Enterprise Business Process Management - Strategy & Solutions – Strategic Initiatives TeamRole: Strategy ConsultantKey responsibilities included:- Support to COO-Operations function with strategic consulting and program management• Responsible for supporting cross functional initiatives - strategize, plan and execute a variety of programs, services and initiatives that are larger in scope and complexity for the Operations• Drive initiatives for COO Operations function to… Show more Enterprise Business Process Management - Strategy & Solutions – Strategic Initiatives TeamRole: Strategy ConsultantKey responsibilities included:- Support to COO-Operations function with strategic consulting and program management• Responsible for supporting cross functional initiatives - strategize, plan and execute a variety of programs, services and initiatives that are larger in scope and complexity for the Operations• Drive initiatives for COO Operations function to deliver operational excellence agenda in line with broader company strategy – Understand objective / problem Statement, discovery of impact, identify opportunities, create hypothesis, design strategy to implement new way of working or change across function• Provide the thought leadership to maximize the value delivered by the function to the enterprise by improving / transforming the business processes• Drive changes impacting multiple teams in the function through Change Management lifecycle• Support as a Business analyst work with technology stakeholders to develop automated tools to extract & analyze data and to create SharePoint sites to enhance communication strategy• Change representative for the team to assess impact of changes across function Show less

Role: Transition Manager, Project Manager and Business AnalystKey responsibilities included:• End to end project management to drive initiatives focusing on Operational excellence with process and customer experience improvements• Assess 'AS-IS' processes & identify risk factors and find opportunities for the automation• Design 'TO-BE' processes through Value Stream Mapping on MS Visio, Excel, PowerPoint• Independently driven System enhancements / Process improvement topics… Show more Role: Transition Manager, Project Manager and Business AnalystKey responsibilities included:• End to end project management to drive initiatives focusing on Operational excellence with process and customer experience improvements• Assess 'AS-IS' processes & identify risk factors and find opportunities for the automation• Design 'TO-BE' processes through Value Stream Mapping on MS Visio, Excel, PowerPoint• Independently driven System enhancements / Process improvement topics with Operations SMEs and IT teams• Understanding of International and Domestic Cash Remittances processes and related activities like reconciliation, internal / external client queries• Drafting of User Requirement Document (URD’s) documents for system enhancements to automate processes• Instrumental in offshoring processes from Onsite. Key Skills: Scoping, Transition Plan, Governance Meetings with involved stakeholders, Drafting Service Level agreement (SLA), Seeking necessary Compliance / Risk / Regulatory approvals• Cross-functional coordination with teams: Risk, Compliance, Business Continuity Management, onsite senior management and onsite project managers• Preparation of MIS & Reporting (KPI / KRI) for entire operations department and presenting to regional management Show less

Securities Lending Corporate Actions Settlement TeamRole: Team Leader, Team Management, People ManagementWork Areas: handling team of 6 members with below key responsibilities:• Ensuring all the Agent Instruction deadlines are agreed with brokers (external parties)• Tracking open corporate actions events till the closure with critical dates processing and verification• Perform Reconciliation of Client positions and ensure no position breaks or pending trades on EX /… Show more Securities Lending Corporate Actions Settlement TeamRole: Team Leader, Team Management, People ManagementWork Areas: handling team of 6 members with below key responsibilities:• Ensuring all the Agent Instruction deadlines are agreed with brokers (external parties)• Tracking open corporate actions events till the closure with critical dates processing and verification• Perform Reconciliation of Client positions and ensure no position breaks or pending trades on EX / RECORD Date• Ensuring that there are no collateral issues, positions breaks vs custody / Agent books• Maintaining brokers contact details on a regular basis• Tracking and reconciling all the cash entries hitting Cash advancing account related to corporate actions• Ensuring smooth execution along with involvement in the UATs scheduled by IT Teams for the enhancement of systems• Involved in the automations with QuickTest Professional application for reporting activities• Responsible for accurate & timely processing of events along with Cross trainings and backup planning within the team Show less

Scorecarding, Metrics & Analytics TeamRole: Operations Analyst (Senior Team Member), Team ManagementWork Areas: handling team of 10 members with below key responsibilities:• Settled newly migrated process from NY which includes all the initial documentation like writing procedures step by step and preparation of process checklists.• Responsible for daily acquisition and smooth deployment of the entire gamut of activities like Account reconciliation / Validation, Group Mailbox… Show more Scorecarding, Metrics & Analytics TeamRole: Operations Analyst (Senior Team Member), Team ManagementWork Areas: handling team of 10 members with below key responsibilities:• Settled newly migrated process from NY which includes all the initial documentation like writing procedures step by step and preparation of process checklists.• Responsible for daily acquisition and smooth deployment of the entire gamut of activities like Account reconciliation / Validation, Group Mailbox Handling, Daily and Monthly Checklists preparation, Preparation of Scorecards and Quality Assurance till the time scorecards / reports are Completed & sent to the Client Service Managers within the given Turn Around Time i.e. SLA (Service Level Agreement)• Development, maintenance and ongoing enhancement of process controls with the help of applications used in the process like: Business Objects Queries Creation and Modification on the basis of requirement criteria of the report and ensuring minimum manual intervention.• Client on-boarding and off-boarding on the records, account maintenance and Account addition/deletion checklist preparation• Preparing scope creep for any new on-boarded tasks in the team and change management document for any procedures changes in the process• Responsible for accurate and timely delivery of the data along with Cross trainings and backup planning within the team Show less

EMEA Inquiry Management Team:• Respond directly to the clients on their inquiries related to Custody products which are Holdings, Trade Operations, Cash, Income, Tax, Tax Reclaims• Research / investigation of the issue and provide accurate resolution to the client inquiry with the help of different applications• Communicating in an effective way with internal teams to find out the resolution for the client inquiry• Making sure that the research or investigation of the query is… Show more EMEA Inquiry Management Team:• Respond directly to the clients on their inquiries related to Custody products which are Holdings, Trade Operations, Cash, Income, Tax, Tax Reclaims• Research / investigation of the issue and provide accurate resolution to the client inquiry with the help of different applications• Communicating in an effective way with internal teams to find out the resolution for the client inquiry• Making sure that the research or investigation of the query is in the line of client inquiry and are responded back within given timeline• Involved in the migration of 2 mailboxes of client Inquiries from UK region via virtual platforms like teleconference and videoconference Show less

Global Fulfillment Team:• Providing internal applications access to users - Internal (Employees) & external (Client users)• Processing of access requests in a timely manner for different applications• Involved in the management of access database which is used perform workload assessment and productivity for the team members• Proactively contributed in the UAT & implementation of new application for the auto processing of the user accesses