Keshav Sachdeva Email & Phone Number

Bengaluru, Ka, In

Delhi, India

Bank Connectivity:• As part of ION bank connectivity business services team, I am working on Bank/Client implementation projects for US/EMEA with focus on Statements, Payments, Goldman Sachs Integration, Bank Fee Analysis & building transmission for smooth flow of data. • Assist in integration testing for technical banking products like APIs, SFTP servers, SWIFT network connectivity, payments, etc.• Working on Certificate renewals and Credentials management with the clients and banks for seamless transmission of statements and payments.• Working on full Implementation life cycle starting from Scoping, Requirements Gathering, Configuration, Testing and Production ready.• Reaching out to third parties to follow up on missing statements and coordinate with internal CS teams (for TMS) the delivery of the messages/statements • Analyzing user requirements, performing an impact analysis, and creating User Stories (BRDs) • Conducting thorough testing to ensure that the bank and TMS connectivity works as expected and troubleshooting and collaborating with other technical teams to resolve the issue.• Translating User Stories into the identifiable and actionable project plan – writing Acceptance Criteria Collaborating with different teams in solution development and implementation. Market Data:• Working in Agile Scrum Team and managing Sprints through JIRA • Working on Vendor's notification (Refinitiv, CMA, Treasury, etc.) and observing its impact on the TMS.• Collaborating with market data providers, clients, and financial engineers to anticipate changes in Reval applications for the addition of new data, maintenance of existing data– Creating User Stories• Perform (UAT) through JIRA – have performed MDS automation Testing, provided critical insights.• Process improvements – have implemented various automation process in collaboration with automation team.• Resolving MDS Client Inquiries and working on timely and accurate redressing of Client queries.

Delhi, India

NSE Cogencis is India’s premier and fastest growing real time market data, tools and financial news terminal provider. Real-time data and news terminals are the lifeline of any treasury department and are key decision enablers in the fast-paced world of financial markets.My job is focused on the following:• Implementation and Onboarding BFSI and Corporate(B2B) portfolio.• Researching customers and drilling down into problems to develop a strong understanding of client requirements and communicating solutions to the customer (B2B) in a compelling way• Once contract is being signed interacting with the client for specific requirements they have for the smoother implementation.• Scoping of the project, requirement gathering, Configuration of modules and providing production ready systems to the client for their day-to-day usage.• Supporting client during the onboarding process and providing hands on experience to them.• Once client is being live providing hands on training on real time treasury products of Cogencis, providing solutions to the data requirements of the client. Provide risk analytics solution (VAR) to clients like real-time linkage of their portfolio investment in capital market via on-site visits, WebEx, phone, or email to incorporate Cogencis services into their workflow and drive customer satisfaction and retention.• Successfully implementation of client project like providing feed, where in data sets had to be incorporated in client treasury software for their core treasury and risk management platform.• Ensuring that all project and implementation related documents are up to date

Gurgaon, India

Reval (Part of ION) is the leading, global provider of a scalable cloud solution for treasury and risk management. Our Software-as-a-Service (SaaS) offering helps corporates and banks around the world (US/UK/EME regions) to better manage cash and liquidity, financial risk and hedge accounting. Reval is a part of ION.My job responsibilities was as follows:• Analyzing user requirements, performing an impact analysis, and creating User Stories (BRDs) • Translating User Stories into the identifiable and actionable project plan – writing Acceptance Criteria Collaborating with different teams in solution development and implementation • Working with the Market Data Team to leverage the available technology to automate and improve market data processes for improving accuracy and efficiency.• Working as a part of Agile Scrum Team and managing Sprints through JIRA • Gathering data from Refinitiv (Eikon) database, exchanges, and portals, like CME, Federal Reserve, etc. and processing that information using Reval applications – have continuously contributed to maintaining the team’s accuracy of 99.5% • Working on Vendor's notification (Reuters', CMA, Treasury, etc.) and carefully observing the impact of the changes mentioned in the notification so as make timely amendments in the Reval system.• Collaborating with market data providers, clients, business analysts, and financial engineers to anticipate changes to be made in Reval applications for the addition of new data, as well as the maintenance of existing data – Creating User Stories• Perform user acceptance testing (UAT) through JIRA – have successfully performed many MDS automation Testing, provided critical insights, and have made the transition smooth and more accurate • Process improvements – have provided innovative ideas for possible automation of processes • Resolving Market Data Related Client Inquiries – have actively worked on on-time and accurate redressing of Client queries

New Delhi Area, India

• Had responsibilty for trade reconciliations for the Domestic Depository (DTC), Foreign Custodian , Stock Record Reconciliations, Firm out of Balance and functions like Seg Reconciliations for Various Clients.• Bank Reconciliation for cash as well as reconciliations for Securities in the applications like Frontier, Recs.• Reaching out to various Counter parties involved in the trades which are not following as per US Regulations 15C-3 Possessions and Controls so as Seg violations can be avoided.• As a part of Monitoring activities, we do the functions like No name accounts, No money balance account, Suspense accounts and Loan rec etc.• Coordinating with Counter Parties to get the trade settled as soon as possible by various means so that breaks can be adjusted timely within the firm’s SLA.• Making Sure the Entries has been processed in the Stock Record side books so that Street side accounts has been adjusted.• Responsible for breaks needs to be moved to suspense accounts, money as well as shares before the 7th Day as a part of Regulations.• Instructing the DTC Settlements Team to receive and deliver the SPO charges• Interaction with the onshore clients to handle their queries & the teams within to resolve any breaks issue.• Preparing of Supervisory check list and Standard Operating Procedures (SOP) for the activities getting transmitted from the US.• Ensuring quality of processing via four-eye checks is maintained as per SLA.• Prepare various reports required by the Team Manager on Weekly/Monthly basis.• Mentor and train new staff members to ensure the smooth running of the process.• Communicating updates related to process to senior management.

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor Of Business Administration - Bba, Business Administration And Management, General