Hi, I’m
Vasudevan K V
Client Data Operations - New Client Onboarding
Bangalore
Overview
15
years of professional experience
13
Client Onboarding - New Client Onboarding
Work History
JP Morgan chase India pvt ltd
Anaylst
08.2021 - Current
Job overview
- Supported as Anaylst for Client Onboarding - Client Documentation and Maintenance
- Process/Validate account opening and various types of maintenance requests for the accounts of Private Banking clients
- Ensure that all the requests are completed before cutoff and there is no SLA miss
- Liason with onshore partners and investor groups for timely resoloution of prexceptions/queries
- Respond promptly and accuratley on requests and inquries from the Front Office and Service Group
- Contriutions towards other processes during the cyclical phase of low volumes
- Ensure adherence to all service level commitments, process controls, and escalation policies
- Question on status quo and suggest/bring changes
- Active involvement in and contribution for Global Projects/Local Initiatives
- Assist and ensure a compétitive and transparent work culture.
JP Morgan chase India pvt ltd
Anaylst
11.2017 - 08.2021
Job overview
- Supported as Anaylst for Address Intitation – Global Account Maintenance
- Intiitate address or address related workflows to update client legal and/or Mailing address to various PB products and platforms
- Ensure the the client address is applied to every product and platform in timely and accurately to ensure the proper client expérience is achieved
- Ensure the Client Statements are delivered to the client on timely manner
- Ensuring SOP followed by the team are up to date
- And the team is following the same diligently
- Be part of weekly calls to receive updates form Onshore Team on the volume fluctuions
- Keep Track on all the operational error active and closed
- And chase the Operations team to close the incident at the earliest with remédiation action
- Responsible for extrating the volumes from the Workflow and sending the SOD and EOD report for the volumes processed for the day by the team and sending the report for senior management for review
- Manange and lead discussions on exceptional cases.
JP Morgan chase India pvt ltd
Team Member/Anayalst
12.2010 - 11.2017
Job overview
- Supported as Team Member/Anayalst for Client On boarding to avail the various Worldwide Securities Services like custody, securities lending, settlement of global securties
- Setup and Static Data Maintenance of Client accounts (Account openings, amendments, interest rates, income disposals and account closures)
- Processing of corporate actions like Merge, Purge, and Liquidation
- Being part of the remediation team since inception, used to ensure the linkage of rate sets to accounts, membership type, commission set-ups, billing type and rates etc are correct
- Operations Management – Handling all kinds of Foreign Exchange settlements on client accounts, debit/credit interest adjustment and activating of client accounts
- Specialized team of Client Integration, technology training and interfaces
- Origination of new prime brokerage client relationships
- Support Client service organization in selected areas ( Margin and Reporting).
Outsource Partner International-KPMG
Process Assocaite
08.2010 - 12.2010
Job overview
- Supported Engagement Management Analyst as Process Assocaite
- Assessing the financial impact of various projects of client and reporting them periodically
- Preparing the journal entries for corporate fund transfers, Time and Expense transfer of all KPMG employees
- Involved in setting up of Internal Tax, Audit and Advisory projects
- Working closely with cash application team and accounts payable team to clear the unscheduled time and expense charged to the KPMG employees
- Sending out the major reports for higher authority seeking approvals when the financial impact of the engagement exceeds the threshold limit.
Education
Vishweshwariah Technological Unviersity
Master Of Business Administration
University Overview
Duration: 07/2007 - 06/2009
Bangalore Unviersity
Bachelor of Commerce
University Overview
Duration: 06/2004 - 06/2007
Skills
- Analytical Thinking
- Continuous Improvement
- Report Preparation
- Power BI
- Data Analytics
- Teamwork and Collaboration
Accomplishments
- Won best performer fore the period of First Quarter of 2010
- Honored with ‘Best Trainer’ award for involving in training of new hires
- Star Perfomer for the First of 2014.
Languages
English, Hindi, Kannada and Tamil
English
Bilingual or Proficient (C2)
Kannada
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)
Tamil
Upper intermediate (B2)
Personal Information
- Date of Birth: 10/08/1986
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
References
Available on request
Projects
Completed the complete client migration from CBD to IDDA. Steps involved in migration: Migration of Client profile and cash accounts, Creation of new IDDA customer number for all the branches migrated Completed the project of maintaining and adding SWA table for our prestigious 200 blue print clients.
Summary
Developed analytical and problem-solving skills in fast-paced, data-driven environment. Effectively utilized tools and methodologies such as statistical analysis and data visualization to drive business decisions. Seeking to leverage these transferrable skills in new and dynamic field.
Disclaimer
I ascertain that all the above-mentioned facts are true to the best of my Knowledge & belief. If I am selected in your esteem organization I assure you that I will be highly accountable; will adjust in a constantly changing environment and am willing to work successfully anywhere without any constraints.
Timeline
Anaylst
JP Morgan chase India pvt ltd
08.2021 - Current
Anaylst
JP Morgan chase India pvt ltd
11.2017 - 08.2021
Team Member/Anayalst
JP Morgan chase India pvt ltd
12.2010 - 11.2017
Process Assocaite
Outsource Partner International-KPMG
08.2010 - 12.2010
Vishweshwariah Technological Unviersity
Master Of Business Administration
Bangalore Unviersity
Bachelor of Commerce
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