Tanuj Shukla
Hyderabad
Summary
Goal-driven and detail-oriented Analyst with 3+ years of experience in foreign exchange trade processing, transfer agency, and operational oversight within global financial institutions. Skilled and polished in managing and breaking down large volumes of information, and resolving issues in operations, workflow, and production by uncovering trends that impact business success. Experienced in managing relationships with service providers, ensuring smooth settlements across global markets, and improving operational accuracy. Adept at risk assessment, stakeholder management, and delivering high-quality results under tight deadlines.
Overview
7
7
years of professional experience
Work History
Investment and Trade Operations (Global Trade Services)
Franklin Templeton Investments
Hyderabad
11.2022 - Current
- Manage the foreign exchange trade lifecycle, including insertion, matching, and confirmation of the trades.
- Coordinating with brokers and custodians for the resolution of any discrepancies or instructions to ensure the timely settlements in order to avoid any overdrafts or charges.
- Oversee the Finastra platform to enhance efficiency and mitigate operational risks by identifying discrepancies and getting the trades matched.
- Prepare and monitor the deadline reports to mitigate the risk of trade failure.
- Conducting the due diligence processes by preparing and monitoring the exceptions and risky items reports.
- Efficiently performing under tight deadlines and high-pressure environments, while ensuring accuracy.
- Prepare and reconcile the daily reports to promote internal oversight and transparency.
Intern
Axis Bank Ltd
Raipur
06.2020 - 08.2020
- Delivered customer service support including account queries, statement provision, and online banking guidance.
- Promoted bank services and contributed to deposit growth through client engagement.
US Transfer Agency
Franklin Templeton Investments
Hyderabad
05.2018 - 05.2019
- Maintained shareholder records and processed share/fund transfers with accuracy.
- Updated broker-dealer and financial advisor information to improve operational efficiency and record accuracy.
- Coordinated with internal teams and stakeholders to resolve issues promptly.
Education
Post Graduate Diploma - Management
ITM Business School
Navi Mumbai01.2021
Bachelor of Commerce -
St. Joseph's Degree & PG College
Hyderabad01.2018
10th & 12th Standard -
D.A.V. Public School (CBSE)
Korba01.2015
Skills
- Risk and control self-assessment
- Relationship management with multiple external teams ie Brokers and Custodians
- Operational issue resolution
- Performing under pressure and cut-offs
- Handling due diligence
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Investment and Trade Operations (Global Trade Services)
Franklin Templeton Investments
11.2022 - Current
Intern
Axis Bank Ltd
06.2020 - 08.2020
US Transfer Agency
Franklin Templeton Investments
05.2018 - 05.2019
Post Graduate Diploma - Management
ITM Business School
Bachelor of Commerce -
St. Joseph's Degree & PG College
10th & 12th Standard -
D.A.V. Public School (CBSE)
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