Large clients group

- Project acquisition, business solution design, ownership from RFX state to delivery transition which includes project scope definition, response & solution design, proposal defence and client engagement.- Conducting market research and creating GTM strategies for HCL’s Financial Services clients.- Overseeing Germany, North America and UK Region for meeting bid to win ratio targets.- Own and lead commercial negotiations with internal and external stakeholders- Conducted seminars and visits to drive front end business development activities with prospects and clients. - Assisting product development Leadership to conceptualize products and services.- Creating Briefing decks for Senior Leadership (CXO) meetings

• Equity, Mutual funds Stock reconciliation on a daily basis which includes resolving exceptions related to Swaps, Inflation Bond, Mortgage Backed Securities, Time Deposit, Futures, Trades, Collateral securities etc.• Performing Past due trade verification which involves interaction with internal / external dept. in order to know the underlying cause of open trade. It entails regular follow up with them till the resolution of exceptions• Performing reconciliation for securities linked to Mortgage Backed, Inflation Bond, Sinking fund, etc. to ensure that the position is tied out with external data sources such as Bloomberg, Euro clear, etc. • Complete end-of-day reconciliation to ensure the statement of account is as accurate as possible for the clients and investment managers. • Preparing various MIS reports as per Client requirement• Fund Management • Uploading and Reconciliation of Derivative products Such as OTC collateral & uncollateralized funds• Collateral Management of various funds

• Building a relationship with clients & reviewing the portfolio from time to time• Handling the Risk Management• Diversifying the clients Portfolio through cross selling the different financial products like Mutual Funds , Non-Convertible Debentures(NCD) , Bonds , Fixed Deposits & FMP’s• Safeguarding the clients by advising a General Insurance & Life Insurance• Tax Planning