Summary
Overview
Work History
Education
Skills
Interests
Languages
Timeline
Generic

VINOD JALADE

Mumbai

Summary

Self-motivated and cheerful professional with 15 years of experience in Banking and Financial Services industry. A highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

15
15
years of professional experience

Work History

Manager - Business Operations

Accenture
Mumbai
08.2020 - Current
  • Managing a team of 35 associates with 3 Team leads for a US Based Multi National Bank since Aug 2020
  • As part of Pilot batch, played a pivotal role in setting up the project in Bangalore and Mumbai locations
  • Ensuring new hires are provided with all the required support and training and getting into Production in a timely manner
  • Ensuring Allocation, tracking and reporting of volume on daily basis and ensuring service Levels/ TATs / KPIs are met
  • Regular meetings with stakeholders and ensuring all the deliverables are met in as per agreed TAT
  • Identify current and potential process weaknesses, and take appropriate action to eliminate and improve quality and process timeliness
  • Cross-trained existing employees to maximize team agility and performance.
  • Resolving staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Conducting regular 1X1 reviews with team leads and associates and providing constructive feedback.

Team Leader

JP Morgan Chase
Bangalore
06.2015 - 03.2020
  • Leading an AML KYC team of 8 members working on the KYCs of Individual and Non-Individual (Corporations, LLCs, Trusts etc.) clients and overseeing the day
    to day operations.
  • Performing Quality check on the KYCs composed by the team members to ensure completeness and correctness of the data and reverting with edits/corrections if any.
  • Ensuring compliance with all AML laws, regulations, guidelines, written procedures; OFAC, CIP, KYC, customer/transaction monitoring
  • Having weekly calls with onshore stakeholders, QC teams to discuss volumes, error trends, issues etc.
  • Part of 'KYC Quality Project' team working on improving the quality of the team by conducting regular sessions on various topics, trainings on any new updates or procedures etc.
  • Documenting and sharing the new updates with the team as and when they are published.
  • Sorting and allocation of work among the team on a weekly basis and monitoring the volume.
  • Preparing and Sending the status Report to the management and onshore everyday
  • Preparing and presenting the Weekly/Monthly metrics to the management and onshore

Sr. Accounts Analyst

Genisys Information Systems India Pvt
Bangalore
08.2011 - 06.2015
  • Accounting the invoices received from the Vendors into SAP and processing their payments
  • Preparing Salary file and Processing Salary Payments
  • Preparing and Processing Weekly conveyance, Monthly allowances and
  • Employees reimbursement claims
  • Preparing the Weekly bank reports for management review
  • Professional and Domestic BPO Services billing
  • Generating the invoices in SAP and mailing them to the clients
  • Preparing ledger reconciliations and posting the unreconciled items into SAP

Team Member

JP Morgan Chase
Bangalore
12.2009 - 08.2011
  • Generating account numbers (CAS/SPN/UCN) for new Private Banking (High Net worth) clients & providing the numbers to the bankers.
  • Processing Investor change and Client Service team change requests.
  • Resolving queries or any issues with consultative research.
  • Updating Standard Operating Procedure (SOP) documents whenever there are any changes and getting them approved from business partners.
  • Generation of Key Performance Indicators (KPI) on daily basis and generating weekly & monthly MIS.

Process Associate

Hewlett Packard Financial Services
Bangalore
02.2008 - 12.2009
  • Preparation of Accrual and Payroll Journals and sending them to Financial Analysts for approval and posting the journals after approval.
  • Preparing reconciliations of Accruals, Bad debts, Prepayments, Accounts Payables/Receivables, Tax,
    High Level, Intra Company and Retained Earnings.
  • Uploading and reviewing reconciliations on ARTT (Account Reconciliation Tracking Tool).
  • Clearing Escalatables by following up with Financial Analysts.
  • Taking the printouts of reconciliations and signing them and getting signed by reviewers.
  • Ensuring that all the queries and issues are responded in a timely manner.

Education

Certification - AML/KYC

Indian Institute of Banking And Finance
01.2019

MBA - Finance

Sikkim Manipal University
Bangalore
01.2010

Bachelor of Commerce -

University of Mumbai
Mumbai
04.2006

Skills

  • AML KYC Operations
  • Transaction Monitoring
  • Team Management
  • Reporting and MIS
  • Process Improvement Strategies
  • Staff Management

Interests

Panting, Road Trips, Reading and Cooking

Languages

English
First Language
Hindi
Proficient
C2
Kannada
Proficient
C2
Marathi
Intermediate
B1

Timeline

Manager - Business Operations

Accenture
08.2020 - Current

Team Leader

JP Morgan Chase
06.2015 - 03.2020

Sr. Accounts Analyst

Genisys Information Systems India Pvt
08.2011 - 06.2015

Team Member

JP Morgan Chase
12.2009 - 08.2011

Process Associate

Hewlett Packard Financial Services
02.2008 - 12.2009

Certification - AML/KYC

Indian Institute of Banking And Finance

MBA - Finance

Sikkim Manipal University

Bachelor of Commerce -

University of Mumbai

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