Sakshi Vijay
Delhi
Summary
Results-oriented Trade and Transaction Analyst at Deutsche Bank Operations International, specializing in equities and Forex reconciliation. Demonstrates expertise in enhancing compliance through KYC procedures and regulatory reporting. Proficient in fostering team collaboration and implementing client servicing strategies, consistently meeting project objectives while transitioning processes to digital platforms for increased efficiency.
Overview
5
5
years of professional experience
Work History
Senior Trade and Transaction Analyst
Deutsche Bank Operations International
Jaipur
07.2022 - Current
- Executed qualified intermediary reconciliation for IRS compliance, ensuring regulatory adherence.
- Migrated CSDR reconciliation to align with Central Securities Depository Regulations.
- Demonstrated expertise in corporate actions, fixed income OTC, FX, and derivatives reconciliations.
- Specialized in equities, Forex, AWM, and PWM reconciliation processes.
- Utilized applications including Trade Life management, Duco, Avaloq, IDMS, and Finacle.
- Facilitated team collaboration through visualizations and reports of complex findings.
- Possessed knowledge of SWIFT messages MT 566, MT 564, MT 950, and MT 202.
- Accomplished all tasks within deadlines to achieve project objectives.
Relationship Manager
ICICI Bank
Jaipur
01.2020 - 07.2022
- Conducted KYC procedures for individuals, HUF, and business entities to ensure compliance.
- Engaged with customers to assess needs and preferences continuously.
- Identified new business opportunities to drive growth and market expansion.
- Migrated customers to digital platforms, enhancing service accessibility.
- Maintained compliance across all assignments while executing responsibilities.
- Leveraged knowledge of core banking, investment, and assets to inform strategies.
Education
PGDB - Banking
ICICI MANIPAL ACADEMY
Bangaluru, Karnataka04-2020
B.sc - PCM
Govt. PG College,University of Rajasthan
Rajgarh01.2016
Skills
- Work planning and prioritization
- Interpersonal communication
- Team collaboration
- Corporate actions management
- Regulatory reporting
- Equities and forex reconciliation
- KYC compliance
- Customer relationship management
- Microsoft Office proficiency
- Excel expertise
- Client servicing strategies
- Investment banking operations
Personal Information
- Date of Birth: 10/26/96
- Gender: Female
- Nationality: Indian
- Marital status: Married
Disclaimer
I hereby declare that the above information is true to the best of my knowledge.
Date:
Place: Delhi Sakshi Vijay
Timeline
Senior Trade and Transaction Analyst
Deutsche Bank Operations International
07.2022 - Current
Relationship Manager
ICICI Bank
01.2020 - 07.2022
PGDB - Banking
ICICI MANIPAL ACADEMY
B.sc - PCM
Govt. PG College,University of Rajasthan
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