Seeking innovative and challenging environment that maximizes potential while fostering continuous learning and growth at both professional and personal levels, ultimately contributing as a valuable asset in finance and business operations.
Overview
7
7
years of professional experience
9
9
years of post-secondary education
Work history
Processor Account Servicing & Maintenance
HSBC (Hong Kong & Shanghai Banking Corporation)
Hyderabad, Telangana
2022.06 - Current
Assisted with processing AML and KYC for verification of personal representatives and third parties managing deceased investments with HSBC.
Received notifications from families of deceased customers or authorised third parties and conducted investigations on investments.
Blocked accounts to prevent further transactions until resolution of investment matters.
Provided investment account details in authorised forms for potential selling or transferring of assets.
Requested necessary documentation from personal representatives or solicitors, including signed GOP PRCF/SOLS CF and valuation sheets.
Verified submitted documents and signatures of personal representatives through Experian checks.
Checked registration status of third parties or solicitors with UK Law Society for legitimacy.
Analyst
State Street HCL Services India Pvt. Ltd
Vijayawada, Andhra Pradesh
2019.01 - 2022.06
Assisted with month-end portfolio NAV reconciliation between client accounting records and State Street custody.
Supported market value reconciliation for clients and facilitated timely delivery of reports for NAV processing.
Conducted daily client reporting reconciliations by comparing accounting systems of State Street and counterparties.
Identified discrepancies between State Street custody and counterparties while following standard operating procedures.
Reviewed reconciliations for accuracy and ensured reports were error-free.
Collaborated with internal teams to resolve outstanding discrepancies.
Prepared management reports on exceptions.
Ensured timely delivery of management reports on MIS and other activities.
Education
Graduation - Commerce
KV Commerce degree college
Gudivada, Andhra Pradesh
2013.06 - 2016.04
M.B.A - Finance
Ramachandra College of Engineering
Eluru
2013.06 - 2016.05
Board of Intermediate - MPC
Sri Vidhya Junior College
Gudivada, Andhra Pradesh
2011.04 - 2013.03
Higher Secondary Education - Board of Secondary Education
Vikas Rainbow School
Gudivada, Andhra Pradesh
2010.04 - 2011.03
Skills
Risk management
Self-motivation
Conflict resolution
Client assessment
Team leadership
Languages
English
Fluent
Hindi
Fluent
Telugu
Fluent
Interests & extra activities
Actively donate Blood once in every 6 months., Distributing basic amenities to the orphanage homes at my hometown.
Declaration
I hereby declare that the above furnished particulars are correct to my best of knowledge and no information is suppressed. Vayara Sri Rama Devi
Timeline
Processor Account Servicing & Maintenance
HSBC (Hong Kong & Shanghai Banking Corporation)
2022.06 - Current
Analyst
State Street HCL Services India Pvt. Ltd
2019.01 - 2022.06
Graduation - Commerce
KV Commerce degree college
2013.06 - 2016.04
M.B.A - Finance
Ramachandra College of Engineering
2013.06 - 2016.05
Board of Intermediate - MPC
Sri Vidhya Junior College
2011.04 - 2013.03
Higher Secondary Education - Board of Secondary Education