Vinodkumar Devaraj Email & Phone Number

Bangalore Area, India

Onsite Sydney Transition International Settlements and Confirmation• Start of Booking Forex Trade (Using Bloomberg Terminals) with the help of Contract Note VS Bloomberg screen shots – Settlements of Trade.• Process Real Time Gross Settlement (RTGS), Telegraphic Transfer (TT) payments.• Trades for Purchase of Bond.• HSBC Cash dividend and Stock allocation Procedure. * Scripts or Cash Dividends & Cash Stock Election. * Dividends when cash payments received.• Dividend process for CITI Direct Securities. * Cash Dividend * Review Corporate actions * Forex deals.

Bengaluru Area, India

Complete End to End Process handling, Esclation, Recommending the root cause analysis, Setting up the process flow chats, Meeting with stakeholders and identifying the solution to work better.Simplifying the process flow and training new skills.

Bengaluru Area, India

Accounts Services – Cash Management Account & Wholesale• Morning Reports.* New Account State report * Updating TFN report * Bendigo report * Change of address report.• Bank Audit Confirmation, CRN Number request and New CIA creation for Unclaimed Monies.• Bank Statement and change of Statement Cycle, CIA Account closures.• Revocation, Group Transfers, Brokerage and advisor type Changes, Account type changes. • Option Changes, Bulk Uploads.• Creating Customer Identification Number (Cusm) and KYC IDAccounts Services – Investment Lending and Marginal Lending• Morning Reports.* New Welcome Letters * My Portfolio Passwords * Staff Left Reports * Ready to Trade.• Setting Up V2 Account and Sweep Operations for a Client.• Verifying and Updating KYC for the Individuals, Company and Trust accounts.• Creating and updating New broker, Firm or Advisor.• Changing clients Brokerage Fees and Interest Rates.• Changing a Nominated Account Number and Direct Debit for a Client.• Updating an Authorized representative or Power of Attorney.• Handling Escalation and Re-solving clients Queries.• Verifying OIA statement on Every Quarterly and Half Yearly Statements.• Increase or decrease of Marginal Lending.• Extracting and Looking after Margin Call Report for every two hours.• Sell Down list validation.• Calculation of Brokerage Fees and Interest rate change for the Client.• Advising client to provide extra security or deposit funds or Refinance required, in case any Negative margin.

Master'S Degree, Finance, 1St Class

Activities and Societies: Finance Fest co-ordinator, Go Green, Coach for soft skills and Trainer in Sign language.

Bachelor'S Degree, Commerce, 1St Class

Activities and Societies: Captain for Cricket team and Bangalore university. Captain for Cricket team and Bangalore university.

Pre University, Business/Commerce, General, Distinction

Activities and Societies: Developed the College website Best Student

Vijaya Degree College, Sslc, 1St Class

Activities and Societies: Captain for house, Athletic Champ, Football player & cricket Player . Represented district level in all.