TEJAS SUDESH

• In this role, ensure the accurate confirmation and settlement of financial transactions, including equities, bonds, CD, CP and REPO. Responsibilities often include liaising with counterparties, reconciling discrepancies, monitoring trade discrepancies, and ensuring regulatory compliance to prevent failures in the settlement process.
• People Management:

(1) Working with the team in updating DPADs as part of the yearly sign-off, actively working on quarterly audit requirements, and providing effective training to all the team members on new activities.

(2) As a people manager, I conducted multiple process training sessions, allocated activities, and worked with the team to ensure daily SLAs are met without any delays (3) Developed training materials and conducted training for the people on new process.

(4) Effectively managing leaves, work allocation, and people issues/concerns.

• Project management: Working closely with the entire team to complete testing in the UAT region, preparing the test pack, and providing an overview of development to all team members, along with our onshore team. Successfully completed multiple projects , and improved operational efficiency by identifying process gaps and implementing targeted solutions.) Developed and managed detailed project plans, risk assessments, and stakeholder communications.
• Acted as Scrum Lead for cross-functional teams, implementing tactical fixes and strategic improvements in BAU and non-BAU environments.
• Collaborated with Product Owners to groom and prioritize backlog items for optimal business impact.
• Handled the settlement SWIFT message project, and successfully completed it.
• I worked on the Trade Sanction Project and delivered effectively.
• Received multiple client appreciation for maintaining high standards of service quality
• Awarded 'Top Performer' 2023 and 2024
• Worked on multiple other STP projects to ensure the manual process is being eliminated.
• Foreign exchange transactions: Ensuring that FX trades are confirmed and settled efficiently. It involves coordinating with banks, clients, and internal teams to verify trade details, manage currency cut-offs, and handle discrepancies. I worked on Gross, Netting, and Payment instructions, which include MT202, MT210, MT299, MT199, MT999, and MT103.
• Client onboarding: Facilitates the setup of new clients across the application in order to enable clients to perform trading actively, which involves account setups, SSI setup on the internal system, Alert GCD setup, CMS setups, CTM tolerance, and backend logic as per client requirements (testing exceptions, market charges setup, and Swift inbound rules).
• Developed comprehensive reports detailing findings and strategic recommendations for clients. Established strong working relationships with both internal teams, as well as external vendors and clients.
• Established strong working relationships with both internal teams, as well as external vendors and clients. Provided strategic guidance to clients on best practices for business operations.

• Booking DRL internal trades for the stock movement on client trades.
• Ensuring the instructions are validated with respective agents to settle the trades in market on timely manner.
• Reconciliation of stock positions and ensure that ledger positions are matching with agents (through SWIFT confirmation received from agent).
• Handling email queries, calls with agents, client's exceptions and clearing agents.
• Ensuring all the trades in FNP application are actioned accordingly and comments are updated, which provides clear track on action taken during the day.
• Fails Management - Review of all the failing trades and take appropriate actions to ensure smooth settlements of trades to clear aged breaks.
• Ensured to prepare instructions using Euclid/CREST application and manually releasing MT540/542/599 instructions to agent for settlements.
• Worked on MT540/541/542/543 manual instructions to settle the DRL movement in market.
• Analyzed business processes to identify inefficiencies and recommend improvements.
• Documented standard operating procedures for consistent execution across teams.