Financial professional seeking opportunities to contribute to organizational growth and deliver high-quality work in the Financial Services Industry. Utilize professional education and expertise to drive learning and process improvements.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Consultant/Technical Coordinator
Northern Operations Services Pvt. Ltd.
Bengaluru
10.2023 - 06.2024
Oversaw the transfer of business operations from Singapore and Manila to India, guaranteeing seamless transitions.
Assisted managers in efficiently executing migration/transition activities.
Provided training, mentorship, and coaching to analysts and senior analysts.
Conducted knowledge-sharing sessions on best practices and solutions for issues.
Recognized and elevated potential risks and deficiencies in controls.
Executed opportunities for process enhancements.
Achieved 100% Quality Control (QC) in daily operations, leading to no processing errors.
Scheduled consistent meetings with colleagues in Singapore, and Manila.
Conducted discussions with clients on areas of improvement to guarantee their satisfaction.
Oversaw numerous SWIFT processes, monitoring both incoming and outgoing wire transactions for APAC currencies.
Managed oversight and daily reporting, addressing issues with unapplied funds.
Team Leader
Standard Chartered Bank, Global Business Services
Bangalore
04.2022 - 10.2023
I led the Wealth Management & Private Banking (WM & PVB) team, overseeing the Trade and Settlements process.
Handled daily financing and stock transactions, according to client requests.
Performed root cause analysis to improve accuracy and established controls.
Processed trading instructions for equities, fixed-income bonds, and structured notes.
Handled quarterly reports, maintained safekeeping records, and updated client accounts.
Ensured the timely settlement of trades, and managed mutual fund orders effectively.
Managed cash and stock reconciliation, incorporating exceptions for discrepancies in TLM and ELM.
Prepared end-of-day reports.
Cross-trained in MT202 and MT210 from the payments team.
Senior Analyst/Senior Officer
Standard Chartered Bank, Global Business Services
Bangalore
03.2020 - 04.2022
Processed payments efficiently, following established protocols.
I managed customer accounts, resolving payment-related inquiries and disputes.
I reviewed documents and completed the screening process.
I promptly handled email and telephone inquiries from CPC, other departments, and Relationship Managers.
I managed MT199, MT299, MT799, and MT999 messages for clients.
I sent MT754 messages upon accepting documents and issuing letters of credit.
I adhered to the group's sanctions policy and worked within the payment engine, MTS.
Analyst/Officer
Standard Chartered Bank, Global Business Services
Bangalore
10.2017 - 03.2020
Served in the Wealth Management & Private Banking (WM & PVB) Team, assisting with the Trade and Settlements Process.
Handled daily financing and stock transactions, according to client requests.
Worked on Unit Trust products and their respective cutoffs.
Processed trade instructions for equities, bonds (fixed income), and structured notes.
Ensured the timely settlement of trades and managed mutual fund orders.
Managed Cash and Stock Reconciliation, resolving discrepancies in Nostro accounts.
Education
Bachelor in Business Administration -
Bangalore University
Bangalore
05.2017
Skills
Team Collaboration
Strategic Decision Making
Problem-solving
Workflow Improvement Initiatives
Analytical Reporting
Critical Analysis
Effective Task Prioritization
Quality Assurance
Client Relationships
MS Office
Accomplishments
Spot Awards in 2021
Certification
ChatGPT and AI Tool Workshop Certificate, be10X, Jun 2024
Personal Information
Father's Name: Mr. Eshwar Singh G
Date of Birth: 02/24/97
Nationality: Indian
Marital Status: Single
Affiliations
Enjoys cooking and drawing portrait sketches
Loves dancing and travelling.
Learning keyboard and new languages on free time.
Playing badminton and carom on weekends.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Kannada
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Tamil
Advanced (C1)
C1
Telugu
Advanced (C1)
C1
Professional Highlights
Over 6 years and 8 months of experience in Financial and Corporate roles, providing administrative support and managing multiple tasks.
Participated in system change and upgrade projects, creating new process documentation.
Proficient in MS Word, Excel, PowerPoint, and web-based applications.
Experienced in building UAT and Parallel test cases, and recommending inferences for applications testing.
Skilled in designing Process Maps and Flowcharts, and creating Process documents.
Strong leadership and communication skills with extensive knowledge of company processes and operations.
Ability to mentor and train new employees, motivate teams, and resolve internal conflicts.
Expertise in Cash Reconciliation, Stock Reconciliation, and managing Nostro and Vostro entries.
Knowledgeable in sending swift messages, handling payments/receipts, and managing world bank wires for the APAC market.
Familiar with Indian IPO, Korean IPO, Trade settlements, Cash, and FX.
Disclaimer
I hereby declare that the above details are true and correct to the best of my knowledge.