Sujithra Bhas Karan Email & Phone Number

Penang, Malaysia

Joined newly formed technical marketing team to work closely with Product Managers, Sales Territory and Departmental leaders on technical aspects of Global Marketing.Managed the Technical Marketing digital platform to respond requests and queries from Sales Territory all over the world for tender purposes and work closely with Product Managers prepare internal documentation to present potential clients/existing clients.Lead a project on implementing comprehensive and standardize mapping of datasheet to ensure consistency across all the products by developing strategy sheet for global Product Managers.Effectively managed the Quality Management system up to date with latest changes on marketing documents and resources in time for the internal stakeholders.

Penang, Malaysia

Responsible for complex high intensity clients (HIC) portfolio acting as their advocate and owning the client relationship management end to end.Implement process improvements by tracking the on-going updates with weekly trackers meeting with clients and the country branch partners. Ensure country requirements are clearly communicated and develop client confidence in the services.Performs day to day management of account opening, maintenance process including daily management of in-process and pending items. Serve as single point of contact for institutional clients in account services documentation for APAC region.Conduct analyses to address client needs and proactively act upon issues identifications as well as communicate resolutions to client.Provide support to conduct trainings on process improvements and coached new member joined the team on multiple system for account services space.

Cyberjaya, Selangor, Malaysia

Performed risk analytics as part of the investment fact sheet by Fund manager to determine the effectiveness of compliance with government regulations, served the Australian market.Investigated on compliance breaches and advised client to make decision to accommodate the schedule set based on prospectus. Developed new procedure and Macro for manual input to mitigate key risk areas which increased efficiency in the team.Maintained and updated compliance database, conducted monthly reports and presented findings to clients. Conducted root cause analysis to assess the problem for process failure and report findings.

Cyberjaya, Selangor, Malaysia

Produced consistent and accurate Net Asset Value (NAV) for wide range of funds involving equity, bonds and derivatives products with meeting tight deadlines to serve various international clients.Performed bank reconciliation on positions of cash, stocks and security valuations between internal and external parties. Assisted manager in identifying the need and importance of implementing process enhancement for Business as usual "BAU" processes.

Cyberjaya, Selangor, Malaysia

Worked along with different market such as SG, AU, and HK as the main processor to process trade operations such subscriptions and redemptions based trade ticket sent by institutional client.Produced daily end of the day reporting on trade valuations which is highly confidential to various client from different regions.

Bachelor Of Science (Finance), Finance, Cgpa 3.61

Studied American Degree programme partnered with Segi University and Upper Iowa University, Iowa, United States. Majored in Finance.

Foundation, Accounting

Foundation course in Accounting