Vinay Kumar S
Team Leader, Transfer Agency
Summary
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker and consensus builder.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Team Leader, Transfer Agency
Norther Trust
11.2014 - Current
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Held weekly team meetings to inform team members on company news and updates.
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.
- Created and managed project plans and timelines
- Mentored and guided employees to foster proper completion of assigned duties.
- Evaluated staff performance and provided coaching to address inefficiencies.
Audit Compliance Representative
Perry Johnson Registrars
09.2008 - 07.2012
- Worked on building data base for various standards like responsible recycling (R2), Laboratories and many more.
- Worked as Certificate coordinator and generated various certificates.
- Worked on Microsoft owned share point software to compile auditing files.
- Approved audits for India & USA. Follow up with auditors via email to obtain audit documents.
- Follow up with clients about their experience with auditors and received their feedback about the audit.
- Scheduled audits for India & USA clients.
Education
Bachelors of Commerce - Accounts And Finance
B.E.T College of Management And Science
Bangalore 04.2001 -
Second PUC -
B.E.T College of Management And Science
Bangalore 04.2001 -
High School -
B.M English High School
Banglalore 04.2001 -
Skills
Client Service
Accomplishments
- Onboarded multiple clients into Australia Registry team
- Worked on MFTA Migrations and was involved in model office testing.
- Automated various activities in the team and was awarded during RnR.
- Banking Project: Played a pivotal role during the whole of banking model being changed across industry to safeguard investor money in the year 2016. .
- Recs Merger: Assisted the team to merge with two different activity into one activity which is Intraday reconciliation and End of the day reconciliation.
- PSF Stabilization Project: Critical project as majority of manual matching on PS financials would be elimination and entries would get auto matched based on the reference provided by each investor.
-
Certification
Institute of Bankers from University of Dublin
Timeline
Institute of Bankers from University of Dublin
11-2023
Team Leader, Transfer Agency
Norther Trust
11.2014 - Current
Audit Compliance Representative
Perry Johnson Registrars
09.2008 - 07.2012
Bachelors of Commerce - Accounts And Finance
B.E.T College of Management And Science
04.2001 -
Second PUC -
B.E.T College of Management And Science
04.2001 -
High School -
B.M English High School
04.2001 -
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