SOWMYA ANOOP

Perform quality check (QC) of daily process activities - Reconciliation of investment banking distribution payments made to Investor, Journals, Month end reports, Intra-day Reconciliations, Inter-account Transfers, Redemption payments

• Authorizing settled trade payments and money movements in between accounts, batches for funding, Telegraphic transfers
• Streamlined procedures to increase efficiency and monitoring output
• Deliver Client Reports with 100% accuracy and proved expertise in preparing month end analysis of cash flow
• Prepare MIS reports and monthly KPI and report to higher Management
• Prepare Training plan and provide process training for new hires, conduct Knowledge share sessions
• Responsible for the day to day running of the team within the department
• Trained and supervised team on best practices and accurate financial forecasting
• Manage work allocation & monitor the workflow system
• Collaborate & organize meeting with offshore team to discuss and identify process gaps and implement necessary controls
• Conduct error mitigation analysis, formulate RCA – Root Cause Analysis.
• Supported the implementation of new systems or tools by providing specialized knowledge on functionalities and potential improvements.
• Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.
• Collaborated with cross-functional teams to develop innovative solutions, leading to successful project outcomes.
• Managed complex projects from inception through completion, delivering high-quality results within tight deadlines.
• Skilled at working independently and collaboratively in a team environment.
• Passionate about learning and committed to continual improvement.
• Worked well in a team setting, providing support and guidance.
• Self-motivated, with a strong sense of personal responsibility.
• Adaptable and proficient in learning new concepts quickly and efficiently.

• Answering customer calls as per training imparted and standard call handling procedures
• Train and assist new joiners.
• Established positive relationships with customers through personalized interactions and genuine concern for their needs.

• Front Office Administration
• Co-coordinate with Publications regarding placement of Ads
• Co-coordinate with Art Directors regarding art designs and giving suggestions
• Prepare Invoices, Quotations, Release Orders and maintain books of Accounts
• Update Receivables and Payables and report to Management.