Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

SHARON S

Summary

To work in a firm with a professional work driven environment where I can utilize and apply my knowledge, skills which would enable me as a fresh graduate to grow while fulfilling organizational goals. Experience in phone banking officer & 11 months of experience in Investment Banking and Trade Operations – Trade booking/allocation, confirmation of US Fixed income and Equity trades; experience in handling team and conducting trainings for junior associates on an ongoing basis.

Overview

4
4
years of professional experience
3
3
years of post-secondary education

Work History

Specialist

State Street HCL Services India Ltd
Chennai
  • IMS Trade Management) (15 FTE, Roles & Responsibilities Performing Trade settlements and confirmation activity for APAC, EMEA, LATAM, MIDDLE EAST and NA
  • Regions Responsible to work on all BUY-IN, High Value, Over-Draft& Sensitive Trades & Perform ad-hoc duties Resolve complex breaks and assist team members to find resolution to open discrepancies
  • Liaising with Front Office /Middle Office /Clearer/Clients for all trade related queries, escalations
  • Conducting a WEBEX Meet with Clients/Onshore Counterparts on weekly basis for fails trade update
  • Responsible to update and maintain Daily/ Weekly KPI production
  • Performing a proper cross training among team members
  • Information Classification: General Building a strong partnership with customers and clients to ensure operational cohesion and effective foundation for future growth Creating innovative contact matrix across with all counterparties for faster and quicker trade settlement

Banking officer

ICICI Bank Ltd
12.2019 - 01.2022
  • Responsible for resolving customer queries over the phone/email on a day to day basis thereby providing efficient customer service
  • Handling and resolving customer complaints/ queries over phone
  • Providing customers with relevant product and service information
  • Investigated and resolved customer inquiries and complaints in an empathetic manner
  • Promptly respond to inquiries and requests from bank customers
  • Met all customer email/call guidelines including service levels handle time and productivity
  • Solved unresolved customer issue
  • Adhered to all confidentiality requirements at all times
  • Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.

Operations Executive

Societe Generale Global Solution Centre
02.2018 - 12.2018
  • Working closely as Trading Assistant to Global Cash Equities Electronic Services Desk
  • Trade Booking/Capturing, Allocations and confirmations for Electronic Service Desk covering DMA, DSA, and CARE orders for Introducing Brokers & Institutional Clients
  • New Client on boarding and Fund creation
  • Supporting the front office, back office and IB’s with their requests and monitoring trading activity
  • PROCESS OVERVIEW
  • The QES Desk trades on an agency basis i.e
  • A client will instruct us to transact on the exchange on their behalf
  • There are three types of services that we provide – DMA, DSA and CARE
  • RESPONSIBILITIES
  • Migrated/Off-shored Trade Capture/Booking and Allocation process
  • Booking Trades on TD for IB’s (Introducing Brokers )and Institutional Clients as well as Allocating funds to client account respectively
  • Booking Cash Trades and Equity ‘Give up’ trades for London, Paris and US clients on daily basis and ensuring confirmation are sent over Traiana, Bloomberg and CTM
  • Managing and Resolving client queries such as any amendments, re-booking and cancellations of trades
  • Generating reports daily to update clients with any outstanding positions
  • FX booking and exposure, P&L management, CTM Monitoring
  • Chasing IB's / Front Office by phone & e-mail if there is any mismatch in trade economics to ensure timely settlement
  • Follow up with IB for any trades failed to settle
  • Sending reports on failing trades to IB’s and management with detailed commentary
  • Resolving back office queries for any trades yet to settle/failing due to any issues
  • Proactively handling Management of possible Buy In notifications

Education

B.B.A - Business Administration

Hindu College
01.2014 - 04.2017
GPA: 50.53

12th - undefined

Radiance Matriculation Hr. Sec. School
GPA: 55.50

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Singamanpillai Matriculation Hr. Sec School Carmel
GPA: 50.40

Skills

Able to work in deadline oriented environment and prioritize the tasks assignedundefined

Accomplishments

  • Qualification
  • Board/University
  • Year
  • Percentage

Timeline

Banking officer - ICICI Bank Ltd
12.2019 - 01.2022
Operations Executive - Societe Generale Global Solution Centre
02.2018 - 12.2018
Hindu College - B.B.A, Business Administration
01.2014 - 04.2017
Specialist - State Street HCL Services India Ltd
Radiance Matriculation Hr. Sec. School - 12th,
Singamanpillai Matriculation Hr. Sec School Carmel - ,

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