Amar Bansode Email & Phone Number

India

-->Pension calculation based on customer request received through Customer Service Group or online request-->Process various types of pension benefit requests like estimates, termination benefits and final benefits.-->Benefit calculation should be performed by referring to the plan guidelines for respective clients.-->Identifying the calculation related system issues and fixing the same within the defined timeliness and accuracy standards. -->Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager’s etc.)-->Work towards building functional knowledge and serving as the subject matter expert on assigned clients.-->High quality of work with a strong customer orientation.-->Ensure timely completion of transaction based on the turnaround agreed on the request type -->Ensure accurate and timely processing of pension benefits. -->Contribute to the team environment and overall effective services provided to Fidelity’s client base. -->Take initiative to undergo training to enhance individual job performance. -->Validating and provide inputs to update User Procedure Documentation (UPD). -->Provide back-up coverage for other transaction processors, as needed.

Bengaluru Area, India

-->Pension calculation based on customer request received through Customer Service Group or online request-->Process various types of pension benefit requests like estimates, termination benefits and final benefits.-->Benefit calculation should be performed by referring to the plan guidelines for respective clients.-->Identifying the calculation related system issues and fixing the same within the defined timeliness and accuracy standards. -->Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager’s etc.)-->Work towards building functional knowledge and serving as the subject matter expert on assigned clients.-->High quality of work with a strong customer orientation.-->Ensure timely completion of transaction based on the turnaround agreed on the request type -->Ensure accurate and timely processing of pension benefits. -->Contribute to the team environment and overall effective services provided to Fidelity’s client base. -->Take initiative to undergo training to enhance individual job performance. -->Validating and provide inputs to update User Procedure Documentation (UPD). -->Provide back-up coverage for other transaction processors, as needed.

Bengaluru Area, India

-->Pension calculation based on customer request received through Customer Service Group or online request-->Process various types of pension benefit requests like estimates, termination benefits and final benefits.-->Benefit calculation should be performed by referring to the plan guidelines for respective clients.-->Identifying the calculation related system issues and fixing the same within the defined timeliness and accuracy standards. -->Provide support to internal client focusing teams (Issue Resolution, Audit & Control, Client Service Manager’s etc.)-->Work towards building functional knowledge and serving as the subject matter expert on assigned clients.-->High quality of work with a strong customer orientation.-->Ensure timely completion of transaction based on the turnaround agreed on the request type -->Ensure accurate and timely processing of pension benefits. -->Contribute to the team environment and overall effective services provided to Fidelity’s client base. -->Take initiative to undergo training to enhance individual job performance. -->Validating and provide inputs to update User Procedure Documentation (UPD). -->Provide back-up coverage for other transaction processors, as needed.

Bengaluru Area, India

1) Actives to support margin calls→Checking integrity of data feed from providers (PV, prices, ratings, static data…) and liaising with application support teams if required→Collating daily PV from systems→Processing manual adjustments for data not received in the automatic feeds→Liaising with DB or clients' Middle Office and querying PV.→Making & receiving margin calls in a timely manner→Booking margin calls in the collateral management system→Dealing with counterparty queries2) Collateral movements→Investigate settlement fails with back-offices and escalate to supervisor / manager→Arrange substitutions – prepare collateral movements instructions→Calculate / validate interest on cash balances calculations3) Settlement Activity→To perform the Call back to confirm the Standard Settlement instruction of the counterparty.→To update the Standard Settlement instruction.4) Controls→Reconcile securities movements/balances between the collateral management system and the custody system→Reconcile Security Prices & interest in the collateral management systems with the counterparties5) Portfolio reconciliations→Reconcile portfolios with counterparty on a regular basis and when appropriate (ie when disagreement with the counterparty)→Reconcile new portfolios with counterparty as part of negotiation process→Investigate differences (query the relevant middle or back offices for confirmations, confirm PVs with the marketer, the counterparties, etc)6) Procedures→Document and update procedures (if specific processes are required to support an agreement)7) System enhancement→Propose system enhancement for better risk monitoring and/or work efficiency

Bengaluru Area, India

→Conducting analysis to assess prevalent financial & economic environment; accessing data from various sources, applying first layer of analysis to the data and generating contents for the final delivery.→Organizing, analyzing and maintaining the fundamental data collection from different regulatory data sources as well as company web sites.→Reading financial statements of the organization & taking into consideration the sales, expenses & production cost, in order to advise on investments & forecast future earnings of the organization.→To Demonstrated excellence in analyzing and preparing market and business research reports across various sectors using primary and secondary research skill, and in-house database.→Experienced with Extracting, shorting, scanning, analyzing and storing relevant data from various secondary databases sources like Hoovers, Factiva, Factset, OneSource, Bloomberg, Business Week, Thomson Reuters, Manta, Energy Business Review, Global New Product Database (GNPD), Manta, lead 411, Amadeus etc.→Preparing company profiling as well as executive profiling reports with the help of secondary research skill and web research skill and also using internal database system (CRM Tools) of the company.→Involved in preparing as well as upgrading SWOT reports over various financial sectors, including banks, insurance companies, assets management companies, real estate companies, equity/debt research companies, investment banking, etc. across the world.→Company Profiles & SWOT profiles over various sectors including financial sector, energy sector, insurance sector, real estate sector, retail sector, telecommunication sector, IT/ITES sector, agricultural sector, automobile sector, biotechnological sector, food processing sector, healthcare sector, pharmaceuticals sector across the world.→To Ensured quality check for the prepared reports to ensure correctness and accuracy of data.

M.B.A., Finance

Pgpm, Finance

Bachelor Of Business Administration (Bba), Finance

Bba, Finance

2010 Bharati Vidyapeeth; First Class 4 PGPM (Autonomous) Pursuing Excel Business

Sr, Finance