A Commerce Graduate with over 8 years of experience in financial markets. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. I've significantly enhanced client service efficiency. Seeking a challenging role to further develop my expertise and contribute to financial growth.
Overview
11
11
years of professional experience
Work History
Morgan Stanley
Associate
Mumbai
05.2022 - Current
Initiate different product accounts on systems for Repo and Stock Loan products.
Manage and prioritize account onboarding for live trades, providing exceptional client service, and fostering strong client relationships.
Coordinate with cross-functional teams, including risk, sales, and documentation, to ensure efficient and timely account opening.
Collaborate with senior stakeholders across divisions to resolve issues promptly, and support operational goals.
Contribute to strategic onboarding projects and global initiatives, enhancing process efficiency, and delivering value-added services.
Prepare stakeholder reports, host meetings with the sales teams, and maintain effective communication to align with business objectives.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Facilitated training sessions for new employees on company policies and procedures.
FIRST ABU DHABI BANK
Senior PBO Officer
Abu Dhabi
09.2019 - 03.2020
Ensure efficient, error-free processing of cash management-related transactions, with strict compliance to policies.
Maintain strict adherence to the agreed SLAs with other units.
Minimize operational risks for the bank by ensuring all transactions are processed in line with the documented standard operating procedures, continuous improvement.
Diligent transaction processing of cash management products related to inward/outward remittances, deposits, loans, etc.
Maintain top-quality service to internal and external customers to avoid any escalations, and provide 24/7 services to VVIP clients.
Maintain the confidentiality of customer sensitive information at all times.
ROXCEL INDIA
Back Office Executive
Mumbai
11.2018 - 07.2019
Coordination with higher management of Indian paper mills for order confirmation, price negotiations, as well as for production schedules.
Handling logistics, agendas, and travel arrangements for meetings and event planning for the board of directors and our colleagues from overseas.
Coordinating with mills for shipping documents, like the Commercial Invoice and Packing List.
Interacting with mills, as well as with Roxcel overseas offices, via email and calls to facilitate communication and enhance business processes.
Communicating with the shipping liners to arrange the containers, as well as to release the BL and COO, COO AI.
J.P. Morgan
Transaction Processing Specialist
Mumbai
05.2016 - 04.2018
Handling mainly Euro payments in the process of EURO Investigations.
Working on queries received from clients and correspondent banks, mainly via SWIFT communication, emails, and phone calls.
Resolving queries received from clients and non-client banks, such as unable to apply, beneficiary claims non-receipt of funds, recall, return of funds, and debit authority via SWIFT messages, e-serve, emails, phone calls, etc.
Working on the reconciliation report, wherein funds are outstanding on internal wash accounts.
Clearing outstanding funds on the Nostro account.
Amendment and cancellation of payments instructed by clients.
Training and helping new joiners in the team, as well as the partner location.
Received Zing awards for being the best performer on the team.
Inputting MT 103s and MT 202s, re-effecting payments, and returning funds.
THE ROYAL BANK OF SCOTLAND (THE RBS)
Digital Banking Executive
Mumbai
04.2015 - 05.2016
Undertake and deal with a wide range of online banking and account-related requests, assist with transactions and inquiries/concerns in an efficient and professional manner.
Give proper direction and clarity to customers by ensuring a fair outcome is achieved, and move to the next request in an appropriate time frame.
Clarify the understanding of customers' needs and issues, and respond so that their expectations are reached and exceeded in line with policies and procedures.
Act as a point of escalation for the customers regarding processes and products, with an understanding of the end process to fulfill customers' requirements in a fair and professional manner.
TATA CONSULTANCY SERVICES - TCS
Transaction Processing Specialist
Mumbai
09.2013 - 04.2015
Investigations of fund transfers, as per client request.
Recall, amend, and trace the request received from the client for the transfer of funds.
Unable to apply queries received from the beneficiary bank due to some missing information.
Used FEED, SWIFT, and SWIFT NET as modes of communication to communicate with other banks.
Investigations of the return of funds received from the beneficiary bank.
Investigations of funding received from the client by the treasury department.
Re-effecting the fresh payment as per the client's request.
Re-effecting the USD payment as per FX guidelines.
Refunding the client's account as per the recall request received, or if funds are returned by the beneficiary bank.