Prashanth Ubidi Email & Phone Number

Hyderabad, In

Hyderabad, Telangana, India

• Ensuring excellence of service to investors and clients, through direct contact and team support • Building and maintaining client relationships, acting as first point of contact for assigned clients • Managing client communication during onboarding projects and coordinating with other stakeholders to ensure correct handling of client data. • Coordinating investor reporting to ensure controls and procedures are adhered to, and distribution is achieved in a timely manner. • Monitoring investor transactions, ensuring they are properly reconciled, and all documentation is complete. • Developing and monitoring Service Level Agreements. • Training and supervising junior team members.• Handling of investor communication, preparing and reviewing investor reports. • Preparing and distributing investor statements, capital calls, distribution notices and other correspondence. • Payments and other transactions processing.

Vijayawada, Andhra Pradesh, India

• Reconciliation( custody and accounting, Stock & Cash)• Capstock booking cash and shares.• Performing Position, Trade and Cash Reconciliations on a daily basis by comparing with the Custodian file and coordinating with Client operation teams to resolve the reconciliation issues.• Tracking IMT logs within the specified TAT .• Responsible for timely completion of checklist.• Second level reviews/checks on the breaks processed by team.• Quality analysis related to all Postings and checks to follow Controls with proper backup for audit purpose.• Manual matching of Custody breaks with accounting breaks.• Coordinate with various departments and external contacts to resolve discrepancies.• Research position differences & resolve discrepancies.• Working on escalation emails and acting upon priority basing.• Reporting to management on Age wise exception resolutions and reasons for pending exceptions.• Month Wise Tracking on Audit Funds and prioritizing the exceptions accordingly.• Quality analysis and preparing Daily Dashboards with the trend report for volume, aged breaks, Number of errors and presenting the same to Onshore Team.• Booking cash payments and bank payments for suppliers• Preparation of credit notes for rejection of material.• Entering sales and purchases in tally• Booking daily expenses.• Documentation on Monthly and Daily basis• An effective team member with strong analytical skills and reasoning skills• Quick Learning Ability and Adaptable to changing environments• Capable of working on deadlines and adept at handling pressure• Good coordinator within a team and perform well in both team and independent environments.

Hyderabad Area, India

Joined as Relationship manger for All the financial products with 5 members team on 20th of AUG 2019Need to sell the core product as MUTUAL FUNDS(Sips & Lumpsum)Focusing extensively on Mutual Funds (Sips & Lump sum) / All kind of financial products as cross-sell NCD / FD / IPO / NFO / BONDS /PMS / etc Maintaining client-relationship through constant communication with clients and fulfilling their needs. Educating clients, resources on product knowledge, market knowledge, approach towards successful and profitable experience.

India

Dealing with Equity, future and options, mutual funds, Power money workshop(ignite).Built and maintained relationships with new and existing clients while providing a high level of expertiseMonitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfactionAssisted customers with needs such as opening accounts, depositing or transferring funds,updating account details and signing up for new services. Planned portfolio solutions after carefully analyzing clients ‘financial health and future requirements.

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

Bachelor Of Commerce - Bcom, Business/Commerce, General