Kedar Kulkarni

To obtain excellence in all areas of investment schemes to upgrade my knowledge & skills for achieving organization's goal & my personal development.

Senior Associate Financial Services Operations (wealth management operations) - SS&C Technologies (Business unit internally transferred by Atos-Syntel)

(2018-05)

• Working for Individual Saving Account, Unit Trust Account & Retirement Account.
• Taking delivery of Client/Investor instructions and supporting documents through a Workflow system.
• Trade processing - Switch, Subscriptions, Transfer Out, Transfer In, set up Income & Error Correction responding to all clients associated Internal departmental queries in a timely, accurate and professional manner.
• Processing all volumes & quality checking within strict deadlines (VP or SLA) with high level of accuracy.
• Identify, document and disseminate new procedures and controls.
• Give training to new joining and mentoring of new recruits.
• Give an idea for system upgradation & smooth process automation.

Business Development Executive - Axis Bank Ltd.

(2017-06 - 2017-12)

• Acquisition of CASA from cold calling, market reference, cross selling of third-party product (Life Insurance, Mutual Fund)
• Responsible for acquiring new customers through multiple channels.
• Responsible for implementing sales and achievement of sales targets.
• Achieving overall number & value targets as per scorecard.
• Ensuring timely opening of account and giving smooth on boarding experience to customers.
• Compliance and risk responsibilities understanding of KYC guidelines and complying with bank policies.
• Maintaining good relationship with the customers.

M.A - Economics - C.K.Thakur College, New Panvel (2015)

B.A - Economics - C.K.Thakur College, New Panvel (2013)

HSC - Mahatma Phule College, Parel, Mumbai (2010)

SSC - AVS Vidyamandir, Virar (2008)