Team Lead for Operations (Exchange traded/ OTC / Collateral Management / Settlements)Managing & assisting team of 30 responsible for daily and month-end deliverables of Hedge fund clients.Well versed with New Client Onboarding and Conversion for Hedge funds based on EMEA , NAM, APAC regionsSpecialties:Client OnBoarding – Middle/Backoffice OTC OperationsSettlementsCollateral ManagementFixed Income Bonds, Equities Swaps Credit Default Swap (CDS), Interest Rate Swap (IRS), Equity OTC Option, Equity Swap (EQS)Projects & Achievements● New Client Onboarding and Conversion: Played a key role in successful onboard of Middle/Back operations of Hedge fund with AUM of $8 & 11 billion in year 2017 & 2018.● Project Acadia soft Integration. As part of collaborative effort with Business and development successfully automated daily collateral Margin calls, took a lead in migrating the clients to Acadia Soft platform saving 5FTE’s● OMS Migration Project: Introduced to phase out kondor (OMS) took a lead on testing OTC Trade capture bookings and testing and successfully migrated clients to new OMS build by SSnC.● CAII Program & Training: As an OTC SME part of Campus Recruitment Training program for OTC Derivates and OTC process. Provided training and presentation on OTC Operations to students (around 30)● CSR Program: Participated and contributed in CSR Program, visited and surveyed underpriviledged schools in remote areas to analyze the basic need on Education (Science, Technology).● Awarded with the Remarkable Service Award for Client OnBoarding

Managing & assisting the settlements team in daily cash settlements with Investment Banks for the Cleared & bilateral Trades.Managing collateral team on client’s daily collateral requirements based on the portfolio exposures, and calls/pays the deficit/surplus from/to the counterparties.Training and mentoring of new hires as per onboarding plan, cross-training across verticals, and succession plans. Work with senior management to meet and monitor departmental goals. Provide client-specific and process-specific presentations to the managers’ group across departments/organizations.Motivate the team to meet daily and monthly KRIs and boost the overall team performance.

Team Leader - OTC Settlements & CollateralMonitoring performance of OTC settlements and Collateral daily and monthend activity.Pre-advising/confirming cash flows with counterparties for various OTC products like CDS, IRS, EQO, EQS and other Fixed Income derivatives. Setting up SSI’s and wire templates for funding payments/Receipts.- Post Settlements:Address post cash settlements breaksFixing of discrepancies by liaising with Counterparty, Client Traders or FCM for the cleared trades.Quarterly CDS Rolls settlement, which occurs once in every quarter for DTCC & Non DTCC ClientsAutomated submission of coupons onto DTCC Payrec Via MQ link

Department :OTC DerivativesPre & Post Settlement of EMEA Hedge Fund ClientsCash reconciliationBreak resolution

Sr. Customer Service Officer – Demat & ICICI Trading Services Employed in ICICI Securities Ltd. a Group company of ICICI one of the largest Broking entity in India, which allows the customers to invest in Shares, Mutual funds, Derivatives (Futures and Options) and other financial products through a Unique 3-in-1 account which includes a Bank, Trading & Demat Account

Customer Service Officer - Demat Entry level executive responsible of opening of Demat account for NSDL and CDSL HDFC Bank Client. Solving Demat account related customer queriesProviding daily staments and solving queries of NSDL/CDSL Pay-IN/Pay-Out process for HDFC account stock brokers