Senior Executive
CurrentStreamlined empanelment and account openingdocumentation process for Institution/HNI/CorporateClients/PMS/AIF, enhancing efficiency and reducingprocessing time by 20%.- Supervised EDP and PCG (Ops) team to ensureprompt and accurate client deliverables, leading to a15% increase in customer satisfaction.- Coordinated with Software, Settlement, Account, IT,Risk, and Trading Ops departments to addressbusiness requirements and resolve operational issues,ensuring seamless business operations.- Established Institutional and domestic accounts,negotiated brokerage schemes and charges, drivingapproval from the business head.- Liaised with custodians, clearing houses, andinstitutional fund houses to validate trades, ensuringtimely execution and delivery.- Managed timely clearance of brokerage invoices byproactively following up with the sales team andclients, leading to a 25% decrease in outstandingpayments.- Initiated and supported development of processimprovement initiatives, collaborating withTechnology and Operations, resulting in a 30%increase in operational efficiency.- Acted as a critical point of escalation for the team,effectively managing and resolving complex issues.- Cultivated strong client relationships, prioritizingefficiency, control, and superior client experience.- Assisted Electronic software team in ordering Algolicenses and ensuring timely installation of DMA(terminal) RMS for clients.- Facilitated the timely creation and installation ofVPN for clients in collaboration with the IT team,ensuring uninterrupted service delivery.- Prepared Algo invoices in collaboration withAccounts and coordinated with clients for promptsettlements, reducing payment cycle time by 20%.- Contributed to various middle office projects aimedat optimizing operational management andenhancing productivity.- Generated monthly/daily MIS reports of DMA usagein terminals such as Greek and Kambala, providingvital insights for decision-making.
