Siddhesh Habde
Dombivli
Summary
With 08+ years of professional experience in client service and operations. I have been skilled at multitasking and maintaining a strong attention to detail. Employee professionalism and communication skills to meet client and company needs.
Versatile specialist with results-driven and focused approach to completing work. Skilled leader, planner and problem-solver with several-year career in the field. Known for excellent attention to detail and great work ethic.
Resourceful Specialist known for high productivity and efficient task completion. Skilled in data analysis, project management, and strategic planning. Excel at communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Skilled Specialist with expertise in project management, problem-solving and team leadership. Strengths lie in ability to efficiently manage multiple tasks, develop strategic plans and ensure successful execution of operational goals. Previous experience led to significant improvement in workflow processes and overall performance efficiencies. Demonstrated skills include adaptability, negotiation and strong communication abilities.
Strategic professional in business operations known for high productivity and efficiency in task completion.
Specialize in process optimization, project management, and data analysis, ensuring streamlined workflows and enhanced operational efficacy. Excel in communication, problem-solving, and leadership, leveraging these soft skills to drive team success and achieve organizational goals.
Overview
8
8
years of professional experience
Work History
Specialist, Quality Coach and Acting Team Lead, Financial Services Operations
SS&C FinTech
Airoli, Navi Mumbai
09.2016 - Current
- Working in Transfer agency process. Part of Operational Controls team. Our team focuses on below core tasks on daily basis:
- Compliance reporting
- Fraud Investigations
- AML checks
- Transactions Monitoring
- Risk Management
- Review of Risk level changes
- Data Analysis
- Third party investments and withdrawals Investigations like third party investment, withdrawals, Transfer out and Transfer-in transactions/deals.
- Investigations of changes in client's personal details like change in name, address, email address, contact number, etc. If the changes are not genuine and of any suspicious activity then we refer the case to MLRO and Management Company for the further actions.
- Reporting suspicious activities to the MLRO and Management Company via SAR.
- Responsibilities include fraud investigations, transaction monitoring, maintaining procedural updates, and client interactions.
- Managing multiple reports for more than 30+ Management Companies on daily basis.
- Review of corporate and private clients.
- Buddy training
- Quality checking
- Review and promptly responding to the emails and escalations from other team and Management Companies.
- Daily huddle
- EOD tasks like review of checklist, signing off OCP, etc.
- Developed and implemented specialized procedures for customer service operations.
- Researched and analyzed customer feedback to identify areas of improvement.
- Coordinated with other departments to ensure efficient workflow processes.
- Provided technical support for customers in resolving complex issues.
- Assisted in developing strategies to increase customer satisfaction levels.
- Participated in ongoing training and compliance activities.
- Employed refined project management skills for task completion.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
Education
MBA - Financial Management
NMIMS Institute (Narsee Munji Institute of Management Studies)
Ville Parle, MumbaiBachelor In Commerce (B.Com) -
University of Mumbai
H.S.C -
Mumbai University
S.S.C -
Mumbai University
Skills
- Team player
- Quick learner
- Commitment towards work
- Willingness to learn new things
- Ability to work under high-pressure environment
- Responsive to the growing and dynamic needs of organization
- Problem solving attitude and attention to detail
- Flexible to work in any shift to support global offices
- Customer Relations
- Quality Assurance
- Root Cause Analysis
- Management collaboration
- Process Analysis
- Data Analysis
- Process Improvement
- Analytical Thinking
Accomplishments
- 20+ Individual Awards
- TITAN OF THE MONTH Awards
- SPOT awards
- Above and beyond awards (A&B)
- Team awards
- Conducted internal Audit Within the team
- Acted as point of contact
- Received multiple appreciations from manager and UK counterpart for handling and closing of ad hoc task without impacting BAU
Activities
- Arranged fun activity for teams
- Arranged outings for the teams
Personal Information
- Date of Birth: 05/03/96
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
- English
- Hindi
- Marathi
Hobbies and Interests
- Listening music
- Watching movies
- Playing outdoor and indoor games
Projects
Joined UK project at the initial stage and successfully migrated the process. Assisted Clients in understanding of process.
Languages
English
Advanced
C1
Hindi
Advanced
C1
Marathi
Advanced
C1
Timeline
Specialist, Quality Coach and Acting Team Lead, Financial Services Operations
SS&C FinTech
09.2016 - Current
MBA - Financial Management
NMIMS Institute (Narsee Munji Institute of Management Studies)
Bachelor In Commerce (B.Com) -
University of Mumbai
H.S.C -
Mumbai University
S.S.C -
Mumbai University
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leaveStock Options / Equity / Profit SharingQuote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
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