Swathi H R

Completed Mandates audits on Optional currency and PID events.

Provided detailed instructions to agents on addressing disclosure events.

Facilitated payment processing by obtaining necessary PRPP for stock-elected clients.

Ensured accurate handling and movement of client entitlements.

Supported Global Reconciliation team on Vostro DCA exceptions effectively.

Ensured accurate volumes and monthly metrics were updated for senior management review.

Cultivated a culture of service excellence through effective leadership practices.

Implemented control measures within the team to prevent monetary or reputational losses.

Monitored income payments and maintained precision in accounts.

Conducted knowledge sharing sessions to identify and address training needs among team members.

Resolved escalation queries promptly while ensuring adherence to quality standards.

Performed timely updates to procedure documents, including Checklist, DPAD, and SLA, ensuring audit readiness.

Created detailed process descriptions and collaborated effectively with the in-house Macro development team.

Allocated responsibilities and supervised task progress for efficient completion.

Reviewed and approved daily dividend payments for seamless execution.

Identified key risk elements and communicated their impact on future dividend payments to the team.

Organized sessions routinely for sharing expertise among team members.

Designed comprehensive training plans and performance trackers for new joiners.

Monitored and managed the timely completion of daily assignments as outlined in SLD parameters.

Solved queries promptly to prevent unwarranted escalations.

Provided dividend volume forecasts to enhance team lead's planning efficiency.

Updated DPAD consistently with critical process changes and communicated them to the team.

Ensured proper placement of mandates in designated banking locations for high-value dividends.

Categorized CASS exceptions appropriately and posted timely DUCA entries to ensure team adherence to REMS consistently.