Nadeem Bengali Email & Phone Number

Toronto, Ontario, Canada

• Solely responsible for identifying process improvement opportunities and executing process improvement projects across Investor Services, Trust Banking, Private Equity, Investor Relations and Tax departments within the.
• Work with the Operations teams to gather requirement and create a steady backlog of development items related to the in-house fund account administration portal and ensure timely releases
• Document processes in a uniform and consistent way for dissemination within the 5 departments
• Manage internal and external stakeholders to ensure smooth deployment of process improvement and technical projects and deliver trainings if required on new features or process flow

Toronto, Ontario, Canada

• Introduced a process mapping tool within SGGG by highlighting the importance of process documentation from a compliance, audit and technical point of view
• Performed quality checks on trailer reports, distribution packages, trades and reports created by team members and offered support in case of complex activities
• Trained new employees on daily tasks as well as proactively trained other junior employees on more complex activities in order to avoid bottlenecks by ensuring adequate knowledge transfer
• Developed customized reports on a regular basis depicting essential information to match customer requirements and respond to any concerns or queries that may arise
• Became a SPOC for 3 large management companies to handle all administrative activities for these clients including complex trades, respond to queries, resolve issues and manage concerns
• Supported the NI 45-106 team with their process documentation requirements

Toronto, Ontario, Canada

• Managed communication and interact with stakeholders across various levels at external finance organizations with a focus on building strong professional relationships and delivering excellent customer service
• Created and process monthly, quarterly and annual distributions for account holders of over 20 management companies factoring in the distribution rate, NAV per unit, capital gains, return on capital and NRT percentage
• Deep dove on and investigated trades processed incorrectly due to errors from external stakeholders and proactively communicate the impacted accounts with detailed information required to rectify the issue and minimize.
• Processed purchases, redemptions, transfers, switches and account updates based on requests received from fund managers and dealers for account holders
• Extracted and delivered monthly trade confirms and statements to account holders which include details of transactions as well as a graphical representation of month-on-month gains

Pune Area, India

• Led business process re-engineering and automation programs aimed at transforming the end-to-end operations across departments resulting in considerable savings to the company
• Presented improvement opportunities to the board and executed them based on proposed plan
• Facilitated as-is process mapping workshops with subject matter experts
• Collaborated with local teams to identify pain areas and improvement opportunities
• Conducted regular meetings with the customer to provide updates on projects and partner with them to define the approach while taking into consideration their regular activities
• Managed program teams and resources to ensure timely execution of program deliverables

Pune, Maharashtra, India

• Worked independently and led cross-functional improvement and automation projects to accomplish substantial cost saving for the organization
• Performed Day-in-Life (DIL) to design value stream maps and standard operating procedures in order to standardize processes
• Managed a global digitization program sponsored by the management board interacting with leaders and ensuring synergy between colleagues from different cultures
• Facilitated workshops to design a roadmap for the program along with clear action items, accountable personnel and timelines as an output
• Conducted data analysis on Net Promoter Score (NPS) ratings from Medallia for different countries across the globe to identify key focus areas for improvement
• Designed Lean training and delivered training to employees in an international environment

• Facilitated top-down and bottom-up workshops with senior executives to identify pain points and improvement opportunities
• Managed entire Lean Deployment program from inception including but not limited to ensuring timely execution of deliverables, designing the communication plan and stakeholder management
• Designed and deployed a project management and an idea management portal across the organization which proved as a best practice sharing platform
• Designed Lean training content and delivered training to employees at all levels within the organization in collaboration with project team members
• Created and deployed an interactive dashboard which gave insight to the top management on progress made by the Continuous Improvement team against the key performance indicators

Pune Area, India

• Resolved invoice processing disagreements between supplier and store within the accounts payable process
• Created reports related to processing performance and non-workable invoices
• As a process expert, trained new employees on the process as well as supported team members with queries
• Identified improvement opportunities within the process and implemented them while collaborating with the local finance team

Pune Area, India

Pune Area, India

Pune Area, India

• Led a team of SEO experts working on link building, content development, adverts and reporting
• Involved in strategic planning regarding the company’s vision and way forward
• Designed SEO plans and approaches for clients from North America to help boost their SEO rating in an organic fashion
• Ran projects to reduce efforts of team members in report extraction and analysis for clients
• Performed quality analysis of the team’s performance on SEO activities undertaken for customers
• Managed variations in volumes of projects and tasks ensuring on-time delivery to customers with 100% satisfaction