Surabhi Pedamkar
Mumbai
Summary
A results-driven investment banking professional with years of experience in financial analysis, and client relationship management. Currently enhancing my skill set by pursuing a Data Analytics diploma to leverage advanced analytical techniques, data-driven decision-making, and cutting-edge tools in the financial sector.
Overview
6
6
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Client Support Specialist
JP Morgan Chase & Company
03.2025 - Current
- Managed end-to-end operations and transaction processing for high-net-worth (HNW) and ultra-high-net-worth (UHNW) client accounts within the Asset & Wealth Management line of business.
- Served as the primary point of contact for USPB clients, delivering responsive, high-touch service across accounts, transactions, and complex banking inquiries.
- Executed time-sensitive money movements, domestic and international wires, and account transfers with strict adherence to compliance, risk, and regulatory standards.
- Conducted detailed cash investigations and account research to resolve complex client issues, ensuring accurate, first-time resolution within established SLAs.
- Partnered with onshore U.S. Relationship managers and internal stakeholders work to enhance client experience and strengthen service delivery.
- Maintained comprehensive documentation of client interactions and transactions in alignment with firm policies, audit requirements, and control frameworks.
- Collaborated cross-functionally with Client Service, Loans, and Operations teams to ensure the seamless execution of high-value client requests.
- Identified process improvement opportunities that enhanced operational efficiency and reduced turnaround time.
- Consistently met strict service-level agreements while maintaining exceptional accuracy and risk management standards.
- Consistently produced high-quality performance and accuracy to meet client expectations.
Risk and Research Specialist
Optimum Infosystem (Citicorp Finance)
12.2022 - 01.2025
- Ensuring timely implementations, and escalating issues to management.
- Ensured strict compliance with the firm's internal risk management policies, resulting in efficient client administration.
- Mastered the firm's internal tools and technologies for seamless uploading of client deliverables, ensuring swift and error-free processes.
- Developed visually appealing and persuasive PowerPoint presentations for client deliverables and internal training topics.
- Maintained real-time updates for client trackers and billing trackers, ensuring up-to-date and precise records.
- Held trainings for new employees and made them well-versed with the process.
- Preparation of weekly and monthly reports as per deadlines.
- Preparation of ad-hoc data and ensuring timely submissions.
Tax Analyst
BSR & Co (KPMG)
01.2022 - 10.2022
- Assist in filing/document management from an internal review perspective.
- Assist in other compliance services relating to the setting up of liaison offices, preparation, and filing of personal tax returns.
- Compliance with the firm's internal risk management policies and client administration.
- Ensure proficiency with the firm's internal tools and technologies to upload client deliverables, etc.
- Preparing PowerPoint presentations on client deliverables, topics for internal training, etc.
Accounts Analyst
Mahindra Integrated Business Solutions
12.2019 - 11.2021
- Accounts Analyst, working on SAP, invoice repair, invoice verification, and processing. Middle office operations.
Education
M.Com -
Mumbai University
Mumbai, India01.2025
B.Com - undefined
MMK College
Mumbai, India01.2019
Skills
Excel
Power BI
problem solving
analytical skills
management skills
Risk Compliance
KYC Verification and Customer Identification
Enhanced Due Diligence (EDD)
Regulatory Compliance and Reporting
SAP ERP
Certification
Certified Investment Banking Diploma from Imarticus
Interests
Swimming
Reading
Cycling
Timeline
Client Support Specialist
JP Morgan Chase & Company
03.2025 - Current
Risk and Research Specialist
Optimum Infosystem (Citicorp Finance)
12.2022 - 01.2025
Tax Analyst
BSR & Co (KPMG)
01.2022 - 10.2022
Accounts Analyst
Mahindra Integrated Business Solutions
12.2019 - 11.2021
B.Com - undefined
MMK College
M.Com -
Mumbai University