Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Competencies Overview
Timeline
Generic

Vamsi Krishna J

Wealth managament/Asset management/investment banking
KADAPA

Summary

Finance professional with proven work experience of 13.6 years in Financial Services. Developed, Implemented, & Maintained departmental SLA's Ability to assist Senior Management by involving in multiple tasks in a pressured environment Ability to be liaison between Technical&Non-technical teams

Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.

Overview

15
15
years of professional experience
3
3
Languages

Work History

Assistant Manager

HCL STATE STREET SERVICES PVT LTD
06.2021 - 03.2023
  • Successfully migrated the process from Ireland and Italy with 33 FTE job.
  • Managing daily activities and smooth functioning of process to ensure timely delivery to client with 100% accuracy per defined PSA(price service action)
  • conducting training sessions for newly hired employees and overseeing proficiency projects for security valuations across various locations.
  • member of interview panel
  • Addressing any audit related queries from onshore in terms of process, escalating any system bugs or limitations to the IT team and onshore counterparts and proposing improvements.

Process Lead

CAPGEMINI TECHNOLOGY SERVICES INDIA LTD.
10.2019 - 11.2020
  • Product Reference Data Group - Pricing
  • Pricing securities in our internal system FPM [Firm Price Management] ensuring the price is maintained for 35 days.
  • Sourcing prices from approved sources on all securities appearing in the reports.
  • Contacting respective pricing vendors to check for price variance +/- 4% for confirmation.
  • Product Reference Data Group - Security Master
  • Creation, Track and Research of Securities (Equity, Bonds, Mutual Funds, AI, Hedge funds etc.) in the company's database to be traded by the Trade Desks in US.
  • Research on Bloomberg, TELEKURS, and Reuters to get required information for Asset creation.
  • Tracing Symbol changes, Listings & Delisting of Equities in the Stock Exchanges.
  • Moving the Positions from one security to another as required.
  • Track the Options from the Options Clearing Corporation and create/Update the same in the company Database on daily basis.
  • As per notifications from data providers modify the security information and inform the changes to respective teams.
  • Perform second level checks for the assets which are created by other team members.
  • Working on KANA cases which are raised by HNI client and resolve all queries on timely basis.

Business Development Manager

SBILIFE INSURANCE CO LTD.
05.2013 - 01.2019
  • Maintaining the liaison with Bank staff and controllers in the Banc assurance channel.
  • Attending leads of both Retail and current account customers with bank staff ensure business mobilized from the customers.
  • Taking care of assigned bank branches in terms of business, renewals and addressing the grievances of the clients.
  • Mentoring the bank staff about the products on regular basis, enlightens them how to generate income from cross selling the insurance products and its importance.
  • Grabbing the attention of different departments, addressing to them about product snapshot.
  • Converting the inactive CIF to active CIF by motivating, which is a turn around to the company as he (CIF) involves in generating leads and converting them.
  • Maximum Housing loan penetration.
  • Played a key role in getting maximum number of Recurring deposits to the bank branch and this in turn will be used for the client for his insurance renewal premium.

Senior Specialist

BARCLAYS FINANCIAL AND SHARED SERVICES PVT LTD.
08.2012 - 02.2013
  • Working very closely with investment managers, prime brokers, trading desk and internal groups (corporate actions, clearance and settlement team) to ensure BAU requirements are taken care.
  • Ensuring seamless operations of all processes with no KPI breaches with comprehensive risk mitigation and appropriate controls.
  • Handling team/client escalations on priority to ensure the best possible client experience.
  • Identify process improvements and synergies on an ongoing basis and liaise with subject matter experts on project enhancement for existing and new markets and monitor trends.

Senior Analyst

NORTHERN TRUST FINANCIAL OPERATIONG SERVICES PVT LTD.
02.2011 - 07.2012
  • Worked for London asset coding and pricing team.
  • Ensure quality check to be done for the associates and prepare the quality metrics.
  • Mentoring the associates about the workflow process through power point presentation and addressing the queries of the associates, thus acting as Subject matter expert to the team.
  • Preparing flow charts of the process and updating the SOP's accordingly.
  • Provide dashboards and MIS data as per Management requirements.
  • Involving on process efficiency and automation projects.
  • Daily Monitoring of Escalations and BAU issues.

Process Specialist

UBS INVESTMENT BANK.
12.2007 - 02.2011
  • Mentoring the onboard staff and ensure proper training is given to them regarding the process.
  • Creation, track, research and pricing the securities (Equities, Bonds, Options etc.) in the company's database to be traded by the Trade desks in US.
  • Tracing symbol changes for Equities as per the listing and delisting in the stock exchanges.
  • Research on corporate actions of the firms and their effect on securities issued.
  • Ensuring 100% EOD pricing accurately to reflect in Client account statement.
  • Research and follow-up with the various vendors, approved pricing sources and trade desks to source prices for securities, where the vendor feed is not available.
  • Preparing samples for SOX audit and the same is discussed during the monthly corporate review meet.
  • Ensure in meeting SLA's.
  • Ensure quality check and third eye check for the associates in the team and to ensure the completely work for the day.
  • Prepare EOD report and submits to the team manager.
  • Pricing Precious metals.

Education

Master of Business Administration -

Gurunanak college of management

Bachelor's - Commerce & Computers

Sadhana Degree college

Skills

  • Bloomberg Terminal
  • S&P
  • Reuters Data Scope Equities
  • IDC (Interactive Data Corporation)
  • Euro Clear
  • Understanding of Product, Process & Trade Life Cycle

Accomplishments

  • Best Manager for transitioning the 2 Business migrations successfully.
  • Best Employee Award for consistent performance in the year 2011.
  • Received appreciation from Delivery Head and Manager for quick response for Branch query without any SLA breach which helped an Ultra High Net worth client.
  • Best Outstanding Performance of the year 2009 & 2010.
  • Received several customer/client appraisals and recognitions.

Personal Information

Date of Birth: 04/05/81

Competencies Overview

Ensuring that SLAs are met on a daily basis for all the outstanding trades., Negotiating and liaising with the front office, Middle office, client service teams., Managing customer centric operations, forwarding customer queries to the concerned department., Leading, mentoring and monitoring the performance of the team members.

Timeline

Assistant Manager

HCL STATE STREET SERVICES PVT LTD
06.2021 - 03.2023

Process Lead

CAPGEMINI TECHNOLOGY SERVICES INDIA LTD.
10.2019 - 11.2020

Business Development Manager

SBILIFE INSURANCE CO LTD.
05.2013 - 01.2019

Senior Specialist

BARCLAYS FINANCIAL AND SHARED SERVICES PVT LTD.
08.2012 - 02.2013

Senior Analyst

NORTHERN TRUST FINANCIAL OPERATIONG SERVICES PVT LTD.
02.2011 - 07.2012

Process Specialist

UBS INVESTMENT BANK.
12.2007 - 02.2011

Bachelor's - Commerce & Computers

Sadhana Degree college

Master of Business Administration -

Gurunanak college of management

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Vamsi Krishna JWealth managament/Asset management/investment banking