Sunita Prakash Kamble
Process Associate
Pune
Summary
Results-driven Senior Process Associate with 9+ years of expertise in Capital Markets, tax, and auditing. Proven track record in managing complex investor transactions for multi-million dollar funds while ensuring 100% regulatory compliance. Adept at leading cross-functional teams and streamlining accounting workflows to improve operational efficiency. Committed to fostering a collaborative environment and adapting to the fast-paced shifts of the global financial landscape.
Overview
12
12
years of professional experience
1
1
Language
Work History
Senior Process Associate
BNY
06.2016 - 07.2025
- Data management of mutual fund accounts, including IRA and non-IRA accounts.
- Processing investor transactions of funds (subscriptions, redemptions, transfers, and switches), and issuing accurate fund NAV.
- Monitoring transactions and processing the payments via ACH, wire, checks, and internal transfer of funds.
- Submitting adjustments for correcting backdated trades, calculating P&L, NAV, and dividends.
- Reconciling the trade transactions.
- Handling clients' queries, complaints, coordinating with internal teams to investigate issues, and providing effective, prompt solutions.
- Handling the escalation emails, conducting team meetings, and discussing areas of improvement.
- Cross-training team members.
Customer Service Executive
Bajaj Allianz Staffing Solutions
04.2013 - 11.2014
- Handling inbound/outbound calls and HOD/CEO escalations.
- Handling client grievances.
- Coordinating with the branch and internal team to process claim payouts.
- Researching outstanding/unpaid claim payouts.
Education
MBA - International Business
Dr D Y Patil Institute of Management And Research (DYPIMR)
Pune 04.2001 -
B.Com - Commerce
Ness Wadia College of Commerce
Pune01.2014
Skills
Capital markets expertise
Knowledge of trade life cycle processes
NAV calculation proficiency
Financial transaction facilitator
Reconciliation expertise
Process optimization
Effective team engagement
Cash handling expertise
Efficient transaction processing
Skilled in Excel, Word, PowerPoint, and Outlook
Proficient in computer applications
Proficient in managing multiple tasks
Strategic decision-making
Strong verbal,written communication
Timeline
Senior Process Associate
BNY
06.2016 - 07.2025
Customer Service Executive
Bajaj Allianz Staffing Solutions
04.2013 - 11.2014
MBA - International Business
Dr D Y Patil Institute of Management And Research (DYPIMR)
04.2001 -
B.Com - Commerce
Ness Wadia College of Commerce