▪ Managing Avaloq Global Asset opening team part of Wealth Management. 16 hours window to support 7 booking centers (Geneva, Singapore, Hong Kong, Monaco, Dubai, Jersey and UK)▪ Successfully migrated the process and stabilized team within a span of 4 months.▪ Accommodated new process with existing staff of 8 FTE.▪ Weekly Service review meeting to address challenges and discussion on ongoing system consolidation projects.▪ Handled 3 system consolidations successfully to Avaloq.▪ Assisting AVP in deliverables to senior management, interviewing candidates across wealth domain in Mumbai.▪ Received “Star of the Quarter” award for excellence (3rd Quarter – 2014)▪ MIS reports, monthly and quarterly dashboards of team/process performance reports and action plans.▪ Set up efficient processes and procedures, drive the team towards excellence and inculcate good team spirits.▪ Conducting Performance Appraisals and periodic reviews pursuant to the Performance Management System.▪ Actively identify and communicate any trends and opportunities for process improvement while producing quality status report.▪ Resource planning to ensure that staffing levels meet the expected work volume to be received.▪ Liaison across all departments like IT, HR, Administration, Finance and Training to facilitate servicing requirements.▪ Lean six sigma Certified to bring out cost effective process improvement across IPMDM department in Mumbai

Associate Director

Responsible for maintaining and improving delivery to Listed Assets ensuring processes adhere to operational best practice, production and development of key management information, manual pricing of Fair Value and pricing oversight is adhered to as well as supporting management in delivering the businesses Data Strategy.  Handling Middle office Asset set up and Pricing Team. We cater service to Domestic (US) and International Private banking client (EMEA and Geneva) for JP Morgan. Setting up new securities into our system - Money Market funds, Bonds, Munis, Equities & Structured Products OTC options, Swaps by taking market reference data or information provided by requestor Pricing different types of Securities – Money Market funds, Bonds, Munis, Equities & Structured Products Allocation of daily work to team members and ensuring the work allocated gets completed within SLA.  Responsible for providing Feedback, Objective discussion and do Rating discussion For 8 Team members across Mumbai and Bangalore. Maintaining Daily Portfolio of Clients. Responsible for Management reports like Capacity report, Daily KPI, Month-end Checklist etc. Ensuring proper co-ordination between individuals pricing and coding so as to optimize productivity. Training new joiners on process by imparting all possible knowledge. Handling Queries and escalations regarding client’s security on call and email. Handling External audit (SAS 70 – PWC) (OCC - Audit) and Internal audit (SOX).