Hariharasudhan J Email and Phone Number

Produce daily operational deliverables in line with client service level agreements, primarily activity in positions, trades, and cash.Ensuring accuracy and timeliness across all the functions to meet the SLA and KPI.Managing client expectation through weekly calls.Completely handling the Global Transaction Manager and Record keeping System.Determining the action plan for the perception survey feedback from clients on team's performance and implementing the action… Show more Produce daily operational deliverables in line with client service level agreements, primarily activity in positions, trades, and cash.Ensuring accuracy and timeliness across all the functions to meet the SLA and KPI.Managing client expectation through weekly calls.Completely handling the Global Transaction Manager and Record keeping System.Determining the action plan for the perception survey feedback from clients on team's performance and implementing the action plan.Complete the postings in RKS within the SLA.Give coverage to client requirement during dry run testing.Review the request processed by the processor and make sure the postings are made correctly in RKS.Analyze, investigate, and resolve issues; prepare reports for assessment and sign off on portfolio and cash risk.Apply critical thought to existing tools, control, and processes make recommendations and test solutions.Review and give training to new joiner on the process and assist in the resolution of day-to-day issues.Client Service Team (Inquiry Management) - Handling client request, queries and resolving the exceptions related to books discrepancy with cash, shares and accounting entries mismatch.Preparing internal checklists, control signoff, Fail trade management, and ensuring the accuracy of all day to day activities.Reach out to the client via mail or call whenever there is some discrepancy. Show less

Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Help customers to Execute trade online and place orders on behalf of customers. Ensure active management of clients & achieve the revenue target. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.• Provide regular updates to the clients regarding the market changes and subsequent changes to the… Show more Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Help customers to Execute trade online and place orders on behalf of customers. Ensure active management of clients & achieve the revenue target. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.• Provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio.• Assist in new client acquisition, building new relationships and increasing depth in existing.• Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy. Show less