Vaishnavi Srinivasan
Associate - Client Implementation| Client Onboarding| Jr. Team Lead
Mumbai,MH
Summary
7 years of experience in the Operations under Global Market division working as Junior Team lead under Client Implementation/Client onboarding, AML, and Project Management. Expertise in working with Oracle, JIRA, RM, IAM, Salesforce, Citrix, On-base, SQL, KPI/ OKR Metrics Framework, Foreman, and User Acceptance, Regression Test Execution. Consistent performance and contribution to team success through hard work, attention to detail, and excellent organizational skills.Motivated to learn, grow, and excel. Proven success in leadership, operational excellence, and organizational development with a gift for inspiring management and team members to excel and encourage a creative work environment. Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Associate | Junior Team Lead
Goldman Sachs Poland Services, sp. z o.o
Warsaw, Poland
1 2022 - 06.2024
- Client Implementation/Client, Coordinate with internal stakeholders, Regulatory, compliance, KYC/ Due
- Diligence / AML/Middle office, and external clients to obtain relevant onboarding requirements for account maintenance and opening
- Interaction with clients and sales in resolving possible issues and providing timely feedback including KPI/OKR reporting and escalation across various divisions
- Acts as SME to senior stakeholders and /or other team members by managing the team
- Work with Product, Design, and Engineering teams to develop, implement, and deliver complex and strategic cross-divisional initiatives
- Establish and develop an effective working relationship with stakeholders
- Involved in User Acceptance Testing (UAT), Regression, and Prod Testing for new system implementation and maintaining the regular report metrics
- Identification of Process improvement, procedure updates
- Handling urgent and escalation cases and managing client and internal team expectations
- Monitor and perform final QA checks for the internal team to reduce the Risk
- Facilitate the performance of quality assurance testing, migration plans, and post-implementation reviews alongside product
- Managed a large distributed team of developers, testers, and operations staff and coordinated their efforts to ensure successful project completion
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
- Directed and supervised team of 7 engaged in Team collaboration and on Process development
- Improved team productivity by implementing efficient project management strategies and streamlining communication channels
- Nurtured long-term partnerships with clients by understanding their needs accurately, delivering projects on time, and providing exceptional customer support
Operations - Senior Analyst
Goldman Sachs Poland Services sp. z o.o
Warsaw, Poland
09.2019 - 12.2021
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters
- Engage with Relationship Management’s, IMO, and clients as required to obtain any kind of missing documents based on the companies policy
- Check and perform on-boarding documents, FATCA and CRS requirements
- Regulators for new and existing bank clients
- Provide Approval in opening new accounts
- Develop required reporting and identify and implement efficiencies.
- Increased customer satisfaction levels with detailed performance monitoring and targeted improvements.
- Implemented effective risk management strategies, minimizing potential disruptions to operations and reducing financial impact.
- Incorporated big data analysis techniques into operations planning, processing 10000 terabytes of data to expose predictable trends and likely outcomes
Partner Onboarding Specialist III
Poland Sp Zoo
Warsaw, Poland
03.2019 - 08.2019
- Onboarding new Clients and reviewing incoming applications for completeness and correctness
- Activating new agents on MGI Network through collaboration with key stakeholders such as credit, GDD, Compliance, and Commissions
- Escalating issues to appropriate stakeholders across organization to ensure correct and accurate information
- Experiment with data management in Oracle, Salesforce, and On- base
- Ensuring all regulatory requirements have been satisfied in order to allow partner to initiate transactions and positions information across wide range of trading financial products and Business lines as well as ensuring compliance with FCA regulations
- Enhance reporting process by documenting requirements to address regulatory reports for remediation and product discrepancies
- Communicate with internal stakeholders on frequent basis and manage business partner expectations and build good rapport.
- Analyzed marketing data and trends to identify opportunities for improvement
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution
- Led successful sales presentations to prospective clients, resulting in increased partnerships and collaboration opportunities
Partner Onboarding Specialist II
Moneygram, Sp Zoo
Warsaw, Poland
09.2017 - 02.2019
- Maintained highly effective productivity & internal quality through the job period
- Completing their Service level agreement and targets
- Got appreciated and recognized for completing the project on time and got rewarded
- Monitored new joiners, assisted and trained them with Knowledge
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution
- Collaborated with cross-functional teams to achieve project goals on time and within budget
- Created and delivered presentations to internal and external stakeholders to showcase work
- Developed strong client relationships through consistent communication and attentive service
Education
Bachelor of Science - Computer Science And Engineering
Dr. K. Vasudevan College of Engineering AndTechnology
Chennai 08.2012 - 05.2016
Skills
Risk Management
Quality Control
People Management
Process Improvement
Client Onboarding
Operations
Due Diligence
Leadership Skills
Fast Learner
Ability to Work Under Pressure
Teamwork Skills
Effective Time Management
Coaching and Mentoring
Performance monitoring
Operations Management
Client Support
Project Management
Client Relationship Management
Operational Excellence
Report Generation
Document reviews
Technical Skills:
Microsoft Office - Microsoft Suite,Microsoft Excel
Tools - MS Visual Studio, Salesforce, RM, IAM, Oracle, Citrix,JIRA, Foreman, Onbase, Alteryx
Databases - MS SQL, MS Access
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Operations - Senior Analyst
Goldman Sachs Poland Services sp. z o.o
09.2019 - 12.2021
Partner Onboarding Specialist III
Poland Sp Zoo
03.2019 - 08.2019
Partner Onboarding Specialist II
Moneygram, Sp Zoo
09.2017 - 02.2019
Bachelor of Science - Computer Science And Engineering
Dr. K. Vasudevan College of Engineering AndTechnology
08.2012 - 05.2016
Associate | Junior Team Lead
Goldman Sachs Poland Services, sp. z o.o
1 2022 - 06.2024