Naved Shaikh Email & Phone Number

Auckland, New Zealand

New Zealand

New Zealand

• Adeptly handling high volume allocation, customer queries, inbound calls, working accurately and efficiently for optimum productivity and profitability.• Used expert sales and negotiation skills to secure bookings, providing excellent levels of customer care throughout back office and front office.• Increased sales by regular follow-up on quotes sent out to the customers.• End of day settlement reconciliation.• Prepared & presented Business Canvas model highlighting cost structure & revenue streams.

Airoli

• Led & managed day-to-day Trades & Corporate actions operations team, including supervision and assignment delegation for 20 member team.• Performing managerial review by doing impact analysis for gain / loss alerts which exceeded threshold limit.• Served as key corporate representative, liaising with various parties in support of operational excellence to meet business KPI.• Designed performance metrics to provide traceability through organization and advance tactical and strategic business goals.• Facilitated timely and comprehensive audit preparations or inspections, conducted root cause analysis, observing and ensuring adherence with Corrective and Preventive Actions (CAPA) system procedures.PROJECT• Initiated paperless project by seeking approval from governance & onshore team to reduce printing cost & waste elimination.• Led newly formed CARE (Control, Analysis and Risk Evaluation) project to complete information security audit, identify process inefficiencies & made recommendation for process improvements to mitigate risk for four verticals.

Mumbai

• Managed and led Fund Accounting Expenses processing operations team of 8 associate catering to Luxembourg region.• Performing gap analysis for client specifics & initiated cross-training within team to ensure backup creation & smooth operations.• Ensuring review of month end reporting for Total Expenses Ratio, Management Fees, Performance fees and daily reconciliation review of Cash & Holdings breaks, static data setup.• Handling escalation & queries from Investment Accounting team (middle-office) & Asset Management companies deemed as clientPROJECT• Trained in Luxembourg to migrate & setup expense process in India.• Automation of invoice payment processing, accrual review, management fees, performance fees and total expense ratio process from manual to macro idea generation & performing parallel run which resulted in process efficiency as well as FTE gain.

India

• Performed Validation of data captured into software (QC) of Client Candidates (Pre/Post Employment Screening).• Being a single point of contact for any clarification & managed allocating work accordingly as per direction from team leader.

Post Graduate Diploma In Business, Business Administration, Management And Operations, A-

Executive Mba In Finance, Accounting And Finance

Bachelor In Management Studies, International Finance