Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Interests
Long Rides and Adventure trips
Timeline
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Vinod Kumar

Vinod Kumar

Team Leader
Bengaluru

Summary

Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Creates dynamic and positive workplace culture to align with organizational mission and values. Trains new hires and mentors struggling workers to achieve overall team success. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

12
12
years of professional experience
3
3
years of post-secondary education
2
2
Languages

Work History

Team Leade

JP Morgan Chase & Co.
Bengaluru
06.2015 - Current
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Built strong relationships with stake holders through positive attitude and attentive response.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Demonstrated creativity and resourcefulness through development of innovative solutions.
  • Paid attention to detail while completing assignments.
  • Passionate about learning and committed to continual improvement.
  • Handled group projects, delegating tasks and providing feedback to team members.
  • Handled team of 5 people effectively.
  • Handled reconciliation of Mismatch/Exceptions/Unsettled Transactions over Internal/External Asset Transfer Cost Basis.
  • Assist Onshore (USA) partners fixing complicated/escalated issues pertaining to share transfers from other firms.
  • Excelled in creating new SOP's of projects/process migrated to India.
  • Expertise in knowledge of Wash Sales/Date of Death/Cost Basis Issue reconciliation.
  • Handled several ad-hoc projects throughout year.
  • Implemented several automation within team activity.
  • Handle Quality Check over most of BAU activities and reports.

Financial Analyst

Goldman Sachs
Bengaluru
01.2014 - 11.2014
  • Acted as team leader in group projects, delegating tasks and providing feedback.
  • Demonstrated creativity and resourcefulness through development of innovative solutions.
  • Reconciliation of incorrect Trade Commissions fees/charges.
  • Reconcile trade settlement transactions between various contra brokerage firms.
  • Analyses, reconcile and settle different methods of payments on intercompany electronic platform (EGUS and Mainframe) which includes of two entities of Goldman Sachs (GSI and GSCO).

Financial Analyst

ANZ Support Services India Private Limited
Bengaluru
05.2011 - 12.2013
  • Participated and completed “Customer Centricity Program” in ANZ.
  • Reconciling branch transaction (Intercompany) errors and customer transaction errors.
  • Reconciling Bank cheque and related bank cheque suspense account.
  • Handling and resolving direct credit recovery discrepancies from other bank customers and between ANZ customers.
  • Contacting other banks on issues made by our customer to fix it and to provide good service to our customers.
  • Quality check of staffs after their production.

Education

Bachelor of Commerce - Accounting And Finance

St. Claret College
Bengaluru
06.2007 - 05.2010

Skills

    Client Service

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Accomplishments

  • Supervised team of 5-7 team members.
  • Collaborated with team of 2 in the development of Global Security Transfer Automation - which ideally reduces about 1000 trade exception everyday and about reducing 3 hours everyday.
  • Implemented various automation in processing which helped to reduce TAT in processing with 100% accuracy.
  • Implemented Automation Processing Activity (Date of Death Cost Basis Updates/Specific Lot Trades/Global Security Transfers (Includes Internal and External transfer of JPMC)/Bulk Transfers (from one account to many accounts with different percentage of distribution).
  • Migrated several process to India with accuracy and efficiency (Wash Sale activity/Out of Balance Report/Held transaction reports/Transfer Statement activity which involves outside firms.

Software

Microsoft Excel/Word/Powerpoint

Mainframe/OMNI/Cognos/iVault

Communicator/Team Player/Innovative/Problem Solving/Leadership

Interests

Long Rides/Networking/Adventure Trips/Exploring New Ideas

Long Rides and Adventure trips

Long Rides and Adventure trips helps me rejuvinate and focus better. It became my hobby when i first brought my Classic 350.

This gets me to learn new culture, meet new people and taste new dishes.

Timeline

Team Leade

JP Morgan Chase & Co.
06.2015 - Current

Financial Analyst

Goldman Sachs
01.2014 - 11.2014

Financial Analyst

ANZ Support Services India Private Limited
05.2011 - 12.2013

Bachelor of Commerce - Accounting And Finance

St. Claret College
06.2007 - 05.2010
Vinod KumarTeam Leader