Sandeep S Nair

Clients Handled: Hassana Investment Company (Saudi Arabia), UK Pension Funds, Australian Superannuation Funds, and other APAC-based institutional clients.

Key Responsibilities:

• Developed strong relationships with clients, leading to increased repeat business and referrals.
• Streamlined internal processes to improve overall efficiency and better serve clients.
• Used refined consultative approach to identify points of engagement.
• Actively participated in networking events, representing the company professionally while cultivating valuable connections within the industry.

• Serve as the primary point of contact for a diverse set of high-value institutional clients across regions, including the Middle East, the UK, Australia, and Asia-Pacific.
• Build and maintain strong client relationships by ensuring prompt resolution of queries, managing escalations, and delivering exceptional service quality.
• Collaborate with internal departments, including fund accounting, custody, corporate actions, and technology teams, to streamline service delivery and address client-specific requirements.
• Interpret complex client needs, and translate them into actionable service and operational enhancements.
• Lead periodic client meetings and governance calls to review performance, discuss ongoing projects, and present insights from analytics.
• Support the onboarding and transition of new client accounts while ensuring compliance with internal controls and global regulatory requirements.
• Proactively identify areas of risk and inefficiency; implement controls, and recommend strategic improvements to enhance service standards.

Team Size Managed: 7 billable team members

Key Contributions:

• Directed daily operations and workflow management for a team supporting critical financial operations and technical processes.
• Oversaw service level agreements (SLAs), monitored KPIs, and ensured adherence to quality and turnaround standards.
• Mentored, coached, and conducted performance reviews for team members, promoting a high-performance culture and accountability.
• Played a lead role in automation and reporting enhancements, helping reduce manual intervention and human error in recurring tasks.
• Initiated process documentation, created SOPs, and trained staff to ensure business continuity and operational resilience.
• Worked closely with senior leadership to support internal audits, compliance checks, and business continuity planning.

• Led a team of 12+ data analysts, developed technical support strategies, and drove knowledge management.

• Ensured data integrity and implemented sustainable data quality improvement plans.

• Developed and implemented strong support processes and metrics.

• Analyzed business and marketing requirements and translated them into functional requirements.

• Identified unused lines and generated €0.5 million in revenue through successful completion.

• Managed transitions of 6 sub-activities/process changes within Infosys and Orange Business Services.

• Proactively identified issues, escalated them, and led team discussions for key conclusions.

• Identified opportunities for process improvement and defect minimization through automation.

• Automated reports and ensured data integrity through UAT testing.

• Streamlined report formatting for access improvement and order compliance.