Siva Kumar Sangisetti
Gannavaram
Summary
Dynamic Senior Process Executive with extensive experience at Cognizant Technology Solutions, adept at resolving complex financial transactions and enhancing operational efficiency. Proficient in M.S. Office and knowledgeable in Eagle Investments, I excel in stakeholder communication and training, driving process improvements that ensure compliance and client satisfaction.
Overview
5
5
years of professional experience
Work History
Senior Process Executive
Cognizant Technology Solutions
Hyderabad
11.2023 - Current
- Reviewed customer service requests and provided solutions within specified timelines.
- Designed and executed training programs for staff on new processes and technologies.
- Resolved issues arising from process changes in a timely manner.
- Processed Qualified Charitable Distribution (QCD) checks from IRA Trade and Roth accounts as per client requests, ensuring compliance with financial regulations.
- Managed 529 accounts by transferring securities and cash, handling ownership changes, and maintaining accurate transaction records.
- Performed recharacterization calculations to facilitate the removal of contributions as per client instructions.
- Computed profit and loss adjustments for excess contributions and processed removal transactions in compliance with regulatory guidelines.
- Handled residual fund transfers between accounts, ensuring accuracy and proper reconciliation based on prior transactions.
- Facilitated cash and securities transfers in divorce settlements, ensuring seamless account transitions per client directives.
- Reviewed and approved Letters of Authorization (LOA), Power of Attorney (POA) requests, recurring transactions, and deposit holds within Tascone.
Senior Representative
BNY Mellon International Operations (India) Pvt ltd
Chennai
06.2022 - 02.2023
- Working on Trial Balance to Generate Opening and Closing balances from Eagle Investments application
- Responsible for reconciling cash, Trade and position between accounting and custody
- Working on Collateral
- TLM Cash Reconciliation, Investigating the break between custody to Accounting and have to provide proper comment
- Manual Cash Reconciliation to investigating break and need to post the adjustments like bond interest, Collateral interest, Equities and dividend Etc
- Worked on NAV Calculation
- Preparing and loading of IPT and Future margin loaders
- Working on daily and monthly EOD macro enabled Checks
- Sending mails to Custody for unknown transactions
- Follow up on emails with Onshore team (Singapore)
Senior Associate
KFin Technologies pvt ltd
Hyderabad
12.2019 - 09.2021
- Responsible for smooth processing of all day to day Non Commercial transactions
- Investor Grievance - Resolving various complaints received from the Unit holders through letters, emails and telephonic call's
- Creating, maintain and updating investor records
- Process the NCT request online, Banking the payment instruments (Cheque and drafts) given by the investor and notifying to the AMC
- Overall control in ensuring timely clearance of request's relating to Registration of nominee, Change of bank mandate, stop transfer of shares, change of signature, change of PAN and change of email and mobile number etc
- Sending statutory and periodic information to investors
- Co-ordination with K Fintech and UFC branches all over India for transaction related issue's
Education
B.Com - General Studies
Chaitanya Degree College
Vijayawada01.2019
Intermediate Education -
Sri Venkateswara Junior College
Vijayawada01.2016
Skills
- MS Office
- Knowledge on Eagle investments Application
- Knowledge on Derivatives and Hedge funds
- Working knowledge on Salesforce on PEGA Tools
Hobbies and Interests
- Listening music
- Playing Chess
- Badminton
Disclaimer
I hereby declare that the above furnished information is true to the best of my knowledge and belief.
Languages
- English
- Telugu
- Hindi
Personal Information
- Father's Name: Sangisetti Nagabushanam
- Mother's Name: Sangisetti Mangamma
- Date of Birth: 07/12/99
- Nationality: Indian
Accomplishments
- Got an award in 3rd quarter as Performer of the Quarter.
Timeline
Senior Process Executive
Cognizant Technology Solutions
11.2023 - Current
Senior Representative
BNY Mellon International Operations (India) Pvt ltd
06.2022 - 02.2023
Senior Associate
KFin Technologies pvt ltd
12.2019 - 09.2021
B.Com - General Studies
Chaitanya Degree College
Intermediate Education -
Sri Venkateswara Junior College
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