Rajesh Bind Email & Phone Number

Kolkata, West Bengal, India

• Managing end-to-end PMO operations activities for Project called TAL and Australia Unity.• Resources management, joining formalities, new hiring initiation, task assignments, allocation to project etc.• Update Task based resources forecasting and hours-based allocations to project for FP or T&M project.• Track & Managed resources Timesheet & based on monthly inputs.• Publish weekly RAG Status reports of all the Projects.• Based on RLS and bought details customer invoice raised.• Keeping track for all customers billing status.• Provide monthly billing report for client for analysis.• Documentation of Steps & Procedures for various tasks & Deliverables.• Preparation revenue and cost forecasting projections for the Quarter.• Tracking the Delivery Milestones of each project within the SLA’s defined.• Raising tickets for any technical and non-technical issue arise and get it closed, Creation of task and assignment of task to fill timesheet..• Preparing varies report as per management requirements.• Vendor management, keeping vendor details updated in tracker to process any payment on time.• Conduct training plan for any new joining in team.

Hyderabad Area, India

• Reviewed member-supporting documents, update our records, and approved documents for further processing.• If any supporting documents is missing to approve rollover or Cash payment than we have to follow up with member via call centre case, Emails and letters.• Controlling external and internal error & meeting quality targets on month’s basis.• Responsible for any escalation and responding to client’s escalation and complains.• Responsible to meet SLA reports T+3, T+ 5 on daily reports.• Following hierarchy protocols to raise any client’s concern depend on situations and period.• Conducting daily team huddles and discussed process updates, metrics, targets for the day. • Conducting training plan for new joiners about process knowledge.• Ability to work independently solves any issues related to the work process and coordinating with colleagues to deliver all projects work to the client’s as per their expectations.• Communicating with clients through email and chat.• Actively involve solving clients query & problems and any concern related to members and clients.• Actively doing financial reporting for the cases, which has been actioned.• Work as a SME role and handle multiple works for the project.

Hyderabad Area, India

• Validating KYC and others documents received from members and clients & keep updating our records.• Identifying genuine and fraud withdrawal request and contact member to get confirmation if required.• Verify data from Australian Business Number ABN and Superfund Lookup with registered name and trading address.• Processed payment to member bank account via EFT and Cheque.• Prevalidated cases which are ready do payment tomorrow.• Investing funds into Growth, Balanced, Balanced and Conservative investment options.• Performing Green ID verification & drafting PEP email to find out member have political exposure.• Politically Exposed Person (PEP) and Sanctioned Screening will be performed for Hi-Risk• Conducting training sessions to new hires.• Tracking of process updates on regular basis & discussed with team.• Coordinating with team & allocating work as per requirements.• Auditing the cases and letting senior or team leader know if any incorrect case identified.

Hyderabad Area, India

• Knowledge of external and internal reference data providers – Money control and financial express etc.• Provided & invest money into equity and mutual fund, Bonds, short and long term money market at BSE and NSE.• Helping client in investing money into mutual fund, bonds, equity, short term and long term investment option.• Providing solutions to clients with financial knowledge and system knowledge.• Provided Investments guidelines to existing and new clients.• Offline and online investment option suggested to client and list of option provided.• Advised client’s to do trading online through karvy web online and provided training through nearest branches.• Coordinate with regional offices/Prime Brokers/ Fund Administrator in connection with the setting up of new connections for trade recon and file transfers.• Monitoring Capital Activity, Generating Statement of Allocation to Investors based on contribution.• Recommended stocks to clients as per our research team recommendation.• Convinced New and Existing client’s to do trading on Equity and mutual funds.• Completed assessment of client’s problem and discussion with senior authorities to solve related to their Trading & D-mat a/c.• Convinced sub-brokers to do Business with us and offer them fixed percentage of brokerages. • Handled customer questions and complaints about products or services.• Responsible to take appointment with clients.• Providing training to clients how to do online trading.

Pgdm (Mba), Finance

MBA finance

B.Com, Commerce

Finance specialition

Bachelor Of Commerce - Bcom, Accounting And Finance