Brian Lobo Email & Phone Number

India

Gurgaon, India

Leading the Transfer Agency operations, organizing, managing and controlling all aspects of TA including Customer Account Opening and Account Maintenance, Transaction Processing, Cash Management, Reconciliations.

Bahrain

Takaud Savings and Pensions B.S.C. is a specialist provider of Savings and Pension solutions in the MENA region.Role includes organizing, managing, controlling and overseeing all aspects of the day to day activities of the customer services operations team. The team manages on-boarding of new customers, processes and records the customers investment.

• Managing the outsourced transfer agency operations for the following organizations:Cofunds UK, International Financial Data Services/ DST Systems UK and State Street International Ireland Ltd. Specifically, managing.
• Organize, manage and control all aspects of Transfer Agency operations for leading transfer agency organizations in UK and Ireland
• Managing the customer AML, KYC checks and the customer set up on multiple systems Supervising and processing customer requests for new subscriptions, redemptions, switches, conversions, transfers in & outManaging.

I was involved in the Reference Data operations and the process included handling new client onboarding, KYC checks, static data maintenance. I additionally managed the BCP training & testing with US counterparts and was also involved in driving several process re-engineering initiatives.

Mba, Finance

Bachelors Degree In Commerce, Accounts And Commerce