Roja Mehtre
Detail-oriented professional with 5+ years of experience in Financial Operations, Middle Office Operations, and Background Verification
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About
Detail-oriented professional with 5+ years of experience across Financial Operations, Middle Office Operations, Trade Reconciliation, Document Review, Customer Service and Background Verification. Strong experience in equity, derivative, structured and OTC trade reconciliation, trade-break resolution, risk escalation and stakeholder communication. Currently working in Background Verification at Hexaware Technologies, with hands-on experience in Employment Verification, Education Verification, Reference Verification and Third-Party Verification.
Known for accuracy, compliance, SLA adherence, analytical thinking and effective coordination with stakeholders.
Experience
Senior Associate – Background Verification (BGV) - Hexaware Technologies - Mumbai
(2025-08)
- Conduct Employment Verification checks by validating candidate employment details against available records and client requirements.
- Perform Education Verification by reviewing and validating academic information and supporting documents.
- Conduct Reference Verification and coordinate with relevant references to obtain and validate required information.
- Coordinate Third-Party Verification activities with external vendors and stakeholders to complete assigned cases within defined SLAs.
- Review documentation, identify discrepancies and follow up with relevant stakeholders for clarification and resolution.
- Maintain accurate case records, verification updates and reports while following process, quality and data-privacy requirements.
Financial Analyst - eClerx - Mumbai
(2022-04 - 2024-06)
- Managed daily reconciliation of trades across equity, derivative, structured and OTC products at T+1 level.
- Resolved trade breaks through communication with global clients, brokers and internal teams.
- Escalated risk and compliance breaches while ensuring SLA adherence and settlement accuracy.
- Supported middle-office operations and trade support activities across the trade life cycle.
- Documented and streamlined trade-support workflows to improve process efficiency and accuracy.
Associate – Document Review - Assurant Operations - Mumbai
(2021-08 - 2022-02)
- Reviewed financial and legal documents for accuracy, completeness and compliance.
- Flagged key clauses and maintained detailed documentation for client reporting.
- Participated in client meetings and internal knowledge-sharing sessions.
Analyst – Reconciliation Operations - Wipro - Mumbai
(2020-09 - 2021-05)
- Performed daily reconciliation of premium transactions and ensured compliance with reporting standards.
- Analyzed financial contracts and escalated discrepancies to senior stakeholders.
Customer Service Associate - Q Conneqt Business Solutions - Mumbai
(2017-10 - 2018-11)
- Handled outbound calls related to insurance premium reminders and customer follow-ups.
- Maintained interaction logs and resolved customer queries professionally.
Education
Bachelor of Commerce - Financial Markets
