SHINY PRIYANKA
HYDERABAD
Summary
Experienced Senior Associate with analytical and flexible approach to solving problems. Decisive leader driven to optimize processes and streamline operations for team efficiency.
Overview
5
5
years of professional experience
Work History
Senior Associate
SS&C
Hyderabad
05.2021 - Current
- Provided direction and guidance to junior associates on complex tasks.
- Conducted daily transfers and settlements of securities transactions.
- Maintained records to ensure accuracy of transfer documents, such as stock certificates and powers-of-attorney.
- Processed all incoming and outgoing funds from customers' accounts in accordance with established procedures.
- Assisted clients with the resolution of discrepancies related to their account activity.
- Generated reports for management review on a regular basis.
- Reconciled complex transactions between multiple parties involved in a security transfer process.
- Provided timely responses to inquiries from internal staff, external customers, and other financial institutions regarding account status or other issues.
- Reviewed customer information for accuracy prior to processing transactions.
- Prepared documents such as checks, drafts, wires, ACHs and EFTs., required for settlement of trades.
- Updated client profiles in the system when necessary to ensure accurate record keeping.
- Developed solutions to meet market gaps and drive company sales.
- Followed up with customers after purchase to ensure they were satisfied with their experience.
- Process and Quality checking of various monetary and non-monetary Transaction.
- Responsible for personalizing and relaying accurate plan- specific information to participants in every transactions.
- Dividends and Capital gain distributions custodian changes, Beneficiary changes.
- Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service.
- Proactively communicates regularly with client to evaluate and ensure delivery of optimal services, client satisfaction and client retention working knowledge of 401K.
- Creating a Portal for the investor in the client hedge fund space.
- Assists in developing and launching new retirement plans for clients as well as converting existing retirement plans from prior TPA’s.
- Handling U. S. Registrar and Share Transfer Agent Activities.
- Processing Transfer of shares, sale of shares, maintaining of shareholders accounts.
- Responding to Investors on account related queries via messenger and Emails.
- Handling account REDEMPTION according to the request.
- Handling UCHECKS
- APPLICATIONS USED: AWD (Automated work distributor), TA(2000), 3270 application, MS-outlook.
Trainee
KARVY
Hyderabad
10.2014 - 11.2015
- Maintained records of employee training activities and performance evaluations.
- Provided support to existing staff on various tasks and duties.
- Assisted in the development and implementation of training programs for new employees.
Education
MBA - FINANCE/HR
ST. ANN'S COLLEGE FOR WOMEN
HYDERABAD04.2014
Bachelor of Science - BTECH
AKITS
Kothagudem03.2012
Intermediate -
Sri Chaitnaya Womens College
Vijayawada03.2008
High School Diploma -
Keshava Reddy EM School
Nandayala04.2006
Skills
- Timeline Estimates
- Performance Monitoring
- Account Reconciliation
- Money Handling
- Team Supervision
- Data Entry
- Customer Service
Disclaimer
I hereby declare that the above furnished particulars are true to the best of my knowledge and belief.
Declaration Location
Hyderabad
Languages
English
Upper Intermediate
B2
Hindi
Upper Intermediate
B2
Telugu
Proficient
C2
Timeline
Senior Associate
SS&C
05.2021 - Current
Trainee
KARVY
10.2014 - 11.2015
MBA - FINANCE/HR
ST. ANN'S COLLEGE FOR WOMEN
Bachelor of Science - BTECH
AKITS
Intermediate -
Sri Chaitnaya Womens College
High School Diploma -
Keshava Reddy EM School
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