Summary
Overview
Work History
Education
Skills
Languages
Certification
Personal Details
Timeline
Generic

Viren Mehta

Mumbai

Summary

Energetic Associate with expertise in customer service and resolution, complemented by exceptional time management and multitasking skills. Skilled team member with extensive experience in handling customer returns, refunds, and resolving common complaints. Dedicated and friendly team player committed to maintaining a positive attitude for ensuring customer satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Associate

SS&C Technologies
Mumbai
04.2024 - Current
  • Proficient in Swift Message handling, including MT101, MT103, and MT202 for International Currency Payments, FX Payments, and Cross-Border Payments.
  • Successfully responded to queries regarding fund reimbursement and adjustments through the use of MT195 and MT199 messages.
  • Ensured successful account debits through acquisition of debit confirmation from the bank utilizing MT900.
  • Facilitated the successful completion of return of funds transactions by actively communicating with multiple banks through consistent follow-up using phone calls, emails, and other communication channels.
  • Effectively employed encrypted email messaging and the ‘Send Secure’ function to send clients onboarding documents for verification with banks, enhancing data protection and privacy.
  • Collaborated via emails and calls with internal teams to address payment-related inquiries, streamlining treasury payment requests in collaboration with the FA team.
  • Engaged in callback procedures to verify payments with clients.
  • Managed Email communication with different banking partners to troubleshoot payment-related problems while handling direct payment processing using multiple banking portals such as Wells Fargo, First Republic Bank, and JPM portal
  • Managed investor distributions, fund expenses, and interbank transfers, including Capital Call Payments, while developing payment templates for Payor and Payee Accounts.
  • Enhanced efficiency by consistently maintaining and updating the treasury application database, as well as identifying and recommending the deletion of obsolete accounts.
  • Coordinated with Investor Services team to ensure KYC and AML compliance, while monitoring cash flow for outgoing transactions. Undertook additional duties as per corporate treasury standard operating procedures.
  • Maintained organized records of Daily, Weekly, and Monthly MIS for Payments consolidation data.

Business Development Executive

Motilal Oswal Financial Services Limited
Mumbai
10.2019 - 03.2022
  • Advised clients on investment opportunities in the capital market to enhance business growth.
  • Performed thorough KYC checks and completed necessary paperwork during DEMAT account opening to ensure smooth process.
  • Maintained good and long-term customer relationships to drive additional business growth.
  • Conducted research to produce suggestions.
  • Managed sales of multiple financial products.
  • Coordinated with cross-functional teams to ensure effective execution of projects.
  • Monitored progress against goals set by management for each project or initiative undertaken.

Education

Bachelor of Commerce - B & I

M.P.V Valia College of Commerce
Borivali
03-2019

Maharashtra Board - HSC

S.V.D.V Junior College Of Commerce
Borivali
03-2016

Maharashtra Board - SSC

Mother Mary’s English School
Bhayander
03-2014

MBA - Finance

D Y Patil Vidyapith
Pune

Skills

  • Timeline estimates
  • Performance monitoring
  • Financial Management
  • Training and mentoring
  • Team Supervision
  • Management Support
  • Project Management

Languages

Gujarati
First Language
English
Upper Intermediate (B2)
B2
Marathi
Beginner (A1)
A1
Hindi
Upper Intermediate (B2)
B2

Certification

  • Certified Investment Banking Operations Professional

Personal Details

  • Date of Birth : 03rd December , 1998
  • Residential Address : Bhayander

Timeline

Senior Associate

SS&C Technologies
04.2024 - Current

Business Development Executive

Motilal Oswal Financial Services Limited
10.2019 - 03.2022

Bachelor of Commerce - B & I

M.P.V Valia College of Commerce

Maharashtra Board - HSC

S.V.D.V Junior College Of Commerce

Maharashtra Board - SSC

Mother Mary’s English School

MBA - Finance

D Y Patil Vidyapith

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Viren Mehta