Saransh Kumawat

• Responsibilities Processing simple and complex transactions using set procedures and guidelines.
• Perform daily reconciliation of trades, cash and positions. Monthly investigation on Reconciliation discrepancies and verify all the transactions.
• Prepare monthly financial reporting package for Hedge Funds. Calculation of Incentive Fee and Management Fee. Correspond with Auditor/Client on day-to-day fund inquiries including entering security trades, fee, payments, cash position breaks, and reconciliations.
• Establish and maintain effective working relationships with key partners internal and external to the organization.
• Managed a high-performing finance team by providing clear direction, fostering open communication, and setting performance expectations aligned with organizational objectives.

ACHEIVEMENTS:

Star performer for handling Brown advisory fund in 2022.

Star performer for resolving most number of brokerage website issues in 2024.

Generating leads/admissions for the institute and maintaining records of all students and the courses they opted for.

Making students aware of institute policies and rules/regulations.

• Delivered exceptional technical assistance through both phone and email channels while maintaining professionalism at all times.
• Managed a high volume of tickets in the helpdesk system, consistently meeting or exceeding response time targets.
• Enhanced customer satisfaction by efficiently resolving technical issues and providing exceptional support.
• Streamlined troubleshooting processes for faster resolution times, improving overall productivity.