specialist

Navkar Business Services
09.2019 - 08.2021

Business Management B.M.S (Finance) -

Shri. Chinai College of Commerce and Economics

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