Viral Upadhyay

Global payments & Treasury support -

• Providing Support to the clients and CSO's for their Banking services and queries.
• Controlling 3 banking portal APS, TAS & SIS, provided by the BNY to the clients.
• Handling Clients Wire account and ACH Transfer payments to the Beneficiaries.
• Managing Short term investment services in Specific funds for Onshore clients.
• Setting up and maintaining Automated Wires, ACH payments and Sweep services.
• Accountable for Work management, monthly reports, and Deliverables statistics.
• Liable for the critical client ALCOA's pension payments on timely manner and maintaining their Clients Account.

US Transfer Agency -

• Controlling as of corrections trades which are processed by 20+ teams within USTA department and processed mutual fund request as a full/partial and TIK transfer in transfer of assets team.
• Estimates of all trades that are placed by clients for next day settlement.
• Calculation of Gain and Loss of each trade and assigning to the responsible departments.
• Dividend and capital gain calculation for all funds. Additionally worked with team which was responsible for processing new and subsequent account of shareholders of multiple clients and assuring that all large dollar trades are processed correctly and in timely manner. Settlement of trades
• Accountable for Asset servicing in US Transfer- Agency
• Responsibility to handle all transfers, exchanges, subscription, redemption of as of trades.
• Handling new request and old request for shareholders for transferring assets.
• Assuring that all high dollar transfer request is processed in a timely manner.

Roles and Responsibility -

• Responsible for Handling team of 8 members from Chennai and Pune locations.
• Prepare multiple reports like dashboard, FTE, KPI, Capacity utilization, AHT, Error review and analysis.
• Providing support to the US clients request receives on Emails and Cisco calls related to the automated wires and the Sweep for Short term investment services on the banking portal provided by the BNY Mellon.
• Controlling the payment accounts of the US clients.
• Handling the bypass and liquidate, additional debit requests and sending out early closing memo emails before the US holidays.
• Continuously finding out the automation scope for the manual activities within the team and the department.

Additional Initiatives -

• Automated multiple manual Tasks for global payments and US transfer agency with the help of UI Path.
• Developed data logging tool with MS Access for the team and centralized US and India reports.
• Participated in Transfer of asset / Adjustment and correction teams' migration to Chennai for US Transfer agency and got opportunity to travel to Chennai for 3 months.
• Discovered loopholes on the banking portal TAS (Treasury assistance services) and worked on that to resolve the issue.

UI Path Automation Developer Associate