Vice President - BNY International Ops (INDIA) Pvt. LTD
(2016-07 - 2026-01)
- Lead and oversee the operations of the Custody reconciliations and Financial reporting / Accounting team. Managing 45 full-time employees consisting of Team leads and Senior associates.
- Supervise and ensure the accurate execution of Pricing, NAV updates & trade capture, trade reconciliations, break resolutions and maintaining precision and adherence to timelines for Fund of Hedge / Mutual funds.
- Oversee the trade types like subscription, redemption, Capital calls, transfer in and out trades etc. and ensure the same is correctly reflected in client holdings.
- Monitor security master set-ups for Custody and Accounting teams along with corporate actions and ensure data integrity and consistency.
- Update and validate the Monthly NAV and maintaining the accuracy.
- Valuations of portfolio and match the month-end price with market vs vendor
- Validate Assets Under Custody (AUC) and asset counts for clients, ensuring compliance with regulatory/audits and client requirements.
- Manage day-to-day Business-As-Usual (BAU) activities, making sure full compliance with Standard Operating Procedures (SOPs) and Service Level Agreements (SLAs).
- Set, track, and review Key Performance Indicators (KPIs) for the team.
- Driving annual performance goals, mid-year, and year-end appraisals and promoted operational excellence and productivity.
- Identify operational challenges and implement effective solutions to enhance business processes and overall efficiency.
- Facilitate weekly strategy and alignment calls with onshore stakeholders, resolving issues promptly and ensuring operational objectives are met.
- Spearhead process improvement initiatives, working closely with technology teams to automate workflows, enhancing both productivity and accuracy with the help of UI Path & Alteryx tools
- Utilized Power BI to integrate processes and create impactful visualizations, streamlining data analysis and enhancing decision-making capabilities.
- Contributed to the successful deployment of a pricing automation project utilizing machine learning tools in collaboration with process excellence teams to enhance operational proficiency.
- Prepare and present Monthly Business Review (MBR) reports, tracking team progress, highlighting key achievements, and ensuring full transparency of operational outcomes.
- Managing both EMEA & North America Regions
Associate Process Manager - E-Clerx Services Limited
(2011-06 - 2016-07)
Department: Investment Banking Operations - Reference Data Process | IB Finance Contact/Client Operations
- Managed and assisted in Investment Banking client onboarding requests.
- Mapped client contacts in the Rapport system daily, validating using Bloomberg & Sharewatch (Thomson Reuters) feeds.
- Led client reporting, publishing weekly/monthly performance reports and leading Monthly Business Review (MBR) calls.
- Handled client communications and escalations, coordinating weekly VC calls with senior management and stakeholders.
- Identified team training needs and implemented development programs to enhance performance.
- Conducted performance appraisals, offering feedback and career guidance.
- Led a team of 12 analysts, overseeing securities and Investment Banking operations.
- Implemented retention strategies to reduce attrition and maintain team stability.
- Drove process improvements focused on efficiency and quality.
- Ensured adherence to SLAs, quality standards, and TAT.
- Conducted audits and checks to ensure compliance with client standards.
- Analyzed error trends, publishing performance dashboards to track metrics.
- Updated process maps, FMEA, and SOPs to ensure relevance and accuracy.
Process Associate - Tata Consultancy Services
(2008-11 - 2011-05)
Department: Finance and Accounting | Back-End Support for DHL
- Supported the Accounts and Billing department for a global logistics organization, ensuring accurate invoicing and reconciliation processes.
- Reconciled invoices and airway bills (AWB), ensuring consistency with provided data and resolving discrepancies within set deadlines.
- Generated and distributed weekly and monthly reports to internal stakeholders and clients, ensuring timely delivery.
- Oversaw work allocation within the team, ensuring all tasks were completed on schedule.
- Trained and mentored new staff on process protocols, providing continuous support for ongoing queries.
- Managed shift schedules and liaised with clients to address and resolve project-related issues.
- Prepared operational reports on a weekly and monthly basis to track team performance and identify areas for improvement.
Customer Service Executive - Oceans Connect Private Ltd.
(2007-03 - 2008-10)
Department: Customer Service | Phoenix Orderline and CS
- Handled inbound calls in an international BPO environment, addressing customer queries and assisting with order placements.
- Actively up-sold products, contributing to revenue growth.
- Supported back-end operations by sending customer communications and managing follow-ups.
- Encouraged customers to complete satisfaction surveys, ensuring high levels of customer engagement.
- Tracked customer queries through to resolution, ensuring timely and satisfactory closure.
- Participated in testing tools and applications to improve service delivery.
