• Lead end-to-end client projects, taking charge from project initiation to successful completion by carefully examining the scope of work and defining project timelines and milestones.• Tailor the product features to align with client needs, ensuring a seamless integration with their Applicant Tracking System (ATS).• Conduct status checks with clients and team to assess progress against plan; perform re-forecast of project variables as necessary• Organize and lead testing calls to… Show more • Lead end-to-end client projects, taking charge from project initiation to successful completion by carefully examining the scope of work and defining project timelines and milestones.• Tailor the product features to align with client needs, ensuring a seamless integration with their Applicant Tracking System (ATS).• Conduct status checks with clients and team to assess progress against plan; perform re-forecast of project variables as necessary• Organize and lead testing calls to assess project health and verify the successful integration of products.• Address any issues identified during testing to guarantee error-free integration.• Provide user-centric operational training, ensuring clients are proficient in utilizing the system for their day-to-day tasks.• Conduct comprehensive training sessions for clients, encompassing advanced administrative functionalities and user centric operational nuances, thereby fostering optimal system utilization.• Collaborate with the support team to ensure a smooth handover and ongoing client satisfaction. Show less

• Managing Business Services-Collections, Wholesale NBFC Operations. • Identifying process improvements, risk reduction/mitigation, enhanced customer experience opportunities across the processes for achieving process efficiency.• Maintaining proper governance by liaising with ambit of stakeholders, tracking all queries/issues/escalations and ensuing timely action/completion of the task.• Shouldering the responsibility of managing process re-engineering, elimination of waste in… Show more • Managing Business Services-Collections, Wholesale NBFC Operations. • Identifying process improvements, risk reduction/mitigation, enhanced customer experience opportunities across the processes for achieving process efficiency.• Maintaining proper governance by liaising with ambit of stakeholders, tracking all queries/issues/escalations and ensuing timely action/completion of the task.• Shouldering the responsibility of managing process re-engineering, elimination of waste in processing, restructuring initiatives with an objective to achieve targeted sustainable saves for the company.• Identify and execute end-to-end Improvement projects across the Bank with regular interaction stakeholders and deliver expected results.• Actively engage with Units Heads & Stakeholders to understand requirements, provide dynamic solutions and execution of loan documents.• Assist in implementation of Loan Processing system and get thorough understanding of the procedure.• Preparation of Activity wise detailed process note or checklist which will ensure flawless execution of activities.• Ensure all operational documents (e.g. application forms and Fund transfer instructions) are complete in order to facilitate trade settlement and loans disbursement.• Post disbursement monitoring and reporting of operations related CS.• Monitor corporate actions notices from Issuer/Debenture Trustee/custodian for coupon due, Security creation, redemption, any other corporate actions related to the Debt issued. Intimate the analyst concerned and execute the advised course of action.• Asset Servicing- Confirm Coupon and Penal Interest calculations. Monitor and Intimate redemption amounts as per repayment schedule. • Preparation of NBFC MIS and Daily/Monthly Treasury MIS reports.• Executeing pledge confirmation and release instructions as per internal approvals on loan covenants. Show less

• Compiling operational workflow in Loan Processing system.• Assist in implementation of Loan Processing system and get thorough understanding of the procedure.• Preparation of Activity wise detailed process note or checklist which will ensure flawless execution of activities.     • Ensure all operational documents (e.g. application forms and Fund transfer instructions) are complete in order to facilitate trade settlement and loans disbursement.• Ensure all new disbursements… Show more • Compiling operational workflow in Loan Processing system.• Assist in implementation of Loan Processing system and get thorough understanding of the procedure.• Preparation of Activity wise detailed process note or checklist which will ensure flawless execution of activities.     • Ensure all operational documents (e.g. application forms and Fund transfer instructions) are complete in order to facilitate trade settlement and loans disbursement.• Ensure all new disbursements adhere to the detailed disbursement control procedures/checklist of the firm. Highlight any exceptions and report to the management.• Trade input and capture in operating systems. Reconciliation of custody statements in Loan processing system.• Post disbursement monitoring and reporting of operations related CS.• Monitor corporate actions notices from Issuer/Debenture Trustee/custodian for coupon due, Security creation, redemption, any other corporate actions related to the Debt issued. Intimate the analyst concerned and execute the advised course of action.• Asset Servicing- Confirm Coupon and Penal Interest calculations. Monitor and Intimate redemption amounts as per repayment schedule.• FIU-Ind correspondence. • Circulation of Regulatory Updates from RBI & SEBI.• Timely follow-up and provision of information for audit queries.• Reporting of Portfolio information to CIBIL.• Preparation of NBFC MIS and Daily/Monthly Treasury MIS reports.• Executing pledge confirmation and release instructions as per internal approvals on loan covenants.• Repatriations of funds offshore to the shareholders and collation of all related statutory documents required for the same.• Assist in new account openings with Banks and custodians.• Assist in KYC check and documentation as per Firm procedures for new client on-boarding Show less

