Sai Sanjeev Patnaik Behara

Work History

Senior Manager

Agency Clearing - Societe Generale GSC

Chennai

04.2018 - 01.2020

Responsible for the Service delivery of Exchange margins - Treasury and Collateral functions for Ex-New Edge UK and USA. 4 teams totaling 14 employees in Chennai
Daily monitoring of custodian balances across multiple currencies, internal Treasury projections and funding requirements with Correspondent banks globally.
Partner with onshore to formulate solutions on operational issues, build controls to reduce operational risks and plan for business continuity.
Ensure weekly governance with LDN and Chicago in place for performance review feedback and building good relations.
Handhold on operational issues till closure and share the knowledge with employees to avoid future problem reoccurrence.
Manage capacity utilization and plan for future capacity needs based on new additional work undertaken, projects in pipeline and attrition in the teams.
Quarterly reviews of - SOPs, CSLA, BCP & BIA.
Ensure new joiner training is in place and cross training well managed to build seamless desk coverage.
Ensure the designated Group Permanent Supervision controls are closed monthly with suitable samples evidencing performance of the control.
Prepare the monthly CCP Broker report and submit to the Group Finance for further review.
Conduct performance review of N-1 manager and team members on a periodic basis, device methods to improve team efficiency, address grievances, training needs and plan for resource optimization.
Oversee ‘Change The Bank’ initiatives and manage the periodic system release from a functional side.
Actively support the teams in production where necessary during short staff days.
Closely work with the Business Auditors during process reviews and handhold the audit review till completion – Deloitte / ECB / Internal IGAD Audit.

Group Relationship Manager

Karvy Computershare Pvt Ltd

Hyderabad, Telangana

12.2016 - 04.2018

Managed a portfolio of 63 Companies listed on BSE & NSE.Responsible for the Equity operations, Client relation, Investors, Regulators, People, Delivery, Internal stakeholders and monthly bills due from clients.
Manage a team of 10 and oversee the people management, performance review, handle escalations, ensure adequate cross training in the team and create back-ups.
Ensure process documents are in place and up to date.
Assisted 5 SME companies with their listing on Bombay Stock Exchange and National Stock Exchange.

Manager

Citicorp Services India Pvt Ltd

Gurugram, Haryana

11.2015 - 12.2016

Managed the OTC collateral operations for Dublin and Singapore regions.
Team size managed was 12.
Responsibilities included SLA delivery on Margin calls, booking, disputes, Client reporting, monthly interest processing, escalations management, process transition from Dublin to Gurugram, people management for the Dublin & Singapore collateral teams.
Managed 3 clients in APAC and 7 in Dublin regions and the performance of the team, identify knowledge gaps, provide training, ensure adequate onshore-offshore interaction, leave management, provide updates to Onshore and Offshore senior management and handle all project migration related matters.

Team Lead

Cognizant Technology Services Pvt Ltd

Hyderabad, Telangana

11.2006 - 11.2015

Collateral operations: Managed the Collateral margins for UBS Stamford and London including managing SLAs on daily margin calls viz., margin call issuance, processing, settlement fails, substitutions, account set ups, monthly interest, disputes handling, queries, Repo margin calls, handle escalations, provide guidance on issues, queries and other process related matters.
UAT test cases for the Business Analyst and perform new functionality in UAT environment.
QA testing done for Settlements and Confirmations.
Reviewed the daily operations for adherence to UBS Bank policies, identify gaps in existing controls, suggested and driven improvements in Operational Risk across processes.
Reduced the risk of Client Data Confidentiality breach by enhancing the 4 eye check process on email communication for OTC Confirmations and Collateral processes
Business Analyst with UBS Wealth Management in Singapore on a Regulatory project.
Responsibilities include business requirement gathering, system change requirements, documenting & analysing inputs from WM securities teams in Japan, Australia, Hong Kong and Singapore for the system change requests, liaise with IT on defects identified, and assist IT with roll-back roll-forward.
Drafted UAT test cases; obtain sign off from stakeholders from UBS WM APAC and monitor the Project run book for APAC Securities Ops.
Manage the periodic system IT change release programme.

Associate

IVY Comptech Pvt Ltd

03.2006 - 11.2006

Provide telephonic support to online players of PartyPoker.com.
Received Customer Appreciation from Party Poker players, for being very patient and helpful.
Www.partypoker.com.

Senior Executive

Apollo Health Street Ltd

Hyderabad, Telangana

09.2005 - 01.2006

Validating the health practitioners’ data on phone to update Healthcare database for US Client.

Customer Service Executive

HSBC

Hyderabad, Telangana

12.2002 - 09.2005

HSBC Data Processing India Pvt. Ltd.Hyderabad.
Worked with the HSBC Investment Fund Administration [HIFA] Dept.
New business account opening process, Capacity Planning, Work allocation, Client service.
Received Extra miler award from the UK Banker during 2005 Tax Year.

Summary

Overview

Work History

Senior Manager

Group Relationship Manager

Manager

Team Lead

Associate

Senior Executive

Customer Service Executive

Education

B.Com (Honors) - Accounting And Finance

Skills

Work Availability

Accomplishments

Interests

Timeline

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