Geneva
Operation Management professional with experience in Hedge fund Administration specialized in OTC derivative products (Swaps, Options, Forwards), processing of Corporate Actions and credit events on these products.
Experience in Leadership, strategy, change management, customer relationship management, People management, Process Improvement, Reporting and Deadline management.
Proficiency in working with cross-functional teams, critical thinking and problem solving, Decision making, strong verbal and written communication skills.
1. Managing overall functioning of OTC processes for 15+ active clients, handling escalations, participating in Month-end breaks, KPI and client review calls.
2. Successfully achieved 10% efficiency gain year on year by managing process and application improvement initiatives to increase automation, FTE saving and reduce risk.
3. Managing team functions, resource allocations, mentoring, allocating Goals and preparing performance reviews of team and providing regular feedbacks.
4. Handled OTC ISDA confirmation (paper and electronic) in Associate/Senior Associate roles for Hedge funds and trading advisors.
5. Hands on experience in OTC position and Cash reconciliations for various hedge funds across geographies.
Successfully on-boarded 1 billion+ AUM clients with huge OTC portfolios within record time.
1. Sourcing of bank’s products through channel sales team & franchises of group companies (Kotak life insurance and Kotak securities and its franchises).
2. Responsible for handling Demat & Investment A/c sourcing and query management.
Operations management
Executive Certificate Programme in Fintech & Blockchain from S P Jain Institute of Management & Research, Mumbai
Geneva
DS Match
Bloomberg
Markitwire
JIRA
Executive Certificate Programme in Fintech & Blockchain from S P Jain Institute of Management & Research, Mumbai