Summary
Overview
Work History
Education
Skills
Languages
Awards
Business Resource Council
Timeline
Generic
Sneha Satish Bhatkal

Sneha Satish Bhatkal

Bengaluru

Summary

Dynamic leader with a proven track record at Northern Operating Services Pvt Ltd, enhancing team productivity by 15% through effective performance evaluation and conflict management. Expertise in corporate actions and onboarding processes, coupled with strong problem-solving skills, drives successful outcomes and fosters professional development within teams.

Overview

11
11
years of professional experience

Work History

Team Leader, Client Valuation and Asset Servicing Team

Northern Operating Services Pvt Ltd
12.2021 - 07.2025
  • Led a dynamic team of 10 members, fostering a culture of collaboration and high performance.
  • Implemented a comprehensive productivity assessment framework to evaluate team performance and efficiency and effectively managed team resources.
  • Led the recruitment from list of candidates recommended by recruitment team and on-boarding process, actively participating in the hiring of new team members.
  • Identified and analyzed bottlenecks in workflows, leading to a 15% increase in overall team productivity within 1 year.
  • Established clear expectations for employees, providing guidance when needed.
  • Successfully identified high-potential team members and actively participated in their career development through coaching and feedback on employee performance, encouraging professional development.
  • Collaborated with other departments to ensure alignment of goals across teams on yearly basis.
  • Handling Wealth, Large Corporate and Non Profit Organization client.
  • Resolved client issues in an effective manner while maintaining a high level of customer service.
  • Analyzed key performance indicators to identify effective strategies.
  • Escalation management, resolving client queries within stipulated time period.

Technical Coordinator, Corporate action and Trade Audit Team

Northern Operating Services Pvt Ltd
07.2019 - 11.2021
  • Review trade posting and approvals to sign off audited reports to client.
  • Value catalyst project on Funding disbursement resulting in 1.3 FTE saving.
  • Progressive expertise in analyzing and applying accounting treatment as per GAAP and IRS rules for Corporate action, Holdings, Income processing, ERISA Reports, Cash balances, Foreign exchange. Known for exceptional deal structuring of corporation action events, Trade cycle and Income process.
  • Evaluation and calculation of amortization and accretion on taxable bonds.
  • Handling on-boarding and migration process for new client and creating.
  • Managing migration process for UK and US based clients.
  • Conducted in-depth data analysis, identified trends, and provided valuable insights to clients reports, enabling them to make informed investment decisions by producing periodic reports.
  • Leads on any training and cross-training opportunities as they arise within the department.
  • Excellent exposure on Global and Domestic account procedure, regulatory reports, Units and allocation audit knowledge.
  • Meet all internal & external deadlines of deliverable on daily, monthly and annuals reporting for the clients.

Senior Analyst, Operation Research Analysis Team

Northern Operating Services Pvt Ltd
02.2017 - 06.2019
  • Oversaw the preparation of financial statements, ensuring compliance with accounting standards and regulations.
  • Managed month-end and year-end close processes, streamlining procedures and improving efficiency.
  • Played a key role in the successful completion of external audits, maintaining a clean audit record.

Financial Analyst, Operation Research Analysis Team

Northern Operating Services Pvt Ltd
07.2014 - 01.2017
  • Perform monthly and daily analysis and audit of client's portfolio, utilizing Information Visualization techniques.
  • Resolving queries raised by middle office and other internal teams related to their Security and Transactions in their account.
  • Evaluated performance and calculated Rate of Return (ROR) on investments.

Education

PGDFM -

St Joseph's College of Commerce
Bangalore
04.2015

Bachelor of Commerce -

St Joseph's College of Commerce
Bangalore
04.2014

Skills

  • Leadership and Team Management
  • Performance Evaluation
  • Conflict Management
  • Risk Assessment
  • Problem Solving
  • Escalation Management
  • Corporate action
  • Income Statements
  • Onboarding and Migrations
  • Amortization and Accretion of taxable bonds

Languages

  • English
  • Kannada
  • Hindi
  • Konkani
  • Marathi

Awards

  • Best performer of the year 2016
  • Gold award for value catalyst project in 2019
  • Monthly and Quarterly performer 2015, 2017 and 2023
  • Star Performer 2015, 2021, 2023
  • Recognized for leadership in building a cohesive and high-performing team through effective recruitment and retention efforts.
  • Received commendation from upper management for outstanding leadership in productivity enhancement strategies.

Business Resource Council

Core Committee Member of LGBTQ+ Corporate Group, Spreading awareness, Ally, Training and Counselling., Participating in industry level meets and sessions.

Timeline

Team Leader, Client Valuation and Asset Servicing Team

Northern Operating Services Pvt Ltd
12.2021 - 07.2025

Technical Coordinator, Corporate action and Trade Audit Team

Northern Operating Services Pvt Ltd
07.2019 - 11.2021

Senior Analyst, Operation Research Analysis Team

Northern Operating Services Pvt Ltd
02.2017 - 06.2019

Financial Analyst, Operation Research Analysis Team

Northern Operating Services Pvt Ltd
07.2014 - 01.2017

PGDFM -

St Joseph's College of Commerce

Bachelor of Commerce -

St Joseph's College of Commerce

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Sneha Satish Bhatkal