Bharti Singal Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• Processed and fulfilled retail and non-credit customer requests made through Electronic Banking Channels with precision and efficiency, ensuring strict adherence to outlined practices, procedures, and policies to.
• Reviewed and identified all incorrect, invalid, or incomplete customer requests, escalating them to the appropriate area for resolution.
• Cross-trained in multiple positions to provide support to team members and other areas during peak times, ensuring the team consistently met or exceeded Service Level Agreements.
• Worked collaboratively with a Retail Card Settlement Operations team, managing transaction records for Visa Debit Card clients, including investigating exception transactions.
• Managed journal entries for crediting clients and transferring funds to appropriate GLs, while also making necessary adjustments to the Foreign Cash Conversion account to reconcile differences due to forex fluctuations.
• Executed tasks within deadlines, consistently complying with policies, practices, and procedures, and promptly escalated any unresolved issues or investigations to the Team Leader for appropriate resolution.

Toronto, Canada Area

• Make contact with consumers via the telephone to arrange repayment of past due accounts
• Ensure each communication with a consumer is professional and always meets our corporate, regulatory and client requirements
• Locate consumers using online tools, available information and problem solving skills
• Clearly document the results of all calls
• Achieve performance targets and objectives

Mumbai, Maharashtra, India

• Proficient in setting up and maintaining standard settlement instructions (SSI) and counterparty data, preparing confirmation SWIFTs, and handling various asset types for trade settlements. Prior to setting up.
• Responsible for checking and updating rates and prices from Bloomberg, Reuters, and respective websites across different systems.
• Acted as Subject Matter Expert (SME), addressing and resolving data inquiries from internal and external clients. Reviewed and enhanced processes, leading projects within the reference data team, and ensured all.
• Conducted user acceptance testing for new product functionality, with extensive knowledge of SWIFT payment and trade processing through Operations systems.
• Retrieved market data for various asset classes such as equities, fixed income, and derivatives from Bloomberg and Reuters. Determined investment types and inputted data into Asset Control and Market Data systems.
• Analyzed and reviewed various securities using vendor backups like Bloomberg, Reuters, and SWIFT.

Mumbai Area, India

• Analyzing and setting up of different Fund structures with reference to fund prospectus and fund templates
• Setting up security request received with different data providers like Bloomberg & IDS, able to process the same within required deadline accurately and work towards enhancing the controls
• Co-ordinate with Settlements team to set up SSI’s and Counterparties in Smart stream.
• Setting up Equity, Bonds and analyzing these products in regards to their ‘country of taxation, Clean / Dirty Price, Currencies and taxability of these products in system like InvestOne and Smart Stream.
• Setting up Future, Options, Warrants and Right, analyzing these products in regards to Expiry Date, Lot Size, and Type of Settlement.
• Setting up other various types of products like, Mutual Fund, Exchange Traded Fund (ETF), Closed-End Fund, Investment Trust, Real Estate Investment Trust (REIT), Certificate of Deposit, Various Index.

Bachelor Of Commerce (Bcom), Business/Commerce, General

Hsc, Commerce