Sumit Mane
Investment Banking
Pune
Summary
Dedicated professional with 13.5 years of outstanding performance in investment banking industry. Accountable, ambitious, able to remain focused and productive in challenging situations. Consistently delivering top quality services and expertise to clients and stakeholders.
Overview
14
14
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Senior Representative, Fund/Client Accounting
BNY Mellon International Ops India Ltd
12.2022 - Current
- Utilized Power BI to create interactive dashboards to monitor reconciliation metrics and team KPIs.
- Leveraged SQL to extract and manipulate large volumes of custody and trade data for NAV variance analysis.
- Automated manual data tasks using SQL queries, improving accuracy and turnaround time by 20%.
- Elicited stakeholder feedback and collaboration to apply to analysing business data.
- Translated business requirements into high-level conceptual design to meet programme performance, usability and scalability criteria.
- Managed cross-functional teams to deliver project outcomes within agreed timelines and budgets.
- Delivered clear, actionable observations and offered targeted recommendations for business improvement.
- Identified gaps between current state and desired Future state of process.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Drafted business scope, functional and technical requirements of the projects.
- Assisted developing training models for newly implemented projects.
Process Lead (Individual Contributor)
Infosys BPM Pvt. LTD
08.2021 - 12.2022
- Leading Transition of Trust Service Funds Trade Recon process from Onshore to Offshore
- Responsible to identify and automate Manual work to improve quality and accuracy
- Building SOP for all functions and maintaining MIS and dashboard
- Handling Team of 6 members in Trade Recon process and Work allocation within Team
- Liaising with Onshore Team to settle down newly on-boarded process/functions and Working towards operational readiness
- Responsible to work and schedule Knowledge Transfer training sessions from Onshore to Offshore and conduct PKT for team members.
Senior Analyst
Northern Operating Services Pvt. LTD
11.2019 - 08.2021
- As a custodian, we are responsible to serve our clients and provide them the best services which we have agreed upon
- We as a team, perform the reconciliations based on the monthly basis which involves two way process from client and custody
- We basically work upon NAV calculations and the asset level discrepancies which involves working on the variances such as Nominal, Prices, Cash, Accruals/Income and Pending cash
- Our main role here is to reduce the variance in the Market Value which impacts the total Net Asset Value of the total portfolio of clients account
- This involves working on the discrepancies highlighted by the Investment Manager on behalf of the client and investigating on it
- Dealing with the Account Managers, Handling the client queries, Escalating the issues to the higher management, providing timely completion of the work on and before the deadlines are some of our major BAU activities.
Senior Associate
State Street Syntel Services Pvt. LTD
12.2011 - 11.2019
- Responsibility to provide the updates and pre and post recons email summary to Client Service team for New Win, Termination and other Client event accounts
- Driving the conference call with Client and functional team (Income team, TM team, MCP Team, Derivative Team and Corporate Action Team) on weekly basis to discuss the latest update on open aged exceptions
- Preparing Transaction Management Invoicing, Transaction metrics, KPI, Monthly deck and Trend Analysis reports for client billing purpose and send to client
- Preparing SOP's to ensure quantity of work remains on top and same has been approved by client
- Initiating weekly meeting and updating the new process updates to the team members and providing process training to the new joiners
- Escalation of potential risk and exposure on a timely basis and ensuring appropriate prioritization of daily work efforts and management of capacity and workloads
- Responsibility to give coverage on Client holiday
- Preparing various reports as per management requirements like, error tracker, daily attendance, leave planner, training tracker, system outage tracker, application revocation tracker etc.
Education
Bachelor of Commerce - Banking and Finance
Ness Wadia College of Commerce
Skills
Analytical thinking
Certification
NCFM – Equity Derivatives: Beginners Module - (70 %)
Timeline
Senior Representative, Fund/Client Accounting
BNY Mellon International Ops India Ltd
12.2022 - Current
Process Lead (Individual Contributor)
Infosys BPM Pvt. LTD
08.2021 - 12.2022
Senior Analyst
Northern Operating Services Pvt. LTD
11.2019 - 08.2021
Senior Associate
State Street Syntel Services Pvt. LTD
12.2011 - 11.2019
Bachelor of Commerce - Banking and Finance
Ness Wadia College of Commerce
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