Sagar C Dharmahattikar
Project And Transition Management
Pune
Summary
Profile Summary 11 years of experience in Transition Management, Training and Development, Process Enhancement, Risk Management, Investment Banking Operations handling Asset Services, Reference Data, Trade Processing, Derivatives, Client Onboarding, Margin Calls.
Overview
12
12
years of professional experience
7
7
years of post-secondary education
Work History
Associate Manager
Statestreet HCL Services Limited
Pune
04.2019 - Current
- Inbound Transitions for Derivatives and Reconciliation (ERCOE)
- Managing Transitions including due diligence, Shadowing, Reverse Shadowing, Controlled Production, Go live and post go live
- Creating Process flows,SOPs for the process with Transition of new business
- Managing proficiency enhancement project for 500 FTEs Derivatives across locations in addition to Transitions role
- Managing Process Instruction Manual for Derivatives and getting it Audited with external auditors at organization level
- Involved in development of macros and robotics for the betterment of process and reducing manual touch points
- Maintaining and setting KPI and SLA agreements with client and setting KRA for teams
Associate Process Manager
Eclerx Services Limited
Pune
08.2015 - 04.2019
- Transition Management for OTC Derivatives and Client onboarding for Citi) (Ref Data for Credit Suisse)
- Independently handling the Process and Transition for Derivatives and Ref Data which included Planning, KT, OJT, Parallel run and Golive
- Account level reporting or periodic basis via MIS, MBR, QBR also responsible for maintaining client relations
- Reverse Transition/Rolled off process for Ref Data
- Transiton for Margins/Collateral and Client onboarding
- Using and liaising with market data vendors like Bloomberg,Reuters,Telekurs and looking into corporate action and performing reports of the same
- Focusing on performance for better revenue generation for the organization
- Maintain continuous focus on process metrics, quality and handling escalations with client relations across regions
Process Supervisor
Deutsche Bank Operations India
Pune
11.2013 - 06.2015
- Asset Services in Corporate Actions, Handling independent Market for Americas in Asset Services using Merit and Smart Stream and TLM
- Reducing aged breaks for >30 Days for both receivable and payables with settlement of claims
- Working on Cash and Optional Reconciliation with Elections and settlements.
Associate Analyst
Wipro BPO, Credit Suisse
12.2011 - 10.2013
- Initially worked for Charles Schwab later transferred to Wipro Credit Suisse in Asset Servicing
Key Accounts Manager
Kotak Securities
01.2011 - 07.2011
- Looking at Bank Channel Sales development for the Company.
Education
Diploma in Business Management - Business Administration
ICFAI University
Pune 04.2008 - 04.2012
Bachelor of Commerce - Commerce
University of Pune
Pune 04.2005 - 05.2008
Skills
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Additional Information
- Independent Insurance Advisor and Consultant Max New York Life Insurance Company Ltd and Tata AIG
Timeline
Associate Manager
Statestreet HCL Services Limited
04.2019 - Current
Associate Process Manager
Eclerx Services Limited
08.2015 - 04.2019
Process Supervisor
Deutsche Bank Operations India
11.2013 - 06.2015
Associate Analyst
Wipro BPO, Credit Suisse
12.2011 - 10.2013
Key Accounts Manager
Kotak Securities
01.2011 - 07.2011
Diploma in Business Management - Business Administration
ICFAI University
04.2008 - 04.2012
Bachelor of Commerce - Commerce
University of Pune
04.2005 - 05.2008
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