• Manage and lead the project team and project deliverables in accordance with project plan• Scrutinize monthly reports, record and analyze tasks ensuring wastage of time and material• Perform periodic internal audits, including quality checks, procurement planning, fixed asset and physical verification• Prepare projected data for sanction of working capital, cash flow preparation etc.• Conduct operational based audit engagements and perform projects requested by the… Show more • Manage and lead the project team and project deliverables in accordance with project plan• Scrutinize monthly reports, record and analyze tasks ensuring wastage of time and material• Perform periodic internal audits, including quality checks, procurement planning, fixed asset and physical verification• Prepare projected data for sanction of working capital, cash flow preparation etc.• Conduct operational based audit engagements and perform projects requested by the management• Carry out testing of manual controls across assigned processes • Work with management to identify risks that would impede them from achieving their business objectives• Provide leadership, instruction and general guidance to team members• Review audit plans prepared by internal audit personnel as well as the audit reports and working papers that support opinions / recommendations to improve process, system & control deficiencies• Manage audit client relationship ensuring management is kept abreast of audit activities• Provide consultative advice and facilitate risk assessment assistance Show less

• Monitored reconciliation team for the process efficiency, standardization and project management• Developed an operating model for the reconciliation vertical such as system integration, enhancement of operational controls, and reduce processing time• Interacted with business personnel on operational issues and client approvals• Rolled out new processes across the team for achieving cost optimization and standardization• Responsible for completion and maintenance of KYC… Show more • Monitored reconciliation team for the process efficiency, standardization and project management• Developed an operating model for the reconciliation vertical such as system integration, enhancement of operational controls, and reduce processing time• Interacted with business personnel on operational issues and client approvals• Rolled out new processes across the team for achieving cost optimization and standardization• Responsible for completion and maintenance of KYC profiles for new and existing customers• Ensured policies and procedures are maintained and adhered to• Managed operational risk ,complaints & queries through a variety of quality checks • Maintained reports monitoring, identifying and addressing any issues arising in a timely manner• Ensure effective analysis, process management and risk management, providing timely reports to senior management• Confirmed equity trades on the exchanges within the stipulated deadlines• Reconciliation of NDSL/CDSL holdings with the back office system• Identified the reason to adhere with guidelines of regulators• Initiated and processed IPO and QIP bids • Reported for compliance and SEBI requirements to the management• Involved in GDR Conversions for settlement of delivery and receipt instructions for FII clients• Verified internal audit reports to NDSL / CDSL• Implemented and adhered to changes or new regulations brought into effect by depositories & SEBI• Responsible for settlement of Corporate Action events like Dividend, Bonus and Stock split Show less

• Assisted business banking clients with any issue regarding their accounts • Responsible for customer service and relationship management activities of an assigned portfolio of commercial customers• Process loan transactions, initiate wire transfers and conduct overdraft research• Client facing experience of handling custody operations for a Mutual fund client with AUM of INR 8500 crore• Liaised with the client to enable settlement of debt deals in the market• Prepared… Show more • Assisted business banking clients with any issue regarding their accounts • Responsible for customer service and relationship management activities of an assigned portfolio of commercial customers• Process loan transactions, initiate wire transfers and conduct overdraft research• Client facing experience of handling custody operations for a Mutual fund client with AUM of INR 8500 crore• Liaised with the client to enable settlement of debt deals in the market• Prepared critical reports for fund managers pertaining to holdings, cash forecast and compliance• Resolved issues related to fund accounting • Established a good relationship with the client with the service delivery standards Show less

• Initiated reconciliation procedures at different stages to eliminate the errors and improve service standards• Coordinated with the client for guiding them on maximizing the returns • Prepared proforma to calculate customer payments and savings within the bank• Reviewed analysis statements and processed adjustments