SURAJ MOHANDAS MANAGER / BA
Chennai
Summary
Performance-oriented, Persuasive and intelligent professional with 11 plus years experience in wealth operations in Investment Banking industry. Aiming to leverage my skills to successfully fill the role at the company. To make a sound position in the corporate world and to succeed in an environment of growth and excellence and earn a job which provides me job satisfaction and self-development and also to be involved in work where I can utilize skill and creatively involved with system that effectively contributes to the growth of Organization. Talented Manager with expert team leadership, planning and organizational skills built during successful career. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager / BA
Barclays Bank Execution Services
11.2016 - Current
- SME of settlement - Error control and transfer process and trained in other settlement process
- Migrated new process from onshore and successfully completed and moved to live
- Organize & Lead Requirement Gathering (Elicitation) meetings using techniques like Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions and Focus Group Discussions .
- Complete understanding of SDLC process and Agile & waterfall methodologies
- Defining scope, Gap analysis, Stakeholder Analysis & Management, Sprint Planning, sprint review, Product Backlog Management and Change request Management.
- Performed quality assurance (functional testing) and user acceptance testing facilitating on-time, on-budget and acclaimed 'go-live' of the Avaloq application
- Responsible for maintaining procedures and MI for the process
- Being an SME trained new members and maintained KTT
- Responsible for submitting data for weekly and monthly dashboard to top management and attending weekly risk call
- Performed control testing and completed RCSA for settlement and transfer business
- Took ownership of weekly review of all cases to ensure SLA are met consistently and take preventive actions
- Maintained a close relation with front office senior stakeholders and dealing team for timely completion of request received
- Able to test business applications from a business perspective to ensure that all clients requirements are incorporated into the design
- Prepared standard operating procedures, Manuals to facilitate smooth functioning of support and setup activities
- Work as part of an interdisciplinary team to achieve project milestones
- Delivering and implementing the project as per scheduled deadlines, extending post-implementation and maintenance support to the technical support team and client
- Handling Escalations and other miscellaneous queries
- Placing for trades to be processed and confirm settlement to enable transfer of assets and Monitoring active trade and investigate failed trades
- Was part of key migration like SRP and Avaloq project
- Maximized performance by monitoring daily activities and mentoring team members.
- Managed and motivated employees to be productive and engaged in work.
Senior Associate
BNP Paribas Securities Services
04.2012 - 06.2016
- To monitor, control, and ensure the accuracy of static data in systems and its maintenance and follow up promptly on any discrepancies and exceptions and report to Management
- Ensure adequate internal controls are in place to minimize errors and provide an adequate audit trail
- Responsible for day to day BAU operations - set up of static data, updating prices, conduct quality control checks (of activities done by offshore teams); resolution of data quality issues
- To turn around set up requests / downstream business requests in time
- To communicate and engage effectively between client / retained and to collaborate with offshore teams for data quality issue resolutions
- Quality assurance - 4 eye checks, reconciliation, Updating MIS and updating KPI's on time with accuracy and have been involved in various UAT Testing
- Data maintenance - security set up, corporate actions, data enrichment
- Client facing support - quick response to internal / external clients on data quality and other issues; resolution; SLAs & expectations are achieved and Ensuring utilization of existing resources
- Planning targets, monitoring numbers and achievement of overall targets on a daily, weekly & monthly basis
- Monitoring overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level.
Education
MBA - Finance -
SRM University
03.2012
B.COM -
SNMV College, Bharathiar University
04.2010
Skills
Capital Markets
Static & Reference data
Transfers
Settlements
Process improvement
Business Analysis
Middle Office
RCSA
Stakeholder Management
Due Diligence
TECHNICAL & APPLICATION SKILLS
- Avaloq
- Hiport
- Bloomberg
- Reuters
- Interactive Data
- Intellimatch
Certification
- Simplilearn Business Analysis Certified (CCBA)
- Simplilearn Agile Scrum Master
Awards
- Received Appreciations from Client for handling high volume and support provided round the clock.
- Received recognition rewards from client and top management for successful completion on projects
- Received recognition rewards for "Team of the Quarter".
- Received recognition in terms of migration from the client level side and top management
Projects
Project Altus ( May 2017 - Nov 2017 )
- Manage the development and delivery of Altus application for wealth management in Barclays. Gather
requirements & implement Altus application by using test driven development by creating interface to
fund managers using SWIFT . - Avaloq application process enhancement for better delivery to stakeholder .
- Performed GAP fit analysis and to ensure there is no assumptions or risks to the process and changes . As a result reduced the TAT, Improved fund transfer using SWIFT , SLA has reduced from 60 days to 20 days.
AXA Client Migration ( Apr 2014 - Aug 2014)
- The client wants to create a bulk number for securities which includes bonds and equities.
- The deadline for the stocks to be created in the software platform was short , with limited resources
the migration has been completed with the deadline , which helped the client to trade the securities
in live market in profit.
Timeline
Manager / BA
Barclays Bank Execution Services
11.2016 - Current
Senior Associate
BNP Paribas Securities Services
04.2012 - 06.2016
MBA - Finance -
SRM University
B.COM -
SNMV College, Bharathiar University
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